Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEDGX (EDGE MIDCAP FUND INSTITUTIONAL) | NA | -17.27% | 3.35% | 5.50% | NA | NA | NA | … | … |
Data as of 09/19/2025, Common starting date is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEDGX (EDGE MIDCAP FUND INSTITUTIONAL) | 10/02/2015 | 09/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -20.36 | -17.27 | 3.35 | 5.50 | NA | NA | NA | … | … | -15.30 | 5.84 | 18.15 | -15.81 | 20.90 | 10.43 | 34.46 | -6.00 | 14.01 | 24.44 | -1.07 |
| Sharpe Ratio | NA | -0.68 | 0.00 | 0.13 | NA | NA | NA | … | … | -0.69 | 0.16 | 0.91 | -0.70 | 1.42 | 0.29 | 2.49 | -0.49 | 1.63 | 1.72 | -0.30 |
| Standard Deviation(%) | NA | 29.92 | 22.37 | 20.98 | NA | NA | NA | … | … | 34.35 | 14.21 | 16.12 | 24.57 | 14.67 | 34.99 | 13.22 | 15.06 | 8.20 | 14.06 | 14.33 |
| Draw Down(%) | NA | 21.91 | 21.91 | 26.00 | NA | NA | NA | … | … | 21.12 | 7.87 | 12.75 | 26.00 | 6.55 | 41.16 | 7.35 | 20.42 | 4.77 | 8.00 | 6.89 |
| Yield(%) | 0.49 | 3.66 | 6.55 | 11.26 | 9.85 | 6.57 | 4.92 | … | … | 0.52 | 3.46 | 2.07 | 11.05 | 29.76 | 5.32 | 5.65 | 6.01 | 1.16 | 5.37 | 0.39 |
Data as of 09/19/2025, Common starting date is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEDGX (EDGE MIDCAP FUND INSTITUTIONAL) |
-0.35%
Mar 2017 – Mar 2020 |
5.58%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEDGX (EDGE MIDCAP FUND INSTITUTIONAL) |
21.53%
Dec 2018 – Dec 2021 |
14.74%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart