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RWGFX: RIVERPARK/WEDGEWOOD FUND RETAIL CLASS (MUTUAL FUND)
Basic Info 4.48 0.04(0.90%) May 02
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (17%) |
Start Date: | 12/29/2010 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.00% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/30/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | 8.0 | 26.1 | 6.2 | 14.5 | 10.7 | 11.9 | 28.8 | -26.8 | 33.0 | 30.9 | 32.4 | -6.6 | 19.8 | 4.3 | -6.6 | 9.8 | 28.5 | 21.4 | 5.9 | -0.6 |
Sharpe Ratio | NA | 2.11 | 2.04 | 0.23 | 0.4 | 0.39 | 0.5 | 1.62 | -1.01 | 2.14 | 0.88 | 0.59 | -0.4 | 2.38 | 0.28 | -0.44 | 0.9 | 2.64 | 1.54 | 0.26 | -19.44 |
Draw Down(%) | NA | 4.9 | 9.4 | 30.7 | 47.7 | 47.7 | 47.7 | 9.8 | 30.6 | 7.3 | 31.6 | 29.6 | 22.8 | 3.5 | 11.9 | 13.0 | 6.2 | 4.8 | 10.9 | 16.4 | 0.6 |
Standard Deviation(%) | NA | 14.4 | 13.8 | 20.2 | 32.2 | 24.9 | 23.1 | 15.3 | 27.9 | 15.4 | 34.5 | 52.3 | 19.8 | 8.1 | 14.6 | 15.2 | 11.0 | 10.8 | 14.0 | 22.9 | 2.8 |
Treynor Ratio | NA | 0.44 | 0.4 | 0.06 | 0.16 | 0.12 | 0.14 | 0.34 | -0.4 | 0.54 | 0.33 | 0.4 | -0.09 | 0.26 | 0.05 | -0.08 | 0.13 | 0.35 | 0.24 | 0.07 | -0.12 |
Alpha | NA | 0.04 | 0.01 | 0.02 | 0.02 | 0.0 | 0.0 | -0.01 | 0.01 | 0.08 | -0.06 | 0.04 | -0.03 | -0.01 | 0.02 | -0.06 | 0.0 | 0.0 | 0.02 | 0.02 | 0.57 |
Beta | NA | 0.69 | 0.7 | 0.7 | 0.79 | 0.8 | 0.81 | 0.72 | 0.72 | 0.61 | 0.93 | 0.78 | 0.91 | 0.73 | 0.9 | 0.87 | 0.74 | 0.82 | 0.91 | 0.84 | 4.58 |
RSquared | NA | 0.81 | 0.82 | 0.85 | 0.43 | 0.49 | 0.54 | 0.79 | 0.9 | 0.72 | 0.92 | 0.07 | 0.92 | 0.61 | 0.83 | 0.85 | 0.84 | 0.83 | 0.9 | 0.95 | 1.0 |
Yield(%) | N/A | 0.0 | 2.7 | 9.0 | 19.4 | 12.6 | N/A | 3.0 | 11.0 | 15.8 | 61.8 | 38.5 | 53.3 | 17.0 | 0.0 | 3.8 | 4.7 | 1.8 | 0.3 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | -82.8 | -91.7 | -38.6 | N/A | N/A | -82.8 | -17.1 | -83.7 | 51.1 | -69.8 | 220.8 | N/A | -100.0 | -14.6 | 215.4 | 550.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2011
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