Find A Portfolio/Ticker
Comparison Box
TGMNX: TCW Total Return Bond N (MUTUAL FUND)
Basic Info 8.6 0.06(0.69%) March 21
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 01/11/1999 |
| Last Dividend Date: | 02/28/2023 |
| 12-Mo. Yield | 2.85% |
| Expenses | 0.77% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/20/2023)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 3.7 | -6.6 | -2.0 | 0.8 | 1.3 | 3.8 | 4.7 | -14.7 | -1.4 | 8.0 | 7.0 | 0.6 | 3.1 | 1.2 | 0.7 | 5.5 | 1.4 | 12.5 | 3.9 | 9.8 | 19.5 | 0.9 | 6.2 | 5.1 | 3.0 | 4.9 | 2.8 | 11.1 | 8.7 | 13.6 | -0.8 |
| SR | NA | 2.15 | -0.81 | -0.53 | 0.0 | 0.18 | NA | 0.85 | -1.87 | -0.4 | 1.58 | 1.53 | -0.25 | 0.92 | 0.34 | 0.23 | 2.73 | 0.53 | 7.7 | 1.66 | 3.36 | 4.05 | 0.0 | 0.77 | 0.7 | 0.38 | 1.35 | 0.91 | 3.54 | 1.79 | 1.39 | -0.91 |
| DD(%) | NA | 4.4 | 14.9 | 20.2 | 20.2 | 20.2 | NA | 20.2 | 19.0 | 3.3 | 6.0 | 2.3 | 2.6 | 1.3 | 4.3 | 1.9 | 0.7 | 4.3 | 0.5 | 1.5 | 2.0 | 1.9 | 3.6 | 2.9 | 1.2 | 1.8 | 3.8 | 2.2 | 1.1 | 2.2 | 4.1 | 4.0 |
| SD(%) | NA | 10.1 | 9.4 | 6.4 | 5.6 | 4.4 | NA | 4.2 | 8.6 | 3.5 | 4.9 | 3.7 | 3.0 | 2.7 | 3.0 | 3.0 | 2.0 | 2.7 | 1.6 | 2.3 | 2.9 | 4.8 | 7.4 | 4.2 | 2.6 | 2.1 | 2.9 | 2.3 | 2.8 | 3.6 | 6.8 | 4.4 |
| TR | NA | 0.19 | -0.08 | -0.04 | 0.0 | 0.01 | NA | 0.06 | -0.18 | -0.02 | 0.13 | 0.06 | -0.01 | 0.03 | 0.02 | 0.01 | 0.1 | 0.02 | 0.47 | 0.12 | 0.22 | 0.42 | 0.0 | 0.04 | 0.03 | 0.02 | 0.08 | 0.06 | 0.25 | 0.13 | 0.15 | -0.09 |
| Alpha(%) | NA | 0.03 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.01 | -0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.04 | 0.01 | 0.02 | 0.04 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.02 | -0.01 |
| Beta(%) | NA | 1.13 | 0.99 | 0.87 | 0.87 | 0.8 | NA | 0.61 | 0.92 | 0.81 | 0.58 | 1.0 | 0.88 | 0.82 | 0.65 | 0.62 | 0.52 | 0.57 | 0.27 | 0.33 | 0.43 | 0.47 | 0.67 | 0.78 | 0.6 | 0.45 | 0.52 | 0.35 | 0.4 | 0.51 | 0.63 | 0.46 |
| RS | NA | 0.89 | 0.86 | 0.75 | 0.73 | 0.71 | NA | 0.54 | 0.85 | 0.78 | 0.38 | 0.8 | 0.62 | 0.72 | 0.63 | 0.78 | 0.62 | 0.66 | 0.26 | 0.5 | 0.6 | 0.45 | 0.5 | 0.73 | 0.71 | 0.63 | 0.71 | 0.61 | 0.58 | 0.73 | 0.2 | 0.3 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/1999
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 Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (Vanguard Total Bond Market Index Inv) (100%)
- VBIIX (Vanguard Interm-Term Bond Index Inv) (100%)
- CMFCX (American Funds Mortgage 529C) 0.67% (99%)
- INCMX (FundX Flexible Income) (99%)
- VFICX (Vanguard Interm-Term Invmt-Grade Inv) (99%)
- VFIDX (Vanguard Interm-Term Investment-Grade Ad) 0.12% (98%)
- GPBFX (GMO Core Plus Bond IV) (98%)
- SAMIX (RidgeWorth Intermediate Bond I) 1.01% (98%)
- OWFIX (Old Westbury Fixed Income) 0.49% (98%)
- TAIBX (Target Intermediate-Term Bond T) (98%)
Best ETFs
- AGG (iShares Core US Aggregate Bond) (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) (99%)
- BND (Vanguard Total Bond Market ETF) (99%)
- GBF (iShares Government/Credit Bond) (99%)
- GVI (iShares Interm Government/Credit Bd) 0.39% (99%)
- MBB (iShares MBS) (98%)
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) (35%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) (35%)
- SCHZ (Schwab US Aggregate Bond ETF) (31%)
- BOND (PIMCO Total Return Active ETF) (30%)
Best Closed End Funds
* Day change on 03/21/2023.Latest Articles Related to TGMNX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
