RWGIX vs. CHASX
RWGIX (Wedgewood Fund) and CHASX (Chase Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, RWGIX returned 25.06%/yr vs 19.53%/yr for CHASX. Their correlation of 0.85 means they have usually moved in the same direction. RWGIX charges 0.95%/yr vs 1.14%/yr for CHASX.
Performance
RWGIX vs. CHASX - Performance Comparison
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Returns By Period
In the year-to-date period, RWGIX achieves a 4.48% return, which is significantly lower than CHASX's 22.03% return. Over the past 10 years, RWGIX has outperformed CHASX with an annualized return of 25.06%, while CHASX has yielded a comparatively lower 19.53% annualized return.
RWGIX
- 1D
- 1.58%
- 1M
- -0.19%
- 6M
- 2.19%
- YTD
- 4.48%
- 1Y
- 7.77%
- 3Y*
- 14.27%
- 5Y*
- 30.52%
- 10Y*
- 25.06%
- ALL TIME*
- 19.45%
CHASX
- 1D
- -0.36%
- 1M
- -1.13%
- 6M
- 17.35%
- YTD
- 22.03%
- 1Y
- 37.02%
- 3Y*
- 37.76%
- 5Y*
- 20.74%
- 10Y*
- 19.53%
- ALL TIME*
- 11.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
CHASX Chase Growth Fund | $0.00 | $0.00 | $0.00 |
RWGIX Wedgewood Fund | $0.00 | $0.00 | $0.00 |
RWGIX vs. CHASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWGIX Wedgewood Fund | 4.48% | 4.33% | 29.94% | 29.09% | -26.13% | 242.06% | 31.48% | 32.67% | -6.36% | 20.04% |
CHASX Chase Growth Fund | 22.03% | 20.61% | 64.71% | 25.91% | -20.41% | 22.32% | 18.27% | 42.63% | -3.96% | 24.49% |
Correlation
The correlation between RWGIX and CHASX is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | 0.85 |
Over the past year, the correlation between RWGIX and CHASX has dropped to 0.54 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
RWGIX vs. CHASX — Risk / Return Rank
RWGIX
CHASX
RWGIX vs. CHASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wedgewood Fund (RWGIX) and Chase Growth Fund (CHASX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RWGIX | CHASX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.37 | ||
| Sortino ratioReturn per unit of downside risk | -1.77 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.31 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.51 | 3.53 | -3.02 |
| Martin ratioReturn relative to average drawdown | 1.78 | 13.91 | -12.13 |
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Drawdowns
RWGIX vs. CHASX - Drawdown Comparison
The maximum RWGIX drawdown since its inception was -47.12%, roughly equal to the maximum CHASX drawdown of -45.94%. Use the drawdown chart below to compare losses from any high point for RWGIX and CHASX.
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Drawdown Indicators
| RWGIX | CHASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.12% | -45.94% | -1.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.05% | -9.90% | -2.15% |
Max Drawdown (3Y)Largest decline over 3 years | -19.16% | -23.40% | +4.24% |
Max Drawdown (5Y)Largest decline over 5 years | -30.62% | -24.63% | -5.99% |
Max Drawdown (10Y)Largest decline over 10 years | -47.12% | -30.40% | -16.72% |
Current DrawdownCurrent decline from peak | -0.97% | -4.08% | +3.11% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -9.11% | +2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 2.51% | +0.97% |
Volatility
RWGIX vs. CHASX - Volatility Comparison
The current volatility for Wedgewood Fund (RWGIX) is 3.95%, while Chase Growth Fund (CHASX) has a volatility of 6.26%. This indicates that RWGIX experiences smaller price fluctuations and is considered to be less risky than CHASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWGIX | CHASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 6.26% | -2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 11.08% | 15.31% | -4.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 19.29% | -5.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 76.17% | 20.52% | +55.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 57.94% | 20.04% | +37.90% |
RWGIX vs. CHASX - Expense Ratio Comparison
RWGIX has a 0.95% expense ratio, which is lower than CHASX's 1.14% expense ratio.
Dividends
RWGIX vs. CHASX - Dividend Comparison
RWGIX's dividend yield for the trailing twelve months is around 11.00%, more than CHASX's 7.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | 7.47% | 9.12% | 36.67% | 5.80% | 5.49% | 20.15% | 7.83% | 22.82% | 12.92% | 11.92% | 9.14% | 10.24% |
RWGIX Wedgewood Fund | 11.00% | 11.50% | 15.61% | 2.14% | 15.90% | 71.14% | 88.03% | 39.95% | 124.71% | 16.61% | 0.17% | 4.63% |
Frequently Asked Questions
RWGIX and CHASX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHASX has higher volatility (6.26%) compared to RWGIX (3.95%). In terms of maximum drawdown, RWGIX dropped -47.12% vs CHASX's -45.94%.
CHASX currently has the higher Sharpe Ratio (1.81 vs 0.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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