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Concorde Wealth Management Fund (CONWX)

Other OTC - Other OTC Delayed Price. Currency in USD
Visitors trend2W10W9M
17.06+0.12 (+0.71%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.07%
5-Year Average Return7.14%
Number of Years Up26
Number of Years Down9
Best 1 Yr Total Return (Mar 30, 2023)26.66%
Worst 1 Yr Total Return (Mar 30, 2023)N/A
Best 3-Yr Total Return26.66%
Worst 3-Yr Total Return-8.01%

Trailing Returns (%) Vs. Benchmarks

ReturnCONWXCategory
YTD-3.07%9.69%
1-Month0.12%0.91%
3-Month-3.07%5.21%
1-Year-5.94%27.06%
3-Year13.82%11.00%
5-Year7.14%10.26%
10-Year6.71%8.34%
Last Bull Market32.09%15.58%
Last Bear Market-8.95%-12.16%

Annual Total Return (%) History

Year
CONWXCategory
2022
-2.42%N/A
2021
19.73%N/A
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
20220.57%-8.95%-1.40%8.09%
202111.88%3.98%-1.79%4.79%
2020-16.48%14.45%2.67%10.81%
20199.39%2.67%-1.39%5.51%
2018-0.07%4.39%5.10%-10.57%
20172.36%0.54%2.16%1.92%
20162.90%2.37%3.62%0.81%
20151.82%-0.64%-11.32%0.95%
20140.59%6.74%0.24%1.54%
20138.99%1.97%5.49%8.04%
201210.30%-1.74%3.78%-1.51%
20116.74%-1.70%-17.87%10.03%
20103.07%-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%
20065.51%-0.41%4.48%7.85%
20051.48%0.30%3.08%1.10%
20042.25%2.08%-3.45%9.13%
2003-6.06%11.51%3.00%12.14%
20021.98%-9.45%-14.45%4.52%
2001-5.13%6.75%-9.62%10.44%
20004.54%2.35%5.71%1.96%
1999-0.33%10.31%-8.28%5.84%
199812.71%-2.42%-20.78%17.38%
19971.54%16.33%11.70%-2.17%
19965.34%3.03%2.12%6.50%
19953.72%9.19%6.81%2.58%
1994-0.58%-0.67%3.80%-6.32%
19934.44%0.63%2.58%2.47%
19927.18%-2.09%-1.15%10.53%
199119.37%1.75%0.38%4.57%
1990-2.08%1.54%-20.70%5.63%
19899.98%2.56%1.45%-8.74%
198818.37%4.91%-7.23%-1.03%

Rank In Category (By Total Return)

YTD99
1-Month90
3-Month100
1-Year10
3-Year6
5-Year7

Load Adjusted Returns

1-Year-3.79%
3-Year8.79%
5-Year6.92%
10-Year7.03%
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