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TGSNX: TCW SMALL CAP GROWTH FUND N CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/09/2000 |
Last Dividend Date: | 12/29/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.49% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/09/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -12.5 | -1.0 | 1.6 | -4.8 | 4.4 | 7.6 | -6.7 | 0.5 | 45.1 | 2.8 | -11.7 | 22.3 | 62.7 | -39.0 | 18.5 | 13.5 | 8.5 | 8.7 | 48.8 | -47.5 | -31.4 | -42.8 |
Sharpe Ratio | NA | 1.49 | 0.06 | 0.37 | 0.24 | NA | -0.07 | 2.57 | 0.37 | -0.38 | 0.03 | 2.96 | 0.15 | -0.35 | 0.97 | 1.99 | -0.88 | 0.81 | 0.53 | 0.42 | 0.36 | 1.9 | -1.3 | -0.68 | -0.87 |
Draw Down(%) | NA | 8.7 | 34.1 | 34.1 | 57.5 | NA | 86.1 | 1.5 | 21.1 | 20.1 | 18.7 | 5.5 | 18.8 | 31.9 | 19.3 | 22.5 | 53.6 | 13.4 | 18.0 | 13.9 | 25.2 | 19.0 | 57.2 | 56.4 | 58.8 |
Standard Deviation(%) | NA | 15.4 | 18.6 | 18.3 | 26.0 | NA | 30.0 | 8.4 | 19.8 | 17.9 | 19.8 | 15.2 | 18.9 | 33.5 | 22.8 | 31.5 | 45.2 | 19.2 | 19.2 | 15.1 | 21.3 | 25.3 | 37.5 | 50.3 | 58.2 |
Treynor Ratio | NA | 0.24 | 0.01 | 0.06 | 0.06 | NA | -0.02 | 0.52 | 0.07 | -0.06 | 0.0 | 0.45 | 0.03 | -0.12 | 0.24 | 0.67 | -0.39 | 0.16 | 0.09 | 0.07 | 0.07 | 0.4 | -0.36 | -0.2 | -0.37 |
Alpha | NA | 0.01 | -0.02 | -0.03 | -0.02 | NA | -0.03 | 0.05 | -0.01 | -0.02 | -0.01 | 0.02 | -0.05 | -0.04 | -0.02 | 0.06 | 0.01 | 0.03 | 0.0 | 0.0 | -0.03 | -0.01 | -0.15 | -0.11 | -0.14 |
Beta | NA | 0.94 | 1.07 | 1.06 | 1.0 | NA | 1.12 | 0.42 | 1.06 | 1.06 | 1.18 | 1.0 | 1.03 | 1.01 | 0.91 | 0.93 | 1.02 | 0.99 | 1.09 | 0.94 | 1.09 | 1.21 | 1.37 | 1.72 | 1.37 |
RSquared | NA | 0.76 | 0.86 | 0.87 | 0.92 | NA | 0.81 | 0.35 | 0.88 | 0.89 | 0.88 | 0.9 | 0.87 | 0.95 | 0.91 | 0.94 | 0.95 | 0.89 | 0.91 | 0.87 | 0.9 | 0.87 | 0.83 | 0.75 | 0.71 |
Yield(%) | N/A | 0.1 | 12.2 | 11.9 | 8.1 | 6.9 | N/A | 0.0 | 0.1 | 23.5 | 17.0 | 19.7 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.5 |
Dividend Growth(%) | N/A | -99.7 | 126.2 | 83900.0 | N/A | N/A | N/A | -100.0 | -99.7 | 16.6 | 4.3 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/09/2000
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