Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCMSX (TCM SMALL CAP GROWTH FUND INVESTOR CLASS) | -4.11% | -7.30% | 8.65% | 3.83% | 6.43% | 10.33% | 8.03% | 8.79% |
Data as of 07/07/2025, AR inception is 01/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCMSX (TCM SMALL CAP GROWTH FUND INVESTOR CLASS) | 01/25/2005 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | -7.30 | 8.65 | 3.83 | 6.43 | 10.33 | 8.03 | 8.79 | -4.11 | 9.69 | 20.32 | -23.58 | -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 | -0.30 | 0.29 | 0.07 | 0.20 | NA | NA | 0.30 | -0.28 | 0.14 | 0.88 | -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 | 0.77 | 0.85 | 1.89 |
| Standard Deviation(%) | NA | 28.40 | 23.49 | 28.54 | 25.84 | NA | NA | 24.69 | 30.45 | 22.37 | 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 | 35.87 | 35.87 | 45.50 | 45.50 | NA | NA | 55.98 | 27.50 | 16.87 | 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 | 1.77 | 0.81 | 0.46 | 4.40 | 8.89 | 7.19 | 8.27 | 0.00 | 2.03 | 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 07/07/2025, AR inception 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