# Wedgewood Institutional (RWGIX)

> Source: Nexqual · https://nexqual.com/RWGIX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Wedgewood Institutional (RWGIX), nexqual.com/RWGIX" · informational, not investment advice.

**Price:** USD 5.24 (-0.95% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 5.29 · day 5.24–5.24 · 52w 4.47–5.67 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +4.2% vs S&P 500 +13.4%; 5Y +44.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +4.2% | +44.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +4.2% | +7.7% |
| Volatility (annualized) | 13.8% | 17.4% |
| Max drawdown | -12.1% (Oct 2025→Mar 2026) | -30.1% (Dec 2021→Oct 2022) |

## Peers
PHRIX (Virtus Duff & Phelps Real Estat) USD 19.73 +0.00% · RWGFX (Wedgewood Fund Retail Class) USD 4.49 +0.00% · PTUIX (PIMCO Total Return Fd IV Insti) USD 9.23 +0.00% · HLMIX (Harding Loevner Fund, Inc. Inte) USD 31.15 +0.16% · SSEIX (AMG SouthernSun U.S. Equity Fun) USD 13.53 +0.00%

## More
Full page: https://nexqual.com/RWGIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt