Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2015.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCGFX (Turner Large Growth Investor) | NA | 11.58% | 12.14% | 10.48% | NA | NA | NA | 5.94% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCGFX (Turner Large Growth Investor) | 08/11/2005 | 05/08/2015 |
The return data shown below all have the same latest date: 05/08/2015.
AR inception is since 08/11/2005.
AR inception is since 08/11/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.58 | 12.14 | 10.48 | NA | NA | NA | 5.94 | 0.86 | 6.31 | 32.13 | 11.28 | -5.57 | 13.07 | 38.18 | -48.78 | 22.00 | 8.94 | 6.14 |
| Sharpe Ratio | NA | 0.97 | 0.84 | 0.62 | NA | NA | NA | 0.20 | 0.33 | 0.42 | 2.41 | 0.69 | -0.20 | 0.59 | 1.37 | -1.18 | 1.04 | 0.40 | 1.10 |
| Standard Deviation(%) | NA | 11.95 | 14.38 | 18.95 | NA | NA | NA | 22.87 | 7.59 | 15.10 | 13.31 | 16.49 | 27.50 | 21.89 | 27.88 | 42.03 | 18.28 | 14.17 | 12.77 |
| Draw Down(%) | NA | 8.98 | 10.72 | 22.38 | NA | NA | NA | 58.29 | 3.43 | 10.72 | 7.36 | 13.00 | 22.38 | 18.24 | 20.22 | 57.09 | 11.29 | 13.36 | 6.03 |
| Yield(%) | 0.00 | 0.10 | 0.13 | 0.09 | 0.13 | 0.09 | 0.07 | 0.15 | 0.00 | 0.10 | 0.00 | 0.28 | 0.00 | 0.00 | 0.28 | 0.18 | 0.15 | 0.22 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCGFX (Turner Large Growth Investor) |
-16.37%
Feb 2006 - Feb 2009 |
-4.46%
Oct 2007 - Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCGFX (Turner Large Growth Investor) |
23.29%
Feb 2009 - Feb 2012 |
20.41%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart