Find A Portfolio/Ticker
Comparison Box
TWCGX: GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 51.63 0.3(0.58%) May 01
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (89%) |
Start Date: | 01/06/1983 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 1.42% |
Expenses | 0.98% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1986 |
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 | 1987 | 1986 | 1985 | 1984 | 1983 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.1 | 6.3 | 30.9 | 6.8 | 15.0 | 14.2 | 15.2 | 11.1 | 12.4 | 43.3 | -31.4 | 27.9 | 35.2 | 35.4 | -1.3 | 30.1 | 4.2 | 4.6 | 11.0 | 29.4 | 14.0 | -0.8 | 17.7 | 35.5 | -37.8 | 19.0 | 7.9 | 4.8 | 9.9 | 24.4 | -26.1 | -18.7 | -15.0 | 34.7 | 37.0 | 29.2 | 15.0 | 42.9 | -1.5 | 3.8 | -4.3 | 69.1 | -3.8 | 43.1 | 2.7 | 13.8 | 63.0 | 34.0 | -21.4 | 23.2 |
Sharpe Ratio | NA | 1.62 | 2.25 | 0.24 | 0.56 | 0.67 | NA | NA | 0.47 | 2.5 | -1.07 | 1.58 | 0.98 | 2.33 | -0.12 | 3.54 | 0.29 | 0.29 | 0.84 | 2.55 | 1.02 | -0.03 | 0.97 | 1.43 | -1.02 | 0.99 | 0.4 | 0.25 | 0.73 | 1.33 | -1.08 | -0.83 | -0.67 | 1.47 | 1.47 | 1.18 | 0.72 | 1.89 | -0.36 | 0.12 | -0.41 | 3.32 | -0.47 | 2.56 | -0.1 | 0.27 | 1.65 | 1.9 | -1.26 | 0.96 |
Draw Down(%) | NA | 6.7 | 9.2 | 34.9 | 34.9 | 34.9 | NA | NA | 59.6 | 9.2 | 34.5 | 10.7 | 30.7 | 8.0 | 22.3 | 3.2 | 11.5 | 11.9 | 8.8 | 6.5 | 10.7 | 19.9 | 15.1 | 20.9 | 47.1 | 8.9 | 10.0 | 6.6 | 9.4 | 12.7 | 34.3 | 34.8 | 29.9 | 10.6 | 24.2 | 13.2 | 13.2 | 11.5 | 12.5 | 12.9 | 18.7 | 13.2 | 28.1 | 11.0 | 14.0 | 41.5 | 16.2 | 10.2 | 33.3 | 15.5 |
Standard Deviation(%) | NA | 16.4 | 15.1 | 22.0 | 24.5 | 20.3 | NA | NA | 21.0 | 15.8 | 30.7 | 17.7 | 35.7 | 14.6 | 20.7 | 8.4 | 13.6 | 15.8 | 13.0 | 11.5 | 13.8 | 24.2 | 18.2 | 24.7 | 37.9 | 16.2 | 11.7 | 10.5 | 12.3 | 17.8 | 25.3 | 25.7 | 28.7 | 21.4 | 23.0 | 21.6 | 15.8 | 20.6 | 12.4 | 13.7 | 16.3 | 19.6 | 19.2 | 14.6 | 19.0 | 36.5 | 35.5 | 15.1 | 22.2 | 18.1 |
Treynor Ratio | NA | 0.31 | 0.42 | 0.07 | 0.16 | 0.15 | NA | NA | 0.12 | 0.49 | -0.4 | 0.36 | 0.35 | 0.51 | -0.03 | 0.32 | 0.04 | 0.05 | 0.12 | 0.32 | 0.15 | -0.01 | 0.19 | 0.36 | -0.39 | 0.17 | 0.05 | 0.03 | 0.11 | 0.26 | -0.35 | -0.31 | -0.24 | 0.33 | 0.38 | 0.26 | 0.15 | 0.8 | -0.05 | 0.02 | -0.06 | 0.6 | -0.1 | 0.39 | -0.02 | 0.21 | 1.67 | 1.95 | 14.54 | -14.64 |
Alpha | NA | 0.01 | 0.01 | 0.03 | 0.01 | 0.0 | NA | NA | 0.02 | 0.02 | 0.01 | 0.06 | -0.06 | 0.02 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.03 | 0.02 | -0.02 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.06 | 0.03 | 0.03 | 0.01 | 0.09 | -0.02 | 0.03 | -0.02 | 0.05 | -0.03 | 0.03 | -0.02 | 0.13 | 0.22 | 0.09 | -0.11 | 0.07 |
Beta | NA | 0.85 | 0.82 | 0.81 | 0.87 | 0.88 | NA | NA | 0.79 | 0.81 | 0.82 | 0.78 | 0.98 | 0.67 | 0.98 | 0.93 | 0.9 | 0.96 | 0.93 | 0.93 | 0.92 | 0.91 | 0.94 | 0.99 | 1.0 | 0.96 | 0.86 | 0.84 | 0.81 | 0.91 | 0.78 | 0.69 | 0.78 | 0.95 | 0.88 | 0.98 | 0.79 | 0.49 | 0.91 | 1.04 | 1.19 | 1.08 | 0.9 | 0.96 | 1.1 | 0.47 | 0.35 | 0.15 | -0.02 | -0.01 |
