Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCMSX (TCM SMALL CAP GROWTH FUND INVESTOR CLASS) | 18.46% | 46.44% | 21.69% | 5.28% | 11.94% | 11.48% | 9.07% | … | … |
Data as of 06/04/2026, Common starting date is 01/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCMSX (TCM SMALL CAP GROWTH FUND INVESTOR CLASS) | 01/25/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 46.44 | 21.69 | 5.28 | 11.94 | 11.48 | 9.07 | … | … | 18.46 | 14.32 | 18.46 | 20.32 | -23.61 | -1.26 | 19.69 | 33.28 | -6.04 | 24.78 | 16.00 | -0.75 | 6.68 | 49.92 | 12.60 | -7.52 | 21.69 | 26.88 | -43.24 | 16.62 | 18.78 | 29.76 |
| Sharpe Ratio | NA | 2.13 | 0.84 | 0.10 | 0.41 | NA | NA | … | … | 1.91 | 0.44 | 0.73 | 0.91 | -0.83 | -0.03 | 0.50 | 1.90 | -0.37 | 1.95 | 0.89 | -0.05 | 0.38 | 3.40 | 0.73 | -0.23 | 0.91 | 0.95 | -1.14 | 0.76 | 0.84 | 1.88 |
| Standard Deviation(%) | NA | 22.37 | 22.72 | 28.30 | 25.92 | NA | NA | … | … | 25.97 | 25.92 | 20.23 | 18.51 | 30.23 | 40.65 | 38.47 | 16.76 | 20.09 | 12.44 | 17.71 | 16.87 | 17.45 | 14.65 | 17.40 | 33.17 | 23.85 | 28.08 | 38.70 | 17.76 | 18.38 | 15.81 |
| Draw Down(%) | NA | 16.86 | 30.74 | 45.50 | 45.50 | NA | NA | … | … | 16.86 | 27.50 | 11.65 | 15.54 | 30.83 | 37.73 | 39.29 | 8.31 | 28.61 | 6.47 | 16.15 | 15.59 | 15.04 | 5.86 | 13.15 | 31.98 | 19.87 | 20.24 | 53.62 | 10.36 | 16.83 | 11.21 |
| Yield(%) | 0.00 | 6.54 | 6.70 | 2.89 | 6.20 | 8.24 | 6.77 | … | … | 0.00 | 6.05 | 11.52 | 0.00 | 0.00 | 0.00 | 0.00 | 1.85 | 12.14 | 17.19 | 0.00 | 14.41 | 14.84 | 29.59 | 2.63 | 0.00 | 0.00 | 0.00 | 0.00 | 10.98 | 3.55 | 1.03 |
Data as of 06/04/2026, Common starting date is 01/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCMSX (TCM SMALL CAP GROWTH FUND INVESTOR CLASS) |
-14.82%
Feb 2006 – Feb 2009 |
-3.54%
Oct 2007 – Oct 2012 |
5.09%
Feb 2006 – Feb 2016 |
5.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCMSX (TCM SMALL CAP GROWTH FUND INVESTOR CLASS) |
24.54%
Sep 2011 – Sep 2014 |
23.86%
Feb 2009 – Feb 2014 |
17.66%
Sep 2011 – Sep 2021 |
12.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart