Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWCAX (SELECT FUND A CLASS) | 3.18% | 19.78% | 18.54% | 11.33% | 16.22% | 14.52% | 12.06% | … | … |
Data as of 06/11/2026, Common starting date is 12/18/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWCAX (SELECT FUND A CLASS) | 12/18/1997 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.37 | 19.78 | 18.54 | 11.33 | 16.22 | 14.52 | 12.06 | … | … | 3.18 | 16.02 | 25.83 | 39.57 | -28.99 | 25.17 | 33.64 | 35.95 | -3.82 | 28.55 | 5.25 | 7.46 | 10.10 | 29.91 | 14.47 | 1.13 | 14.32 | 34.39 | -39.82 | 21.44 | -2.05 | 0.62 | 7.09 | 24.48 | -23.02 | -18.45 | -8.97 | 21.99 | 35.63 | -14.69 |
| Sharpe Ratio | NA | 1.25 | 0.85 | 0.44 | 0.69 | NA | NA | … | … | 0.41 | 0.56 | 1.29 | 2.27 | -1.00 | 1.49 | 0.94 | 2.39 | -0.27 | 3.62 | 0.38 | 0.47 | 0.79 | 2.58 | 1.04 | 0.05 | 0.79 | 1.40 | -1.05 | 1.09 | -0.45 | -0.18 | 0.59 | 1.55 | -0.99 | -1.05 | -0.58 | 0.91 | 1.49 | -0.97 |
| Standard Deviation(%) | NA | 16.37 | 19.24 | 21.51 | 21.07 | NA | NA | … | … | 18.52 | 23.63 | 17.15 | 15.96 | 30.50 | 16.92 | 35.30 | 14.43 | 19.64 | 7.74 | 13.25 | 15.74 | 12.77 | 11.60 | 14.04 | 24.43 | 18.02 | 24.47 | 38.68 | 16.81 | 12.09 | 9.10 | 10.33 | 15.32 | 24.38 | 20.24 | 22.91 | 20.46 | 21.64 | 107.22 |
| Draw Down(%) | NA | 14.75 | 23.94 | 31.42 | 31.42 | NA | NA | … | … | 13.68 | 23.14 | 12.95 | 10.43 | 31.19 | 9.07 | 30.94 | 8.92 | 22.27 | 2.34 | 12.51 | 13.17 | 6.88 | 6.12 | 11.69 | 20.17 | 16.59 | 21.22 | 49.25 | 10.32 | 14.51 | 8.29 | 10.30 | 12.18 | 31.23 | 30.62 | 19.71 | 11.24 | 19.92 | 18.29 |
| Yield(%) | 0.00 | 11.19 | 8.29 | 7.50 | 11.40 | 12.55 | 11.41 | … | … | 0.00 | 11.19 | 4.76 | 7.30 | 6.87 | 10.00 | 8.00 | 7.14 | 7.99 | 7.39 | 3.73 | 6.52 | 10.02 | 0.72 | 0.72 | 0.03 | 0.10 | 0.31 | 0.49 | 9.07 | 1.70 | 0.50 | 0.00 | 0.00 | 0.01 | 0.00 | 5.38 | 10.77 | 22.98 | 0.32 |
Data as of 06/11/2026, Common starting date is 12/18/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWCAX (SELECT FUND A CLASS) |
-19.05%
Mar 2000 – Mar 2003 |
-8.02%
Feb 2004 – Feb 2009 |
-5.33%
Feb 1999 – Feb 2009 |
1.90%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWCAX (SELECT FUND A CLASS) |
31.51%
Dec 2018 – Dec 2021 |
23.14%
Oct 2016 – Oct 2021 |
17.99%
Sep 2011 – Sep 2021 |
16.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart