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TGCEX: TCW SELECT EQUITIES FUND I CLASS (MUTUAL FUND)
Basic Info 32.98 0.46(1.41%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 12/30/1993 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 14.39% |
| Expenses | 0.77% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1993 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 8.5 | 14.5 | 24.7 | 14.1 | 15.2 | 16.1 | 11.7 | 9.1 | 13.4 | 28.6 | -47.2 | 11.6 | 30.0 | 36.0 | 2.4 | 32.8 | -8.1 | 12.1 | 7.5 | 29.0 | 15.8 | 3.9 | 17.0 | 43.1 | -37.9 | 13.9 | -5.1 | 3.7 | 12.9 | 50.3 | -30.4 | -19.2 | -5.8 | 42.9 | 18.9 | -13.2 | 19.2 | 26.5 | -7.0 | -0.2 |
| Sharpe Ratio | NA | 0.49 | 0.45 | 0.94 | 0.5 | 0.61 | NA | NA | 0.31 | 0.29 | 1.17 | -1.25 | 0.51 | 0.82 | 2.25 | 0.05 | 3.55 | -0.47 | 0.72 | 0.48 | 2.24 | 1.08 | 0.15 | 0.9 | 1.76 | -0.99 | 0.62 | -0.59 | 0.1 | 0.69 | 2.22 | -0.88 | -0.57 | -0.29 | 1.64 | 0.53 | -0.39 | 1.01 | 1.72 | -0.67 | NA |
| Draw Down(%) | NA | 22.6 | 22.6 | 23.4 | 43.0 | 43.0 | NA | NA | 62.7 | 18.0 | 11.6 | 48.3 | 15.2 | 30.7 | 8.0 | 22.1 | 3.1 | 20.3 | 12.3 | 10.1 | 7.7 | 12.3 | 17.7 | 15.4 | 14.2 | 48.0 | 10.0 | 20.4 | 13.7 | 15.1 | 12.3 | 43.0 | 44.8 | 28.6 | 10.9 | 25.7 | 34.4 | 13.6 | 6.4 | 15.5 | 0.2 |
| Standard Deviation(%) | NA | 29.8 | 25.0 | 22.7 | 23.9 | 22.7 | NA | NA | 24.1 | 23.9 | 21.1 | 39.1 | 22.7 | 36.0 | 15.4 | 21.8 | 9.1 | 17.6 | 16.7 | 15.7 | 13.0 | 14.7 | 25.1 | 18.7 | 24.4 | 39.0 | 17.7 | 14.2 | 14.9 | 17.4 | 22.3 | 35.6 | 38.5 | 33.8 | 24.3 | 29.7 | 43.1 | 15.4 | 13.1 | 15.0 | 0.0 |
| Treynor Ratio | NA | 0.16 | 0.12 | 0.23 | 0.13 | 0.15 | NA | NA | 0.08 | 0.08 | 0.27 | -0.53 | 0.17 | 0.32 | 0.5 | 0.01 | 0.33 | -0.07 | 0.12 | 0.07 | 0.28 | 0.16 | 0.04 | 0.18 | 0.44 | -0.38 | 0.11 | -0.08 | 0.01 | 0.11 | 0.46 | -0.3 | -0.21 | -0.11 | 0.39 | 0.14 | -0.18 | 0.2 | 0.32 | -0.1 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | NA | NA | 0.0 | -0.03 | -0.03 | -0.07 | 0.05 | -0.05 | 0.02 | 0.01 | 0.0 | -0.03 | 0.01 | -0.03 | -0.02 | -0.01 | 0.02 | 0.02 | 0.03 | 0.01 | 0.01 | -0.03 | -0.03 | 0.02 | 0.06 | 0.05 | 0.08 | 0.06 | 0.08 | -0.04 | -0.1 | 0.02 | 0.01 | -0.04 | NA |
| Beta | NA | 0.93 | 0.92 | 0.93 | 0.9 | 0.91 | NA | NA | 0.97 | 0.88 | 0.9 | 0.92 | 0.66 | 0.92 | 0.69 | 1.03 | 0.99 | 1.12 | 0.99 | 1.11 | 1.03 | 0.98 | 0.94 | 0.95 | 0.97 | 1.02 | 1.01 | 1.01 | 1.12 | 1.08 | 1.08 | 1.05 | 1.03 | 0.9 | 1.02 | 1.13 | 0.95 | 0.77 | 0.72 | 0.98 | NA |
| RSquared | NA | 0.97 | 0.96 | 0.95 | 0.94 | 0.91 | NA | NA | 0.82 | 0.6 | 0.66 | 0.78 | 0.49 | 0.85 | 0.67 | 0.97 | 0.87 | 0.89 | 0.92 | 0.93 | 0.91 | 0.94 | 0.98 | 0.95 | 0.95 | 0.96 | 0.88 | 0.85 | 0.79 | 0.81 | 0.86 | 0.88 | 0.88 | 0.85 | 0.8 | 0.87 | 0.24 | 0.51 | 0.32 | 0.49 | 0.0 |
| Yield(%) | N/A | 0.0 | 14.4 | 15.2 | 12.2 | 13.0 | 19.0 | 11.5 | N/A | 18.1 | 15.7 | 10.7 | 14.6 | 9.1 | 11.3 | 14.5 | 27.3 | 5.9 | 7.8 | 3.4 | 3.9 | 1.9 | 1.3 | 0.0 | 0.0 | 9.4 | 11.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.7 | 5.4 | 0.0 | 0.0 | 0.1 | 0.5 | 0.4 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | 45.6 | 21.8 | 21.5 | 473.2 | 500.3 | N/A | N/A | 45.6 | -21.9 | -17.4 | 102.0 | 2.0 | -32.3 | -44.6 | 315.1 | -23.4 | 142.2 | 4.9 | 140.1 | 54.1 | N/A | N/A | -100.0 | -12.7 | 1122.8 | N/A | N/A | N/A | N/A | N/A | -100.0 | 43.7 | N/A | N/A | -100.0 | -60.8 | 6.2 | 54.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1993
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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