Other OTC - Delayed Quote USD

Concorde Wealth Management (CONWX)

18.08 0.00 (0.00%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.75%
5y Average Return 6.72%
Number of Years Up 27
Number of Years Down 9
Best 1Y Total Return (Apr 25, 2024) 26.66%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 26.66%
Worst 3Y Total Return 2.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CONWX
Category
YTD
5.91%
9.69%
1-Month
3.98%
0.91%
3-Month
5.91%
5.21%
1-Year
9.46%
27.06%
3-Year
3.48%
11.00%
5-Year
7.56%
10.26%
10-Year
6.01%
8.34%
Last Bull Market
32.09%
15.58%
Last Bear Market
-8.95%
-12.16%

Annual Total Return (%) History

Year
CONWX
Category
2024
--
--
2023
0.18%
--
2022
-2.42%
--
2021
19.73%
--
2020
8.74%
11.72%
2019
16.84%
19.23%
2018
-1.95%
-5.76%
2017
7.16%
13.21%

2016
10.05%
7.34%
2015
-9.43%
-1.93%
2014
9.29%
6.21%
2013
26.66%
16.48%
2012
10.79%
11.72%
2011
-5.19%
-0.11%
2010
11.04%
11.83%
2009
12.65%
24.13%
2008
-37.76%
-28.00%
2007
-1.10%
5.99%
2006
18.42%
11.29%
2005
6.08%
5.13%
2004
9.98%
8.86%
2003
21.00%
20.35%
2002
-17.43%
-12.02%
2001
1.08%
-5.05%
2000
15.32%
1.82%
1999
6.73%
10.71%
1998
2.27%
13.52%
1997
29.09%
19.63%
1996
18.03%
13.70%
1995
24.08%
25.63%
1994
-3.97%
-2.52%
1993
10.47%
11.37%
1992
14.65%
7.73%
1991
27.50%
24.89%
1990
-16.71%
-1.10%
1989
4.43%
19.04%
1988
14.01%
12.38%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.91% -- -- --
2023 -3.07% 0.59% 0.17% 2.57%
2022 0.57% -8.95% -1.40% 8.09%
2021 11.88% 3.98% -1.79% 4.79%
2020 -16.48% 14.45% 2.67% 10.81%
2019 9.39% 2.67% -1.39% 5.51%
2018 -0.07% 4.39% 5.10% -10.57%
2017 2.36% 0.54% 2.16% 1.92%
2016 2.90% 2.37% 3.62% 0.81%
2015 1.82% -0.64% -11.32% 0.95%

2014 0.59% 6.74% 0.24% 1.54%
2013 8.99% 1.97% 5.49% 8.04%
2012 10.30% -1.74% 3.78% -1.51%
2011 6.74% -1.70% -17.87% 10.03%
2010 3.07% -11.36% 11.87% 8.64%
2009 -15.35% 15.33% 10.52% 4.41%
2008 -7.31% -4.15% -9.58% -22.51%
2007 -1.40% 5.69% -1.02% -4.11%
2006 5.51% -0.41% 4.48% 7.85%
2005 1.48% 0.30% 3.08% 1.10%
2004 2.25% 2.08% -3.45% 9.13%
2003 -6.06% 11.51% 3.00% 12.14%
2002 1.98% -9.45% -14.45% 4.52%
2001 -5.13% 6.75% -9.62% 10.44%
2000 4.54% 2.35% 5.71% 1.96%
1999 -0.33% 10.31% -8.28% 5.84%
1998 12.71% -2.42% -20.78% 17.38%
1997 1.54% 16.33% 11.70% -2.17%
1996 5.34% 3.03% 2.12% 6.50%
1995 3.72% 9.19% 6.81% 2.58%
1994 -0.58% -0.67% 3.80% -6.32%
1993 4.44% 0.63% 2.58% 2.47%
1992 7.18% -2.09% -1.15% 10.53%
1991 19.37% 1.75% 0.38% 4.57%
1990 -2.08% 1.54% -20.70% 5.63%
1989 9.98% 2.56% 1.45% -8.74%
1988 18.37% 4.91% -7.23% -1.03%

Rank in Category (By Total Return)

YTD 33
1-Month 4
3-Month 33
1-Year 92
3-Year 60
5-Year 46

Load Adjusted Returns

1-Year 9.46%
3-Year 3.48%
5-Year 7.56%
10-Year 6.01%

Performance & Risk

YTD Return 4.75%
5y Average Return 6.72%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Concorde
Net Assets 38.49M
YTD Return 5.91%
Yield 2.04%
Morningstar Rating
Inception Date Dec 04, 1987

Fund Summary

The fund invests primarily in a portfolio of (i) equity securities that the adviser believes are undervalued, (ii) debt securities that offer appropriate current returns that are commensurate with related risks and (iii) private equity, based on risk and return attributes as dictated by broad market and economic conditions. It normally invests approximately 40% to 60% of the fund's total assets in equity securities and 40% to 60% in fixed income securities.

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