RSquared | NA | 0.97 | 0.93 | 0.94 | 0.95 | 0.93 | NA | NA | 0.65 | 0.93 | 0.96 | 0.9 | 0.97 | 0.7 | 0.98 | 0.91 | 0.96 | 0.97 | 0.95 | 0.95 | 0.95 | 0.98 | 0.97 | 0.97 | 0.98 | 0.95 | 0.9 | 0.89 | 0.91 | 0.97 | 0.95 | 0.89 | 0.89 | 0.88 | 0.85 | 0.84 | 0.5 | 0.06 | 0.62 | 0.58 | 0.66 | 0.74 | 0.8 | 0.76 | 0.83 | 0.25 | 0.04 | 0.04 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 5.7 | 6.2 | 8.1 | 9.7 | 14.0 | 10.2 | N/A | 6.6 | 3.2 | 11.6 | 6.7 | 7.2 | 12.1 | 12.0 | 5.3 | 7.0 | 22.4 | 7.4 | 4.5 | 3.9 | 0.4 | 0.4 | 0.3 | 0.1 | 0.1 | 0.5 | 0.1 | 0.0 | 0.0 | 0.0 | 11.1 | 15.4 | 22.4 | 19.3 | 2.2 | 33.2 | 14.8 | 11.7 | 1.4 | 0.1 | 5.8 | 5.5 | 2.5 | 25.9 | 65.2 | 1.2 | 0.3 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | 225.0 | 10.2 | -23.3 | 600.0 | 32.6 | N/A | N/A | 35.3 | -67.4 | 115.0 | 21.1 | -49.0 | 18.7 | 130.8 | -27.4 | -72.3 | 255.9 | 82.1 | 8.7 | 1044.4 | 50.0 | -25.0 | 166.7 | 50.0 | -77.8 | 800.0 | N/A | N/A | N/A | -100.0 | -13.5 | -23.2 | 29.3 | 869.8 | -93.0 | 89.0 | 16.0 | 662.2 | 1750.0 | -98.0 | 49.3 | 109.4 | -91.3 | -64.9 | 6913.3 | 200.0 | 25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.21% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.81% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.03% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.32% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.13% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.02% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.20% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.19% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.08% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.40% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.53% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 0.28% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.36% (99%)
- QQQQ (PowerShares QQQ) 0.72% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 0.60% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.33% (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 0.47% (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 0.29% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 0.32% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.17% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.86% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.12% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.08% (98%)
- GAM (General American Investors Closed Fund) 0.15% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.0% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.0% (97%)
- FXBY (Foxby Corp) 0.0% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 1.20% (22%)