Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWRCX (GROWTH FUND C CLASS) | 2.90% | 18.25% | 19.00% | 10.75% | 15.29% | 13.40% | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWRCX (GROWTH FUND C CLASS) | 03/05/2010 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.84 | 18.25 | 19.00 | 10.75 | 15.29 | 13.40 | NA | … | … | 2.90 | -5.37 | 16.77 | 34.15 | -35.28 | 13.33 | 25.69 | 34.05 | -2.53 | 28.87 | 3.13 | 3.60 | 9.79 | 28.09 | 12.84 | -1.79 | 13.95 |
| Sharpe Ratio | NA | 1.06 | 0.81 | 0.39 | 0.64 | NA | NA | … | … | 0.28 | -0.27 | 0.54 | 1.81 | -1.20 | 0.69 | 0.71 | 2.24 | -0.19 | 3.39 | 0.22 | 0.23 | 0.75 | 2.44 | 0.94 | -0.07 | 0.91 |
| Standard Deviation(%) | NA | 16.18 | 19.29 | 21.61 | 21.36 | NA | NA | … | … | 18.37 | 31.10 | 18.80 | 16.64 | 30.65 | 19.17 | 35.86 | 14.58 | 20.68 | 8.36 | 13.56 | 15.79 | 13.01 | 11.51 | 13.78 | 24.52 | 18.64 |
| Draw Down(%) | NA | 17.02 | 24.44 | 35.43 | 35.43 | NA | NA | … | … | 14.43 | 24.13 | 13.96 | 9.48 | 36.97 | 15.54 | 31.87 | 8.03 | 22.47 | 3.26 | 11.55 | 12.01 | 8.82 | 6.59 | 10.82 | 20.15 | 15.20 |
| Yield(%) | 0.00 | 20.77 | 13.89 | 10.20 | 13.23 | 12.29 | 10.70 | … | … | 0.00 | 20.62 | 8.66 | 7.77 | 3.67 | 13.07 | 7.29 | 7.49 | 12.45 | 12.52 | 4.93 | 6.93 | 22.70 | 7.07 | 4.23 | 3.48 | 0.08 |
Data as of 06/09/2026, Common starting date is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWRCX (GROWTH FUND C CLASS) |
4.82%
Dec 2019 – Dec 2022 |
7.28%
Feb 2011 – Feb 2016 |
10.82%
Sep 2012 – Sep 2022 |
12.09%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWRCX (GROWTH FUND C CLASS) |
31.48%
Dec 2018 – Dec 2021 |
23.34%
Dec 2016 – Dec 2021 |
17.08%
Dec 2011 – Dec 2021 |
14.56%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart