EGFIX vs. V

In the year-to-date period, EGFIX achieves a -2.82% return, which is significantly lower than V's 11.74% return. Over the past 10 years, EGFIX has underperformed V with an annualized return of 7.35%, while V has yielded a comparatively higher 18.64% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Edgewood Growth Fund (EGFIX) and Visa Inc. (V). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current EGFIX Sharpe Ratio is -0.33, which is lower than the V Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of EGFIX and V, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EGFIX has not paid dividends to shareholders, while V's dividend yield for the trailing twelve months is around 0.63%.

The maximum EGFIX drawdown since its inception was -54.64%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for EGFIX and V. For additional features, visit the drawdowns tool.

Edgewood Growth Fund (EGFIX) has a higher volatility of 8.35% compared to Visa Inc. (V) at 6.66%. This indicates that EGFIX's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.