Edgewood Management LLC

Edgewood Large Cap Growth : Performance

Net Annualized Performance as of 12/31/2023

Returns (%)

Net Annual Performance Numbers

Year Annual S&P 500 Russell 1000 Growth
2014 13.8% 13.7% 13.1%
2015 11.5% 1.4% 5.7%
2016 3.4% 12.0% 7.1%
2017 35.1% 21.8% 30.2%
2018 2.6% -4.4% -1.5%
2019 34.3% 31.5% 36.4%
2020 42.6% 18.4% 38.5%
2021 23.9% 28.7% 27.6%
2022 -40.2% -18.1% -29.1%
2023 39.8% 26.3% 42.7%

Past performance does not guarantee future results. Performance rounded to the nearest tenth. Net performance results are calculated after actual management expenses including performance based fees. Net and gross returns are calculated after the deduction of actual trading expenses. Trading expenses comprise trading commissions. The Edgewood Large Cap Growth Composite has had a performance examination for the periods January 1, 1992 through December 31, 2021.

Gross Annualized Performance as of 12/31/2023

Returns (%)

Gross Annual Performance Numbers

Year Annual S&P 500 Russell 1000 Growth
2014 14.7% 13.7% 13.1%
2015 12.5% 1.4% 5.7%
2016 4.3% 12.0% 7.1%
2017 36.3% 21.8% 30.2%
2018 3.5% -4.4% -1.5%
2019 35.4% 31.5% 36.4%
2020 43.8% 18.4% 38.5%
2021 24.9% 28.7% 27.6%
2022 -39.7% -18.1% -29.1%
2023 41.0% 26.3% 42.7%

Past performance does not guarantee future results. Performance rounded to the nearest tenth. Gross performance results are calculated before deduction of management fees. Net and gross returns are calculated after the deduction of actual trading expenses. Trading expenses comprise trading commissions. The Edgewood Large Cap Growth Composite has had a performance examination for the periods January 1, 1992 through December 31, 2021.

Large Cap Growth Composite

Year Gross Return Net Annual Return S&P 500 Russell 1000 Growth Number of Portfolios Composite Dispersion Total Assets in Composite % of Firm Assets GIPS Firm Assets (MM)
2014 14.72% 13.75% 13.7% 13.1% 404 0.24 3,310.1 29.7 11,141.8
2015 12.46% 11.49% 1.4% 5.7% 470 0.42 3,701.0 26.6 13,906.8
2016 4.31% 3.41% 12.0% 7.1% 525 0.24 3,964.4 25.4 15,578.2
2017 36.29% 35.13% 21.8% 30.2% 609 0.22 5,482.0 23.4 23,430.1
2018 3.54% 2.64% -4.4% -1.5% 632 0.25 5,409.8 21.6 25,044.9
2019 35.40% 34.25% 31.5% 36.4% 690 0.53 7,358.4 21.5 34,207.6
2020 43.80% 42.58% 18.4% 38.5% 802 0.55 10,456.4 20.3 51,392.0
2021 24.90% 23.85% 28.7% 27.6% 864 0.25 12,876.2 20.8 61,873.6
2022 -39.66% -40.22% -18.1% -29.1% 643 0.38 6,427.5 22.4 28,756.7
2023 41.02% 39.84% 26.3% 42.7% 660 0.58 8,383.9 23.5 35,717.4

Past performance does not guarantee future results. Performance rounded to the nearest hundredth. Net performance results are calculated after actual management expenses including performance based fees. Net and gross returns are calculated after the deduction of actual trading expenses. Trading expenses comprise trading commissions. Annual composite dispersion presented is an asset-weighted standard deviation of gross returns for accounts in the composite the entire year. The Edgewood Large Cap Growth Composite has had a performance examination for the periods January 1, 1992 through December 31, 2021. The composite returns are benchmarked to the Standard & Poor's 500 Index (“S&P 500”) and the Russell 1000® Growth Index (“R1000 Growth”). The benchmarks are used for comparative purposes only and generally reflects the risk or investment style of the investments reported on the schedules of investment performance. Investments made for the portfolios Edgewood manages according to its Large Cap Growth strategy may differ significantly in terms of security holdings, industry weightings, and asset allocation from those of the aforementioned indices. Accordingly, investment results and volatility will differ from those of the benchmarks. The S&P 500 is an unmanaged index with no expenses, which covers 500 industrial, utility, transportation and financial companies of US markets. It is a capitalization-weighted index calculated on a total return basis with dividends reinvested. The R1000 Growth measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth rates and dividends are reinvested.

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