Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWGTX (ALL CAP GROWTH FUND INVESTOR CLASS) | NA | 19.04% | 14.36% | 10.81% | 13.18% | 11.54% | 4.33% | … | … |
Data as of 02/21/2020, Common starting date is 01/10/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWGTX (ALL CAP GROWTH FUND INVESTOR CLASS) | 01/10/1985 | 02/21/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.03 | 19.04 | 14.36 | 10.81 | 13.18 | 11.54 | 4.33 | … | … | -1.73 | 35.55 | -3.10 | 24.87 | 3.06 | 6.42 | 9.70 | 28.97 | 15.71 | -3.16 | 22.68 | 34.60 | -46.21 | 45.98 | 17.21 | 22.14 | 7.18 | 19.93 | -21.15 | -35.42 | -16.45 | 87.26 | -13.09 | -1.20 | 5.78 | 39.04 | 13.50 | 31.32 | 18.03 | 93.75 | -16.96 | 50.33 | 11.07 | 8.65 | 48.25 | 54.29 |
| Sharpe Ratio | NA | 1.09 | 0.80 | 0.63 | 0.74 | NA | NA | … | … | -0.48 | 2.30 | -0.21 | 2.89 | 0.19 | 0.40 | 0.69 | 2.34 | 1.07 | -0.12 | 1.07 | 1.25 | -1.09 | 2.10 | 0.73 | 1.36 | 0.40 | 1.04 | -0.92 | -1.19 | -0.35 | 3.38 | -0.61 | -0.19 | 0.08 | 1.59 | 0.59 | 1.76 | 0.83 | 3.97 | -0.97 | 2.71 | 0.35 | 0.11 | 1.30 | 3.63 |
| Standard Deviation(%) | NA | 16.23 | 16.55 | 15.93 | 17.19 | NA | NA | … | … | 26.75 | 14.86 | 20.98 | 8.42 | 14.59 | 16.06 | 14.03 | 12.36 | 14.79 | 26.53 | 21.10 | 27.50 | 43.11 | 20.59 | 19.06 | 14.70 | 15.58 | 18.45 | 24.18 | 32.21 | 58.85 | 24.89 | 26.72 | 24.61 | 27.55 | 22.11 | 17.98 | 16.54 | 18.72 | 22.57 | 22.79 | 16.43 | 17.97 | 41.53 | 33.71 | 14.07 |
| Draw Down(%) | NA | 9.03 | 23.01 | 23.01 | 23.01 | NA | NA | … | … | 9.03 | 8.30 | 23.01 | 3.56 | 13.66 | 12.51 | 8.92 | 6.49 | 11.50 | 22.02 | 16.77 | 22.28 | 55.99 | 14.29 | 20.31 | 10.11 | 17.26 | 13.67 | 31.09 | 46.32 | 51.57 | 13.94 | 45.94 | 28.96 | 26.24 | 16.35 | 18.71 | 11.84 | 26.64 | 11.17 | 38.80 | 13.19 | 17.14 | 48.89 | 26.06 | 14.71 |
| Yield(%) | 0.00 | 7.50 | 9.69 | 8.41 | 11.23 | 11.16 | 3.72 | … | … | 0.00 | 8.36 | 11.47 | 9.62 | 8.29 | 6.68 | 15.17 | 15.35 | 7.97 | 2.50 | 0.17 | 0.00 | 0.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 0.00 | 22.52 | 0.00 | 0.00 | 3.12 | 3.32 | 11.44 | 6.29 | 13.01 | 10.47 | 17.89 | 0.26 | 13.33 | 3.08 | 12.53 | 42.19 | 0.53 |
Data as of 02/21/2020, Common starting date is 01/10/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWGTX (ALL CAP GROWTH FUND INVESTOR CLASS) |
-33.16%
Feb 2000 – Feb 2003 |
-15.91%
Feb 2000 – Feb 2005 |
-5.27%
Aug 2000 – Aug 2010 |
1.26%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWGTX (ALL CAP GROWTH FUND INVESTOR CLASS) |
47.77%
Oct 1990 – Oct 1993 |
39.56%
Sep 1990 – Sep 1995 |
29.37%
Sep 1985 – Sep 1995 |
25.94%
Feb 1985 – Feb 2000 |
Annualized Rolling Returns Comparison Chart