Nasdaq - Delayed Quote USD

Wedgewood Retail (RWGFX)

4.5200
+0.0300
+(0.67%)
At close: May 16 at 8:02:11 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.74%
5y Average Return 16.28%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (May 16, 2025) 32.12%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 32.12%
Worst 3Y Total Return 2.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RWGFX
Category
YTD
-7.61%
12.38%
1-Month
-1.16%
5.09%
3-Month
-11.27%
10.28%
1-Year
11.27%
41.70%
3-Year
12.53%
22.56%
5-Year
15.44%
21.98%
10-Year
11.06%
15.99%
Last Bull Market
22.32%
25.99%
Last Bear Market
-17.31%
-17.29%

Annual Total Return (%) History

Year
RWGFX
Category
2025
--
--
2024
30.01%
--
2023
28.80%
--
2022
-26.13%
--
2021
32.12%
--
2020
30.84%
35.86%
2019
31.96%
31.90%
2018
-4.45%
-2.09%

2017
19.65%
27.67%
2016
4.33%
3.23%
2015
-6.63%
3.60%
2014
9.28%
10.00%
2013
29.18%
33.92%
2012
21.38%
15.34%
2011
5.86%
-2.46%
2010
--
15.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.52% -- -- --
2024 11.81% 3.45% 5.83% 6.21%
2023 10.00% 7.99% -2.55% 11.27%
2022 -10.86% -17.31% -4.39% 4.81%
2021 4.88% 11.63% 2.65% 9.94%
2020 -16.62% 26.57% 10.64% 12.05%
2019 14.93% 4.72% 0.23% 9.40%
2018 -0.91% 4.84% 8.42% -15.16%
2017 5.67% -0.39% 4.61% 8.65%
2016 1.04% -1.87% 2.89% 2.27%

2015 0.66% -1.52% -7.72% 2.07%
2014 2.11% 1.45% 0.33% 5.14%
2013 5.66% 1.79% 8.64% 10.55%
2012 18.19% -5.13% 8.31% -0.05%
2011 6.14% -0.35% -9.41% 10.49%
2010 7.63% -- -- --

Rank in Category (By Total Return)

YTD 56
1-Month 95
3-Month 75
1-Year 54
3-Year 67
5-Year 33

Load Adjusted Returns

1-Year 11.27%
3-Year 12.53%
5-Year 15.44%
10-Year 11.06%

Performance & Risk

YTD Return -1.74%
5y Average Return 16.28%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family RiverPark Funds
Net Assets 28.21M
YTD Return -7.61%
Yield 0.00%
Morningstar Rating
Inception Date Sep 30, 2010

Fund Summary

The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large capitalization companies that the sub-adviser believes have above-average growth prospects. It invests primarily in common stocks. The adviser considers companies with market capitalizations in excess of $5 billion to be large capitalization companies. The fund is non-diversified.

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