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TGDNX: TCW GROWTH EQUITIES FUND N CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/02/2004 |
| Last Dividend Date: | 12/29/2016 |
| 12-Mo. Yield | 6.24% |
| Expenses | 1.20% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/02/2004 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -6.0 | -4.4 | 6.6 | 5.7 | -6.4 | -28.5 | -8.4 | -8.8 | 6.3 | -10.5 | 21.8 | 50.9 | -46.6 | 19.5 | 3.8 | 10.8 | 10.1 |
| Sharpe Ratio | NA | -1.78 | -1.53 | -1.13 | -0.82 | -0.8 | 0.77 | -1.95 | -1.47 | -1.28 | -0.6 | -0.67 | -0.92 | 0.15 | 1.06 | -1.41 | -0.12 | -1.05 | -0.7 | -0.61 |
| Draw Down(%) | NA | 12.1 | 50.4 | 66.6 | 66.6 | 66.6 | 1.6 | 21.3 | 34.2 | 14.8 | 35.6 | 16.4 | 27.9 | 15.1 | 19.3 | 58.2 | 15.5 | 18.7 | 13.5 | 17.8 |
| Standard Deviation(%) | NA | 16.5 | 24.8 | 29.3 | 30.5 | 28.0 | 9.1 | 20.7 | 32.0 | 21.0 | 45.7 | 18.5 | 31.5 | 21.7 | 30.5 | 46.7 | 21.4 | 17.8 | 14.6 | 18.8 |
| Treynor Ratio | NA | -0.27 | -0.33 | -0.3 | -0.25 | -0.22 | 0.11 | -0.35 | -0.42 | -0.22 | -0.29 | -0.11 | -0.27 | 0.03 | 0.32 | -0.67 | -0.02 | -0.16 | 0.0 | 0.0 |
| Alpha | NA | 0.06 | 0.05 | 0.0 | -0.03 | -0.02 | 0.0 | 0.11 | 0.07 | -0.08 | -0.16 | -0.03 | -0.02 | -0.06 | 0.02 | 0.0 | 0.01 | -0.01 | NA | NA |
| Beta | NA | 1.09 | 1.14 | 1.1 | 1.02 | 1.02 | 0.65 | 1.15 | 1.11 | 1.23 | 0.96 | 1.09 | 1.08 | 0.95 | 1.0 | 0.98 | 1.06 | 1.16 | NA | NA |
| RSquared | NA | 0.65 | 0.52 | 0.39 | 0.71 | 0.65 | 0.36 | 0.78 | 0.35 | 0.66 | 0.11 | 0.9 | 0.94 | 0.93 | 0.95 | 0.96 | 0.73 | 0.18 | 0.0 | 0.0 |
| Yield(%) | N/A | 6.2 | 11.1 | 15.1 | 10.1 | N/A | 0.0 | 6.0 | 21.5 | 10.7 | 48.5 | 1.5 | 3.7 | 0.0 | 0.0 | 0.0 | 10.9 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -80.3 | -43.4 | 496.4 | N/A | N/A | -100.0 | -80.3 | 86.7 | -80.6 | 3400.0 | -64.3 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/02/2004
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See Mid-Cap Growth Asset Class Trend Rankings |
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