Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGFFX (EDGEWOOD GROWTH FUND RETAIL CLASS SHARES) | -99.63% | -99.61% | -82.50% | -66.39% | -35.30% | -21.56% | -15.77% | … | … |
Data as of 06/05/2026, Common starting date is 03/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGFFX (EDGEWOOD GROWTH FUND RETAIL CLASS SHARES) | 03/15/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -99.61 | -82.50 | -66.39 | -35.30 | -21.56 | -15.77 | … | … | -99.63 | -31.91 | -0.62 | 39.17 | -48.98 | 15.96 | 33.45 | 33.67 | 1.81 | 34.28 | 3.15 | 10.34 | 13.89 | 37.59 | 18.64 | 3.53 | 12.25 | 30.94 | -39.90 | 19.22 | 5.00 |
| Sharpe Ratio | NA | -0.19 | -0.27 | -0.28 | -0.21 | NA | NA | … | … | -0.12 | -0.69 | -0.27 | 1.92 | -1.29 | 0.82 | 0.90 | 2.20 | 0.02 | 3.67 | 0.18 | 0.59 | 0.91 | 2.95 | 1.26 | 0.13 | 0.63 | 1.14 | -0.93 | 0.87 | 0.19 |
| Standard Deviation(%) | NA | 551.01 | 318.58 | 247.41 | 175.50 | NA | NA | … | … | 864.06 | 51.06 | 26.90 | 18.39 | 39.26 | 19.44 | 36.81 | 14.70 | 21.00 | 9.21 | 16.68 | 17.36 | 15.23 | 12.74 | 14.82 | 26.28 | 19.43 | 26.99 | 43.60 | 18.68 | 15.71 |
| Draw Down(%) | NA | 99.64 | 99.64 | 99.64 | 99.64 | NA | NA | … | … | 99.64 | 39.47 | 21.34 | 14.59 | 50.28 | 11.09 | 31.14 | 7.38 | 22.28 | 3.24 | 16.05 | 12.35 | 9.52 | 5.98 | 11.19 | 18.63 | 15.90 | 17.79 | 51.43 | 9.83 | 13.44 |
| Yield(%) | 0.00 | 37.88 | 22.11 | 11.62 | 17.58 | 22.84 | 21.09 | … | … | 0.00 | 38.96 | 19.62 | 0.00 | 8.37 | 7.22 | 8.08 | 0.39 | 4.95 | 1.77 | 2.30 | 3.58 | 5.48 | 1.68 | 0.00 | 0.00 | 0.25 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGFFX (EDGEWOOD GROWTH FUND RETAIL CLASS SHARES) |
-82.35%
May 2023 – May 2026 |
-66.31%
May 2021 – May 2026 |
-35.26%
May 2016 – May 2026 |
-21.78%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGFFX (EDGEWOOD GROWTH FUND RETAIL CLASS SHARES) |
32.63%
Dec 2018 – Dec 2021 |
27.32%
Jun 2016 – Jun 2021 |
21.75%
Sep 2011 – Sep 2021 |
16.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart