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TGLMX: TCW Total Return Bond I (MUTUAL FUND)
Basic Info 8.43 0.09(1.08%) March 22
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 06/17/1993 |
| Last Dividend Date: | 02/28/2023 |
| 12-Mo. Yield | 2.75% |
| Expenses | 0.44% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 5.0 | -4.2 | -1.2 | 1.5 | 1.8 | 4.2 | 3.6 | -14.4 | -0.6 | 8.3 | 7.3 | 0.8 | 3.5 | 1.6 | 1.1 | 5.8 | 1.7 | 12.9 | 4.1 | 10.7 | 19.9 | 1.1 | 6.6 | 5.3 | 3.4 | 5.2 | 2.0 | 9.0 | 9.4 | 12.9 | -7.3 | -2.6 | 2.9 | -2.3 | 12.1 | -13.3 | 0.7 |
| SR | NA | 2.26 | -0.77 | -0.45 | 0.07 | 0.27 | NA | 0.31 | -1.83 | -0.18 | 1.63 | 1.61 | -0.17 | 1.06 | 0.46 | 0.37 | 2.93 | 0.62 | 7.75 | 1.78 | 3.55 | 4.07 | 0.02 | 0.89 | 0.81 | 0.58 | 1.44 | 0.56 | 2.78 | 1.95 | 1.94 | -1.06 | -0.4 | -0.04 | -0.43 | 0.64 | -2.97 | -0.3 |
| DD(%) | NA | 4.4 | 14.7 | 19.2 | 19.2 | 19.2 | NA | 19.2 | 18.7 | 3.3 | 6.0 | 2.3 | 2.6 | 1.4 | 4.3 | 1.8 | 0.6 | 4.2 | 0.4 | 1.4 | 2.0 | 1.9 | 3.5 | 2.9 | 1.1 | 1.8 | 3.8 | 2.1 | 1.3 | 2.1 | 3.5 | 7.6 | 7.8 | 8.8 | 11.4 | 8.3 | 14.4 | 1.5 |
| SD(%) | NA | 9.7 | 9.4 | 6.4 | 5.6 | 4.4 | NA | 6.6 | 8.7 | 3.7 | 4.9 | 3.7 | 3.1 | 2.7 | 3.0 | 3.0 | 2.0 | 2.7 | 1.7 | 2.3 | 3.0 | 4.9 | 7.4 | 4.1 | 2.5 | 2.1 | 3.0 | 2.3 | 2.8 | 3.7 | 4.6 | 9.9 | 15.0 | 13.9 | 13.6 | 13.0 | 5.5 | 2.6 |
| TR | NA | 0.2 | -0.07 | -0.03 | 0.0 | 0.01 | NA | 0.03 | -0.17 | -0.01 | 0.14 | 0.06 | -0.01 | 0.04 | 0.02 | 0.02 | 0.11 | 0.03 | 0.46 | 0.12 | 0.23 | 0.42 | 0.0 | 0.05 | 0.04 | 0.03 | 0.08 | 0.04 | 0.21 | 0.14 | 0.13 | -0.18 | -0.1 | -0.01 | -0.07 | 0.34 | -0.3 | -0.08 |
| Alpha(%) | NA | 0.03 | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.04 | 0.01 | 0.02 | 0.04 | 0.02 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.02 | -0.03 | -0.03 | -0.01 | -0.02 | 0.02 | -0.05 | 0.0 |
| Beta(%) | NA | 1.09 | 0.98 | 0.88 | 0.87 | 0.8 | NA | 0.6 | 0.92 | 0.88 | 0.59 | 0.98 | 0.9 | 0.8 | 0.64 | 0.62 | 0.53 | 0.58 | 0.28 | 0.34 | 0.45 | 0.47 | 0.66 | 0.75 | 0.57 | 0.45 | 0.53 | 0.31 | 0.38 | 0.51 | 0.67 | 0.59 | 0.61 | 0.47 | 0.78 | 0.24 | 0.54 | 0.1 |
| RS | NA | 0.9 | 0.85 | 0.76 | 0.73 | 0.7 | NA | 0.21 | 0.84 | 0.83 | 0.38 | 0.78 | 0.61 | 0.69 | 0.63 | 0.79 | 0.64 | 0.65 | 0.27 | 0.52 | 0.62 | 0.44 | 0.49 | 0.73 | 0.68 | 0.64 | 0.71 | 0.49 | 0.51 | 0.71 | 0.48 | 0.1 | 0.05 | 0.02 | 0.12 | 0.01 | 0.29 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/1993
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