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EGFFX: EDGEWOOD GROWTH FUND RETAIL CLASS SHARES (MUTUAL FUND)
Basic Info 0.1 0(0.0%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 03/15/2006 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 38.52% |
| Expenses | 1.40% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -99.6 | -99.6 | -82.5 | -66.4 | -35.3 | -21.6 | -15.8 | -16.0 | -31.9 | -0.6 | 39.2 | -49.0 | 16.0 | 33.5 | 33.7 | 1.8 | 34.3 | 3.2 | 10.3 | 13.9 | 37.6 | 18.6 | 3.5 | 12.2 | 30.9 | -39.9 | 19.2 | 5.0 |
| Sharpe Ratio | NA | -0.12 | -0.19 | -0.27 | -0.28 | -0.21 | NA | NA | -0.14 | -0.69 | -0.27 | 1.92 | -1.29 | 0.82 | 0.9 | 2.2 | 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 |
| Draw Down(%) | NA | 99.6 | 99.6 | 99.6 | 99.6 | 99.6 | NA | NA | 99.6 | 39.5 | 21.3 | 14.6 | 50.3 | 11.1 | 31.1 | 7.4 | 22.3 | 3.2 | 16.0 | 12.4 | 9.5 | 6.0 | 11.2 | 18.6 | 15.9 | 17.8 | 51.4 | 9.8 | 13.4 |
| Standard Deviation(%) | NA | 843.6 | 551.0 | 318.6 | 247.3 | 175.5 | NA | NA | 124.4 | 51.1 | 26.9 | 18.4 | 39.3 | 19.4 | 36.8 | 14.7 | 21.0 | 9.2 | 16.7 | 17.4 | 15.2 | 12.7 | 14.8 | 26.3 | 19.4 | 27.0 | 43.6 | 18.7 | 15.7 |
| Treynor Ratio | NA | -1.97 | -1.53 | -1.06 | -0.79 | -0.41 | NA | NA | -0.18 | -0.54 | -0.07 | 0.38 | -0.53 | 0.25 | 0.34 | 0.49 | 0.01 | 0.34 | 0.03 | 0.1 | 0.13 | 0.38 | 0.19 | 0.04 | 0.13 | 0.29 | -0.36 | 0.15 | 0.03 |
| Alpha | NA | -1.02 | -0.45 | -0.16 | -0.1 | -0.05 | NA | NA | -0.02 | -0.14 | -0.1 | -0.01 | -0.07 | 0.06 | -0.05 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | -0.02 | 0.02 | 0.03 | 0.03 |
| Beta | NA | 0.52 | 0.67 | 0.81 | 0.88 | 0.89 | NA | NA | 0.96 | 0.66 | 1.07 | 0.92 | 0.96 | 0.64 | 0.97 | 0.67 | 0.99 | 1.01 | 1.09 | 1.04 | 1.06 | 1.0 | 0.96 | 0.98 | 0.97 | 1.05 | 1.13 | 1.07 | 1.15 |
| RSquared | NA | 0.0 | 0.01 | 0.08 | 0.19 | 0.29 | NA | NA | 0.45 | 0.17 | 0.75 | 0.9 | 0.83 | 0.6 | 0.91 | 0.68 | 0.96 | 0.88 | 0.93 | 0.94 | 0.91 | 0.89 | 0.89 | 0.97 | 0.92 | 0.91 | 0.95 | 0.89 | 0.87 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 39.0 | 19.6 | 0.0 | 8.4 | 7.2 | 8.1 | 0.4 | 4.9 | 1.8 | 2.3 | 3.6 | 5.5 | 1.7 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 100.8 | N/A | -100.0 | 36.0 | 16.3 | 2651.7 | -92.4 | 270.6 | -19.3 | -32.7 | -29.2 | 327.8 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/03/2006
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