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TGCNX: TCW SELECT EQUITIES FUND N CLASS (MUTUAL FUND)
Basic Info 23.18 0.05(0.22%) April 24
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (51%) |
Start Date: | 01/11/2000 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 17.22% |
Expenses | 1.20% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/11/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 8.9 | 36.0 | 5.1 | 13.8 | 13.5 | 15.0 | 10.0 | 7.4 | 24.8 | -36.6 | 25.6 | 39.0 | 35.8 | 2.2 | 32.6 | -8.3 | 11.8 | 7.2 | 28.7 | 15.5 | 3.5 | 16.6 | 42.6 | -38.0 | 13.6 | -5.3 | 3.4 | 12.5 | 49.7 | -30.6 | -19.5 | -3.5 |
Sharpe Ratio | NA | 0.99 | 1.72 | 0.08 | 0.46 | 0.56 | NA | NA | 0.26 | 0.91 | -1.12 | 1.33 | 1.06 | 2.23 | 0.04 | 3.51 | -0.48 | 0.7 | 0.46 | 2.22 | 1.06 | 0.14 | 0.88 | 1.74 | -0.99 | 0.6 | -0.61 | 0.08 | 0.67 | 2.19 | -0.9 | -0.58 | -0.23 |
Draw Down(%) | NA | 7.5 | 11.6 | 43.0 | 43.0 | 43.0 | NA | NA | 62.9 | 13.7 | 40.4 | 11.1 | 30.7 | 8.1 | 22.2 | 3.1 | 20.3 | 12.3 | 10.1 | 7.7 | 12.4 | 17.8 | 15.4 | 14.1 | 48.2 | 10.0 | 20.5 | 13.8 | 15.1 | 12.2 | 43.1 | 44.9 | 28.7 |
Standard Deviation(%) | NA | 17.4 | 16.3 | 24.3 | 26.2 | 21.9 | NA | NA | 23.8 | 22.7 | 33.9 | 19.2 | 36.6 | 15.4 | 21.8 | 9.1 | 17.6 | 16.7 | 15.8 | 12.9 | 14.7 | 25.1 | 18.8 | 24.4 | 39.0 | 17.6 | 14.2 | 14.9 | 17.4 | 22.4 | 35.2 | 38.5 | 33.5 |
Treynor Ratio | NA | 0.19 | 0.32 | 0.02 | 0.13 | 0.13 | NA | NA | 0.06 | 0.24 | -0.42 | 0.32 | 0.39 | 0.49 | 0.01 | 0.32 | -0.08 | 0.12 | 0.06 | 0.28 | 0.16 | 0.04 | 0.17 | 0.44 | -0.38 | 0.11 | -0.09 | 0.01 | 0.11 | 0.45 | -0.3 | -0.22 | -0.09 |
Alpha | NA | 0.02 | 0.02 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | -0.04 | 0.0 | 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 | 0.04 | 0.08 | 0.06 |
Beta | NA | 0.89 | 0.87 | 0.89 | 0.92 | 0.93 | NA | NA | 0.97 | 0.88 | 0.9 | 0.81 | 1.0 | 0.69 | 1.03 | 0.99 | 1.12 | 0.99 | 1.11 | 1.03 | 0.98 | 0.94 | 0.96 | 0.97 | 1.02 | 1.01 | 1.01 | 1.13 | 1.08 | 1.08 | 1.05 | 1.03 | 0.9 |
RSquared | NA | 0.92 | 0.89 | 0.93 | 0.93 | 0.91 | NA | NA | 0.9 | 0.56 | 0.97 | 0.81 | 0.96 | 0.67 | 0.97 | 0.88 | 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 | 0.9 | 0.88 | 0.85 |
Yield(%) | N/A | 0.0 | 16.7 | 12.4 | 14.7 | 13.8 | 20.3 | 10.6 | N/A | 19.2 | 12.5 | 16.8 | 10.4 | 12.7 | 15.9 | 29.4 | 6.3 | 8.3 | 3.5 | 4.1 | 1.7 | 1.3 | 0.0 | 0.0 | 9.7 | 11.2 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.9 |
Dividend Growth(%) | N/A | -100.0 | -21.9 | 45.5 | 19.3 | 498.5 | N/A | N/A | N/A | -21.9 | -17.3 | 101.6 | 2.0 | -32.1 | -44.7 | 316.5 | -23.7 | 146.4 | 3.7 | 179.3 | 31.8 | N/A | N/A | -100.0 | -12.5 | 1123.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2000
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