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TMCGX: TURNER EMERGING GROWTH FUND INVESTOR (MUTUAL FUND)
Basic Info 16.32 0.55(3.26%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 08/02/1999 |
| Last Dividend Date: | 12/09/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.90% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/02/1999 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 6.8 | 10.6 | 9.4 | 2.0 | 1.6 | 2.8 | 3.2 | 8.5 | 4.8 | 10.2 | 16.9 | -28.3 | 11.4 | -1.0 | -4.4 | -1.3 | -3.5 | 46.5 | 8.8 | 0.8 | 29.4 | 26.8 | -43.1 | 17.3 | 14.7 | 12.9 | 23.4 | 49.2 | -20.0 | 18.6 | 19.1 | 82.3 |
| Sharpe Ratio | NA | 0.68 | 0.46 | 0.32 | -0.02 | 0.0 | NA | NA | 0.28 | 0.09 | 0.4 | 0.76 | -0.91 | 0.57 | -0.02 | -0.31 | -0.08 | -0.18 | 3.14 | 0.53 | 0.03 | 1.22 | 0.91 | -1.14 | 0.78 | 0.66 | 0.68 | 1.34 | 2.87 | -1.01 | 0.76 | 0.42 | 16.22 |
| Draw Down(%) | NA | 13.1 | 14.6 | 25.3 | 39.7 | 52.3 | NA | NA | 60.0 | 24.3 | 10.2 | 17.3 | 34.9 | 12.3 | 50.9 | 15.2 | 15.0 | 21.1 | 5.1 | 11.7 | 25.8 | 19.9 | 24.9 | 52.8 | 10.2 | 16.1 | 10.3 | 14.0 | 12.4 | 30.5 | 23.4 | 33.6 | 5.2 |
| Standard Deviation(%) | NA | 20.8 | 17.3 | 18.9 | 22.3 | 28.8 | NA | NA | 24.9 | 21.8 | 16.4 | 17.5 | 32.8 | 20.0 | 58.7 | 14.8 | 17.2 | 20.2 | 14.8 | 16.6 | 30.7 | 24.0 | 29.3 | 38.6 | 18.2 | 17.3 | 15.7 | 16.7 | 16.9 | 20.9 | 21.7 | 35.4 | 19.3 |
| Treynor Ratio | NA | 0.16 | 0.1 | 0.07 | -0.01 | 0.0 | NA | NA | 0.1 | 0.02 | 0.08 | 0.16 | -0.3 | 0.12 | 0.13 | -0.06 | -0.01 | -0.03 | 0.47 | 0.09 | 0.01 | 0.29 | 0.31 | -0.51 | 0.15 | 0.12 | 0.11 | 0.26 | 0.6 | -0.27 | 0.22 | 0.18 | 3.2 |
| Alpha | NA | -0.04 | -0.04 | -0.02 | -0.01 | -0.01 | NA | NA | 0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.02 | 0.09 | -0.05 | 0.01 | -0.03 | 0.03 | -0.03 | 0.01 | 0.0 | -0.03 | -0.05 | 0.03 | 0.01 | 0.02 | 0.03 | 0.04 | -0.04 | 0.07 | 0.08 | 0.41 |
| Beta | NA | 0.87 | 0.81 | 0.85 | 0.91 | 0.46 | NA | NA | 0.73 | 0.87 | 0.83 | 0.86 | 0.98 | 0.91 | -0.09 | 0.77 | 0.96 | 1.21 | 0.98 | 0.94 | 0.94 | 0.99 | 0.87 | 0.87 | 0.97 | 0.98 | 1.0 | 0.86 | 0.82 | 0.78 | 0.74 | 0.85 | 0.98 |
| RSquared | NA | 0.9 | 0.87 | 0.91 | 0.93 | 0.24 | NA | NA | 0.6 | 0.93 | 0.9 | 0.92 | 0.97 | 0.92 | 0.01 | 0.83 | 0.79 | 0.89 | 0.92 | 0.94 | 0.98 | 0.97 | 0.96 | 0.95 | 0.95 | 0.92 | 0.89 | 0.9 | 0.88 | 0.87 | 0.74 | 0.73 | 0.63 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.7 | 0.6 | 7.4 | 6.4 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 3.4 | 4.2 | 0.0 | 46.2 | 45.0 | 21.5 | 16.3 | 0.0 | 0.0 | 0.0 | 2.1 | 15.8 | 9.6 | 8.4 | 13.8 | 3.1 | 0.0 | 0.0 | 14.6 | 8.1 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | 19.4 | -98.7 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 19.4 | N/A | -100.0 | -47.9 | 151.9 | 23.3 | N/A | N/A | N/A | -100.0 | -86.6 | 67.8 | 26.0 | -35.8 | 541.2 | N/A | N/A | -100.0 | 211.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/1999
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