Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWBIX (BALANCED FUND INVESTOR CLASS) | 1.88% | 10.52% | 10.38% | 5.28% | 7.96% | 8.01% | 7.07% | … | … |
Data as of 06/10/2026, Common starting date is 12/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWBIX (BALANCED FUND INVESTOR CLASS) | 12/29/1988 | 06/10/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.66 | 10.52 | 10.38 | 5.28 | 7.96 | 8.01 | 7.07 | … | … | 1.88 | 9.60 | 11.94 | 16.19 | -17.06 | 16.33 | 12.62 | 19.64 | -3.46 | 14.03 | 6.46 | -2.62 | 9.72 | 17.34 | 11.61 | 5.44 | 11.60 | 16.37 | -20.31 | 5.04 | 9.64 | 4.81 | 9.10 | 19.60 | -9.52 | -4.21 | -2.71 | 10.10 | 16.33 | 16.91 | 13.43 | 21.49 | -0.07 | 7.23 | -6.07 | 46.85 | 1.79 | 22.30 | -0.33 |
| Sharpe Ratio | NA | 1.27 | 0.81 | 0.28 | 0.59 | NA | NA | … | … | 0.55 | 0.60 | 0.98 | 1.44 | -1.16 | 1.87 | 0.66 | 2.52 | -0.47 | 3.16 | 0.80 | -0.30 | 1.46 | 2.53 | 1.58 | 0.41 | 1.09 | 1.06 | -0.97 | 0.20 | 0.92 | 0.38 | 1.17 | 1.93 | -0.74 | -0.55 | -0.51 | 0.61 | 0.98 | 0.99 | 1.06 | 2.39 | -0.40 | 0.55 | -0.79 | 3.42 | -0.29 | 1.64 | NA |
| Standard Deviation(%) | NA | 8.08 | 9.66 | 11.02 | 10.94 | NA | NA | … | … | 9.59 | 11.32 | 8.51 | 8.79 | 15.94 | 8.71 | 18.53 | 7.21 | 10.44 | 4.25 | 7.83 | 8.86 | 6.63 | 6.83 | 7.36 | 13.28 | 10.53 | 15.32 | 21.79 | 9.37 | 6.82 | 6.68 | 6.92 | 9.76 | 14.48 | 12.25 | 13.72 | 11.11 | 13.06 | 13.33 | 9.13 | 7.33 | 7.85 | 9.13 | 10.75 | 12.50 | 12.56 | 9.99 | 0.00 |
| Draw Down(%) | NA | 6.46 | 12.70 | 22.22 | 22.22 | NA | NA | … | … | 6.46 | 12.02 | 5.16 | 8.18 | 21.98 | 3.98 | 20.58 | 3.63 | 12.57 | 1.17 | 6.32 | 8.15 | 4.60 | 4.52 | 5.83 | 10.45 | 8.93 | 16.68 | 29.57 | 6.28 | 5.02 | 4.42 | 5.40 | 6.97 | 18.49 | 15.95 | 10.89 | 6.64 | 16.20 | 8.42 | 5.13 | 3.70 | 7.51 | 5.68 | 14.40 | 7.01 | 16.23 | 4.75 | 0.33 |
| Yield(%) | 0.00 | 1.76 | 2.06 | 5.01 | 6.12 | 6.76 | 6.12 | … | … | 0.32 | 1.85 | 2.05 | 1.95 | 1.35 | 20.67 | 6.55 | 5.72 | 7.22 | 6.40 | 2.09 | 5.73 | 9.07 | 9.99 | 4.99 | 1.95 | 1.90 | 2.24 | 2.28 | 8.83 | 6.35 | 7.27 | 1.34 | 2.01 | 2.17 | 1.91 | 6.10 | 16.32 | 13.99 | 11.66 | 11.58 | 9.87 | 4.47 | 2.48 | 2.06 | 3.08 | 3.49 | 4.23 | 0.56 |
Data as of 06/10/2026, Common starting date is 12/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWBIX (BALANCED FUND INVESTOR CLASS) |
-6.94%
Feb 2006 – Feb 2009 |
-1.88%
Feb 2004 – Feb 2009 |
0.54%
Feb 1999 – Feb 2009 |
4.36%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWBIX (BALANCED FUND INVESTOR CLASS) |
20.27%
Feb 1989 – Feb 1992 |
15.59%
Dec 1994 – Dec 1999 |
12.97%
Jan 1989 – Jan 1999 |
9.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart