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RiverPark/Wedgewood Institutional (RWGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.38-0.02 (-0.37%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.70%
5-year average return16.17%
Number of years up10
Number of years down3
Best 1-yr total return (27 Jun 2024)32.42%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return32.42%
Worst 3-yr total return2.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRWGIXCategory
YTD11.61%12.38%
1-month3.39%5.09%
3-month3.59%10.28%
1-year28.39%41.70%
3-year7.95%22.56%
5-year16.98%21.98%
10-year11.30%15.99%
Last bull market27.10%25.99%
Last bear market-17.38%-17.29%

Annual total return (%) history

Year
RWGIXCategory
2024
N/AN/A
2023
29.10%N/A
2022
-25.81%N/A
2021
32.42%N/A
2020
31.38%35.86%
2019
32.29%31.90%
2018
-4.23%-2.09%
2017
19.90%27.67%
2016
4.55%3.23%
2015
-6.82%3.60%
2014
9.55%10.00%
2013
29.46%33.92%
2012
21.68%15.34%
2011
6.14%-2.46%
2010
N/A15.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.83%N/AN/AN/A
20239.78%8.17%-2.52%11.52%
2022-10.80%-17.38%-4.26%5.15%
20214.93%11.74%2.63%10.05%
2020-16.46%26.60%10.77%12.14%
201915.12%4.72%0.33%9.37%
2018-0.91%4.92%8.56%-15.15%
20175.82%-0.39%4.64%8.70%
20161.15%-1.86%2.94%2.31%
20150.70%-1.45%-7.64%1.65%
20142.15%1.50%0.38%5.25%
20135.71%1.85%8.79%10.54%
201218.23%-5.04%8.35%0.03%
20116.23%-0.26%-9.39%10.56%
20107.67%N/AN/AN/A

Rank in category (by total return)

YTD57
1-month82
3-month25
1-year69
3-year40
5-year29

Load adjusted returns

1-year28.39%
3-year7.95%
5-year16.98%
10-year11.30%