Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGFIX (EDGEWOOD GROWTH FUND INSTITUTIONAL CLASS SHARES) | -86.12% | -85.51% | -41.27% | -30.40% | -6.71% | 0.18% | 1.28% | … | … |
Data as of 06/05/2026, Common starting date is 03/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGFIX (EDGEWOOD GROWTH FUND INSTITUTIONAL 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 (%) | -2.88 | -85.51 | -41.27 | -30.40 | -6.71 | 0.18 | 1.28 | … | … | -86.12 | 7.44 | 18.38 | 39.74 | -40.51 | 23.71 | 42.24 | 34.18 | 2.22 | 34.82 | 3.57 | 10.76 | 14.34 | 37.19 | 18.73 | 3.73 | 12.47 | 30.73 | -39.14 | 19.62 | 5.39 |
| Sharpe Ratio | NA | -0.46 | -0.39 | -0.37 | -0.13 | NA | NA | … | … | -0.34 | 0.21 | 0.85 | 1.98 | -1.18 | 1.26 | 1.15 | 2.23 | 0.04 | 3.72 | 0.20 | 0.62 | 0.94 | 2.98 | 1.30 | 0.14 | 0.65 | 1.15 | -0.93 | 0.89 | 0.21 |
| Standard Deviation(%) | NA | 189.31 | 110.56 | 87.50 | 63.73 | NA | NA | … | … | 296.37 | 22.05 | 17.40 | 18.41 | 35.57 | 18.85 | 36.33 | 14.69 | 20.97 | 9.23 | 16.66 | 17.36 | 15.28 | 12.48 | 14.46 | 25.69 | 19.02 | 26.56 | 42.94 | 18.62 | 15.63 |
| Draw Down(%) | NA | 86.79 | 86.79 | 86.79 | 86.79 | NA | NA | … | … | 86.79 | 20.84 | 10.36 | 14.48 | 46.88 | 10.98 | 31.11 | 7.36 | 22.17 | 3.20 | 16.03 | 12.35 | 9.49 | 5.81 | 10.89 | 18.21 | 15.48 | 17.47 | 50.84 | 9.72 | 13.33 |
| Yield(%) | 0.00 | 34.26 | 20.47 | 11.00 | 17.07 | 22.41 | 21.09 | … | … | 0.00 | 35.29 | 18.13 | 0.00 | 7.87 | 6.84 | 7.71 | 0.38 | 4.77 | 1.71 | 2.24 | 3.52 | 5.38 | 1.65 | 0.23 | 0.00 | 0.28 | 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 |
|---|---|---|---|---|
| EGFIX (EDGEWOOD GROWTH FUND INSTITUTIONAL CLASS SHARES) |
-40.19%
May 2023 – May 2026 |
-29.83%
May 2021 – May 2026 |
-6.39%
May 2016 – May 2026 |
0.09%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGFIX (EDGEWOOD GROWTH FUND INSTITUTIONAL CLASS SHARES) |
33.16%
Dec 2018 – Dec 2021 |
27.82%
Jun 2016 – Jun 2021 |
22.08%
Sep 2011 – Sep 2021 |
17.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart