Find A Portfolio/Ticker
Comparison Box
RWGFX: RIVERPARK/WEDGEWOOD FUND RETAIL CLASS (MUTUAL FUND)
Basic Info 4.66 0.02(0.43%) July 07
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/29/2010 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 16.94% |
| Expenses | 1.00% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/29/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 1.3 | 12.9 | 19.1 | 15.4 | 12.2 | 12.7 | 29.9 | 28.8 | -26.5 | 32.5 | 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 | 0.02 | 0.52 | 0.85 | 0.68 | 0.42 | 0.52 | 1.92 | 1.66 | -1.01 | 2.08 | 0.89 | 0.59 | -0.4 | 2.38 | 0.28 | -0.44 | 0.9 | 2.63 | 1.54 | 0.26 | -19.44 |
| Draw Down(%) | NA | 19.2 | 19.2 | 19.2 | 30.7 | 47.7 | 47.7 | 8.6 | 9.8 | 30.4 | 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 | 23.3 | 19.3 | 18.5 | 19.5 | 25.4 | 22.7 | 13.7 | 15.3 | 27.9 | 15.6 | 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 | 0.01 | 0.15 | 0.22 | 0.19 | 0.14 | 0.15 | 0.42 | 0.35 | -0.39 | 0.53 | 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 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.03 | -0.01 | 0.02 | 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 | 0.66 | 0.71 | 0.69 | 0.78 | 0.79 | 0.62 | 0.73 | 0.72 | 0.61 | 0.92 | 0.78 | 0.91 | 0.73 | 0.9 | 0.87 | 0.74 | 0.82 | 0.91 | 0.84 | 4.58 |
| RSquared | NA | 0.88 | 0.85 | 0.85 | 0.84 | 0.51 | 0.56 | 0.76 | 0.82 | 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 | 16.7 | 12.4 | 17.6 | 12.4 | N/A | 20.0 | 3.0 | 11.1 | 15.8 | 61.8 | 38.5 | 53.3 | 17.0 | 0.0 | 3.8 | 4.8 | 1.8 | 0.4 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | 728.3 | -80.8 | -59.1 | N/A | N/A | 728.3 | -83.1 | -16.2 | -83.7 | 51.0 | -69.8 | 220.8 | N/A | -100.0 | -15.9 | 219.8 | 500.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.81% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.70% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.99% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.22% (97%)
- GAM (General American Investors Closed Fund) 0.51% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 1.26% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.52% (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.47% (22%)
Latest Articles Related to RWGFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
