Find A Portfolio/Ticker
Comparison Box
TWCIX: SELECT FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 120.13 0.01(0.01%) May 19
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 01/03/1980 |
| Last Dividend Date: | 12/17/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.75% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/19/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1980 |
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 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | -1.5 | 7.9 | 9.7 | 8.5 | 10.5 | 12.3 | 9.0 | 11.2 | 21.8 | 33.0 | -35.5 | 15.6 | 25.9 | 36.3 | -3.5 | 28.9 | 5.5 | 7.7 | 10.4 | 30.2 | 14.8 | 1.4 | 14.6 | 34.8 | -39.7 | 21.7 | -1.8 | 0.9 | 7.3 | 24.7 | -22.8 | -18.2 | -8.8 | 22.2 | 36.0 | 31.9 | 19.5 | 22.7 | -8.0 | 14.7 | -4.4 | 39.8 | -0.4 | 43.8 | 8.4 | 7.0 | 35.9 | 34.0 | -10.3 | 30.0 | 39.2 | -8.6 | 47.6 |
| Sharpe Ratio | NA | -0.21 | 0.06 | 0.25 | 0.25 | 0.4 | NA | NA | 0.42 | 0.87 | 1.74 | -1.17 | 0.89 | 0.71 | 2.42 | -0.25 | 3.67 | 0.4 | 0.49 | 0.81 | 2.6 | 1.05 | 0.06 | 0.8 | 1.42 | -1.05 | 1.12 | -0.42 | -0.14 | 0.62 | 1.57 | -0.98 | -1.03 | -0.56 | 0.93 | 1.51 | 1.47 | 1.28 | 2.03 | -1.08 | 1.15 | -0.59 | 1.99 | -0.33 | 2.62 | 0.21 | 0.06 | 1.61 | 2.63 | -1.1 | 1.76 | 1.65 | -0.71 | 1.87 |
| Draw Down(%) | NA | 23.1 | 26.5 | 27.8 | 42.3 | 42.3 | NA | NA | 57.3 | 12.9 | 10.4 | 37.5 | 12.6 | 30.9 | 8.9 | 22.2 | 2.3 | 12.5 | 13.1 | 6.9 | 6.1 | 11.7 | 20.1 | 16.6 | 21.1 | 49.2 | 10.3 | 14.4 | 8.2 | 10.2 | 12.2 | 31.1 | 30.5 | 19.6 | 11.1 | 19.9 | 11.0 | 8.2 | 4.4 | 15.0 | 5.9 | 12.6 | 7.6 | 19.9 | 8.4 | 9.9 | 36.2 | 13.4 | 9.6 | 22.7 | 12.0 | 14.2 | 24.1 | 25.9 |
| Standard Deviation(%) | NA | 33.8 | 25.3 | 23.3 | 23.0 | 21.5 | NA | NA | 20.0 | 17.6 | 16.6 | 31.5 | 17.4 | 35.8 | 14.4 | 19.6 | 7.7 | 13.2 | 15.7 | 12.7 | 11.6 | 14.1 | 24.4 | 18.0 | 24.4 | 38.7 | 16.8 | 12.1 | 9.1 | 10.3 | 15.3 | 24.4 | 20.2 | 23.1 | 20.4 | 21.6 | 19.3 | 12.4 | 9.3 | 10.2 | 10.9 | 11.5 | 18.1 | 17.2 | 14.6 | 17.5 | 46.6 | 19.6 | 10.9 | 15.5 | 13.5 | 19.1 | 25.9 | 21.2 |
| Treynor Ratio | NA | -0.08 | 0.02 | 0.07 | 0.07 | 0.1 | NA | NA | 0.12 | 0.19 | 0.35 | -0.47 | 0.31 | 0.27 | 0.53 | -0.05 | 0.33 | 0.06 | 0.08 | 0.11 | 0.33 | 0.16 | 0.02 | 0.16 | 0.35 | -0.4 | 0.19 | -0.06 | -0.02 | 0.1 | 0.31 | -0.32 | -0.4 | -0.22 | 0.21 | 0.39 | 0.31 | 0.25 | 0.32 | -0.14 | 0.14 | -0.07 | 0.42 | -0.07 | 0.38 | 0.04 | 0.07 | 0.87 | 2.55 | 19.61 | 23.53 | 33.75 | -2.25 | -3.6 |
| Alpha | NA | -0.04 | -0.02 | -0.03 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | -0.01 | -0.02 | 0.06 | -0.07 | 0.02 | -0.02 | 0.01 | 0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.04 | -0.02 | -0.03 | 0.01 | 0.02 | 0.02 | -0.01 | 0.01 | 0.02 | 0.03 | 0.04 | 0.03 | 0.01 | -0.04 | 0.06 | -0.02 | 0.01 | -0.01 | 0.02 | 0.0 | 0.12 | 0.13 | 0.09 | -0.06 | 0.08 | 0.11 | -0.06 | 0.14 |
| Beta | NA | 0.94 | 0.89 | 0.85 | 0.78 | 0.83 | NA | NA | 0.7 | 0.81 | 0.82 | 0.79 | 0.51 | 0.95 | 0.66 | 0.92 | 0.85 | 0.87 | 0.96 | 0.91 | 0.92 | 0.95 | 0.91 | 0.93 | 0.98 | 1.02 | 0.98 | 0.82 | 0.71 | 0.66 | 0.76 | 0.75 | 0.52 | 0.6 | 0.91 | 0.84 | 0.92 | 0.63 | 0.59 | 0.78 | 0.87 | 0.95 | 0.85 | 0.83 | 1.0 | 1.04 | 0.45 | 0.36 | 0.11 | -0.01 | 0.01 | 0.01 | 0.08 | -0.11 |
| RSquared | NA | 0.98 | 0.93 | 0.88 | 0.81 | 0.85 | NA | NA | 0.58 | 0.88 | 0.86 | 0.87 | 0.47 | 0.92 | 0.7 | 0.96 | 0.89 | 0.94 | 0.97 | 0.96 | 0.92 | 0.96 | 0.98 | 0.97 | 0.97 | 0.97 | 0.91 | 0.78 | 0.84 | 0.85 | 0.92 | 0.94 | 0.82 | 0.81 | 0.89 | 0.87 | 0.92 | 0.52 | 0.44 | 0.67 | 0.63 | 0.84 | 0.53 | 0.86 | 0.83 | 0.88 | 0.13 | 0.16 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 3.3 | 5.6 | 4.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.0 | 7.9 | 7.6 | 3.9 | 6.7 | 10.1 | 1.0 | 0.8 | 0.3 | 0.4 | 0.6 | 0.6 | 9.0 | 1.9 | 0.7 | 0.2 | 0.0 | 0.2 | 0.1 | 5.4 | 10.8 | 23.3 | 21.3 | 11.2 | 15.0 | 8.1 | 12.7 | 4.3 | 14.7 | 5.9 | 8.3 | 5.2 | 23.7 | 27.2 | 2.1 | 0.5 | 0.7 | 0.8 | 0.6 | 0.4 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 78.7 | -32.3 | -55.6 | N/A | N/A | N/A | N/A | N/A | -100.0 | -22.6 | 27.1 | 101.0 | -41.3 | -33.8 | 1144.0 | 47.2 | 197.1 | -16.1 | -22.5 | -38.2 | -92.2 | 344.3 | 183.6 | 219.5 | N/A | -100.0 | 17.5 | -97.7 | -45.3 | -48.8 | 22.4 | 103.1 | -18.7 | 56.1 | -35.6 | 168.5 | -63.2 | 124.8 | -1.3 | 57.9 | -81.4 | -4.3 | 1610.1 | 237.0 | 2.2 | 12.5 | 20.0 | 150.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1980
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 LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.46% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.41% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.10% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.26% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.22% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.10% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.11% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.23% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.04% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.05% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.07% (99%)
- VUG (Vanguard Growth ETF) 0.04% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.08% (99%)
- QQQQ (PowerShares QQQ) 0.10% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.12% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.25% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.32% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 0.06% (96%)
- PWB (Invesco Large Cap Growth ETF) 0.54% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.17% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.35% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.09% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.23% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.27% (97%)
- GAM (General American Investors Closed Fund) 0.11% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.0% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.98% (97%)
- FXBY (Foxby Corp) 3.06% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.19% (22%)
Latest Articles Related to TWCIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
