Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBEGX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS B) | NA | 5.47% | 2.73% | 11.02% | 5.57% | 9.41% | NA | … | … |
Data as of 12/28/2017, Common starting date is 04/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBEGX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS B) | 04/30/2001 | 12/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.47 | 2.73 | 11.02 | 5.57 | 9.41 | NA | … | … | 5.78 | 0.18 | -10.85 | -5.19 | 17.56 | 9.69 | -18.50 | 20.17 | 36.72 | -41.16 | -2.88 | 3.80 | -0.10 | 3.40 | 45.88 | -26.86 | 8.88 |
| Sharpe Ratio | NA | -5.02 | -1.70 | -1.16 | -0.88 | NA | NA | … | … | -4.98 | -2.06 | -1.42 | -1.10 | -0.05 | -0.50 | -1.21 | 0.07 | 0.62 | -1.48 | -1.19 | -1.15 | -1.35 | -1.01 | 1.43 | -1.73 | -0.50 |
| Standard Deviation(%) | NA | 2.74 | 15.29 | 17.40 | 24.01 | NA | NA | … | … | 2.72 | 16.42 | 20.64 | 21.53 | 18.59 | 17.77 | 30.57 | 21.35 | 29.18 | 41.03 | 20.96 | 16.19 | 15.66 | 15.97 | 18.65 | 26.89 | 19.85 |
| Draw Down(%) | NA | 0.95 | 30.10 | 36.22 | 54.54 | NA | NA | … | … | 0.95 | 15.62 | 18.66 | 18.97 | 13.76 | 11.84 | 30.37 | 18.38 | 23.81 | 52.42 | 18.63 | 13.62 | 10.60 | 15.01 | 12.97 | 39.95 | 23.50 |
| Yield(%) | 0.00 | 0.00 | 4.61 | 10.56 | 5.98 | 10.19 | 6.11 | … | … | 0.00 | 3.71 | 10.74 | 17.40 | 15.63 | 9.20 | 6.65 | 0.09 | 0.00 | 1.23 | 14.20 | 9.54 | 10.20 | 6.16 | 0.00 | 1.12 | 0.00 |
Data as of 12/28/2017, Common starting date is 04/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBEGX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS B) |
-14.34%
Feb 2006 – Feb 2009 |
-5.03%
Feb 2004 – Feb 2009 |
3.71%
Dec 2001 – Dec 2011 |
6.66%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBEGX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS B) |
25.43%
Mar 2003 – Mar 2006 |
22.58%
Feb 2009 – Feb 2014 |
10.22%
Mar 2003 – Mar 2013 |
10.00%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart