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TWCGX: GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 53.66 0.81(1.53%) May 02
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 01/06/1983 |
| Last Dividend Date: | 02/18/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.98% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/06/1983 |
2024 | 2023 | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.6 | -7.5 | 2.7 | 8.4 | 9.4 | 10.4 | 11.3 | 9.7 | 11.3 | 19.4 | 36.7 | -34.2 | 16.0 | 27.8 | 35.4 | -1.3 | 30.1 | 4.2 | 4.6 | 11.0 | 29.4 | 14.0 | -0.8 | 17.7 | 35.5 | -37.8 | 19.0 | 7.9 | 4.8 | 9.9 | 24.4 | -26.1 | -18.7 | -15.0 | 34.7 | 37.0 | 29.2 | 15.0 | 42.9 | -1.5 | 3.8 | -4.3 | 69.1 | -3.8 | 43.1 | 2.7 | 13.8 | 63.0 | 34.0 | -21.4 | 23.2 |
| Sharpe Ratio | NA | -0.68 | -0.14 | 0.17 | 0.29 | 0.4 | NA | NA | 0.42 | 0.7 | 2.0 | -1.16 | 0.86 | 0.77 | 2.33 | -0.13 | 3.54 | 0.29 | 0.29 | 0.84 | 2.55 | 1.02 | -0.03 | 0.97 | 1.43 | -1.02 | 0.99 | 0.4 | 0.25 | 0.73 | 1.33 | -1.08 | -0.83 | -0.67 | 1.47 | 1.47 | 1.18 | 0.72 | 1.89 | -0.36 | 0.12 | -0.41 | 3.32 | -0.47 | 2.56 | -0.1 | 0.27 | 1.65 | 1.9 | -1.26 | 0.96 |
| Draw Down(%) | NA | 24.0 | 28.3 | 28.3 | 42.3 | 42.3 | NA | NA | 59.6 | 13.9 | 9.2 | 35.9 | 14.3 | 31.6 | 8.0 | 22.3 | 3.2 | 11.5 | 11.9 | 8.8 | 6.5 | 10.7 | 19.9 | 15.1 | 20.9 | 47.1 | 8.9 | 10.0 | 6.6 | 9.4 | 12.7 | 34.3 | 34.8 | 29.9 | 10.6 | 24.2 | 13.2 | 13.2 | 11.5 | 12.5 | 12.9 | 18.7 | 13.2 | 28.1 | 11.0 | 14.0 | 41.5 | 16.2 | 10.2 | 33.3 | 15.5 |
| Standard Deviation(%) | NA | 34.9 | 25.5 | 23.3 | 23.0 | 21.6 | NA | NA | 21.2 | 18.4 | 16.4 | 30.6 | 18.6 | 35.8 | 14.6 | 20.7 | 8.4 | 13.6 | 15.8 | 13.0 | 11.5 | 13.8 | 24.2 | 18.2 | 24.7 | 37.9 | 16.2 | 11.7 | 10.5 | 12.3 | 17.8 | 25.3 | 25.7 | 28.7 | 21.4 | 23.0 | 21.6 | 15.8 | 20.6 | 12.4 | 13.7 | 16.3 | 19.6 | 19.2 | 14.6 | 19.0 | 36.5 | 35.5 | 15.1 | 22.2 | 18.1 |
| Treynor Ratio | NA | -0.25 | -0.04 | 0.05 | 0.08 | 0.1 | NA | NA | 0.11 | 0.15 | 0.4 | -0.44 | 0.3 | 0.28 | 0.51 | -0.03 | 0.32 | 0.04 | 0.05 | 0.12 | 0.32 | 0.15 | -0.01 | 0.19 | 0.36 | -0.39 | 0.17 | 0.05 | 0.03 | 0.11 | 0.26 | -0.35 | -0.31 | -0.24 | 0.33 | 0.38 | 0.26 | 0.15 | 0.8 | -0.05 | 0.02 | -0.06 | 0.6 | -0.1 | 0.39 | -0.02 | 0.21 | 1.67 | 1.95 | 14.54 | -14.64 |
| Alpha | NA | -0.04 | -0.03 | -0.01 | 0.0 | 0.0 | NA | NA | 0.02 | -0.01 | 0.0 | -0.01 | 0.06 | -0.06 | 0.02 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.03 | 0.02 | -0.02 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.06 | 0.03 | 0.03 | 0.01 | 0.09 | -0.02 | 0.03 | -0.02 | 0.05 | -0.03 | 0.03 | -0.02 | 0.13 | 0.22 | 0.09 | -0.11 | 0.07 |
| Beta | NA | 0.94 | 0.89 | 0.85 | 0.79 | 0.85 | NA | NA | 0.79 | 0.83 | 0.81 | 0.81 | 0.54 | 0.97 | 0.67 | 0.98 | 0.93 | 0.9 | 0.96 | 0.93 | 0.93 | 0.92 | 0.91 | 0.94 | 0.99 | 1.0 | 0.96 | 0.86 | 0.84 | 0.81 | 0.91 | 0.78 | 0.69 | 0.78 | 0.95 | 0.88 | 0.98 | 0.79 | 0.49 | 0.91 | 1.04 | 1.19 | 1.08 | 0.9 | 0.96 | 1.1 | 0.47 | 0.35 | 0.15 | -0.02 | -0.01 |
| RSquared | NA | 0.99 | 0.92 | 0.93 | 0.85 | 0.88 | NA | NA | 0.65 | 0.85 | 0.87 | 0.95 | 0.47 | 0.95 | 0.7 | 0.98 | 0.91 | 0.96 | 0.97 | 0.95 | 0.95 | 0.95 | 0.98 | 0.97 | 0.97 | 0.98 | 0.95 | 0.9 | 0.89 | 0.91 | 0.97 | 0.95 | 0.89 | 0.89 | 0.88 | 0.85 | 0.84 | 0.5 | 0.06 | 0.62 | 0.58 | 0.66 | 0.74 | 0.8 | 0.76 | 0.83 | 0.25 | 0.04 | 0.04 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 4.3 | 6.8 | 6.6 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 7.2 | 12.1 | 12.0 | 5.3 | 7.0 | 22.4 | 7.4 | 4.5 | 3.9 | 0.4 | 0.3 | 0.3 | 0.2 | 0.1 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 11.1 | 15.4 | 22.4 | 19.2 | 2.2 | 33.2 | 14.8 | 11.7 | 1.4 | 0.2 | 5.8 | 5.5 | 2.5 | 25.8 | 65.2 | 1.3 | 0.3 | 0.4 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 9.5 | 1.3 | -46.8 | N/A | N/A | N/A | N/A | -100.0 | -97.4 | -49.0 | 18.6 | 130.8 | -27.3 | -72.3 | 256.5 | 81.6 | 8.6 | 1034.1 | 59.6 | -31.3 | 144.1 | 126.7 | -82.6 | 1128.6 | N/A | N/A | N/A | -100.0 | -13.5 | -23.2 | 29.4 | 871.1 | -93.1 | 88.7 | 16.0 | 671.0 | 1307.7 | -97.4 | 49.3 | 109.7 | -91.3 | -65.0 | 6775.8 | 188.7 | 17.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/1983
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
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- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 1.20% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 1.44% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 1.77% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 1.60% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 1.19% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 1.54% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 1.65% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 2.05% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 1.81% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 1.86% (99%)
- VUG (Vanguard Growth ETF) 1.42% (99%)
- IWF (iShares Russell 1000 Growth ETF) 1.43% (99%)
- QQQQ (PowerShares QQQ) 1.48% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 1.61% (97%)
- FPX (First Trust US Equity Opportunities ETF) 4.15% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 2.00% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 1.38% (96%)
- PWB (Invesco Large Cap Growth ETF) 2.18% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 1.93% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 1.16% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.74% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.23% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.46% (97%)
- GAM (General American Investors Closed Fund) 1.02% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 1.42% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.97% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.59% (22%)
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