Concorde Wealth Management Fund (CONWX)

17.85 -0.01 (-0.06%) USD  |  Dec 26 2024
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CONWX 1 Year Total Returns (Daily): 13.82% for Dec. 26, 2024

1 Year Total Returns (Daily) Chart

Sep '18
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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Neiman Large Cap Value Fund No Load 15.28%
Matrix Advisors Value Fund Inc 25.03%
MP 63 Fund 12.59%
Leuthold Select Industries Fund 14.71%
Cantor Fitzgerald Equity Dividend Plus Fund Inst 12.76%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) -4.04%
3 Month Total Returns (Daily) 1.81%
6 Month Total Returns (Daily) 6.67%
Annualized 3 Year Total Returns (Daily) 4.02%
Annualized 5 Year Total Returns (Daily) 7.75%
Annualized 10 Year Total Returns (Daily) 5.80%
Annualized 15 Year Total Returns (Daily) 7.22%
Annualized Total Returns Since Inception (Daily) 6.39%

1 Year Total Returns (Daily) Excel Add-In Codes

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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:CONWX", "one_year_total_return")
Last 5 Data Points: =YCS("M:CONWX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.