Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGPNX (TCW CONSERVATIVE ALLOCATION FUND CLASS N SHARES) | 3.20% | 8.07% | 8.89% | 1.41% | 4.32% | 4.50% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGPNX (TCW CONSERVATIVE ALLOCATION FUND CLASS N SHARES) | 12/28/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 8.07 | 8.89 | 1.41 | 4.32 | 4.50 | NA | … | … | 3.20 | 8.77 | 7.39 | 12.57 | -17.71 | 0.56 | 13.34 | 14.44 | -6.95 | 6.17 | 7.02 | 0.68 | 4.49 | 10.61 | 11.26 | -0.09 | 11.08 | 20.05 | -11.90 | 3.65 | -0.14 |
| Sharpe Ratio | NA | 0.94 | 0.84 | -0.13 | 0.32 | NA | NA | … | … | 0.71 | 0.92 | 0.60 | 1.25 | -1.67 | 0.06 | 0.97 | 3.01 | -1.18 | 0.78 | 0.90 | 0.11 | 0.70 | 2.07 | 2.49 | -0.01 | 1.19 | 2.08 | -1.05 | 0.08 | NA |
| Standard Deviation(%) | NA | 5.78 | 6.72 | 8.48 | 8.51 | NA | NA | … | … | 7.19 | 6.44 | 6.27 | 7.20 | 11.49 | 9.58 | 13.46 | 4.30 | 7.08 | 7.12 | 7.59 | 6.12 | 6.41 | 5.11 | 4.54 | 11.56 | 9.27 | 9.60 | 12.19 | 6.52 | 0.00 |
| Draw Down(%) | NA | 4.43 | 7.20 | 26.04 | 26.04 | NA | NA | … | … | 4.43 | 5.45 | 3.50 | 7.20 | 20.02 | 7.54 | 17.82 | 1.58 | 8.94 | 5.40 | 4.95 | 4.82 | 4.35 | 4.69 | 3.65 | 9.67 | 6.64 | 9.10 | 19.06 | 4.24 | 0.14 |
| Yield(%) | 0.00 | 4.22 | 5.08 | 3.11 | 3.98 | 3.82 | 3.87 | … | … | 0.00 | 4.38 | 7.44 | 3.13 | 1.50 | 2.02 | 0.70 | 7.19 | 5.73 | 3.91 | 5.78 | 3.29 | 1.04 | 1.36 | 2.40 | 4.12 | 7.09 | 2.92 | 1.22 | 4.84 | 0.95 |
Data as of 06/05/2026, Common starting date is 12/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGPNX (TCW CONSERVATIVE ALLOCATION FUND CLASS N SHARES) |
-3.62%
Apr 2021 – Apr 2024 |
-0.02%
Dec 2017 – Dec 2022 |
2.21%
Oct 2013 – Oct 2023 |
3.45%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGPNX (TCW CONSERVATIVE ALLOCATION FUND CLASS N SHARES) |
13.95%
Feb 2009 – Feb 2012 |
11.70%
Feb 2009 – Feb 2014 |
7.36%
Feb 2009 – Feb 2019 |
5.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart