Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCRAX (GROWTH FUND A CLASS) | 3.53% | 20.63% | 19.86% | 11.69% | 15.92% | 14.10% | 11.90% | … | … |
Data as of 06/05/2026, Common starting date is 01/14/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCRAX (GROWTH FUND A CLASS) | 01/14/1998 | 06/05/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.94 | 20.63 | 19.86 | 11.69 | 15.92 | 14.10 | 11.90 | … | … | 3.53 | 14.99 | 25.90 | 42.94 | -31.57 | 27.57 | 31.79 | 35.09 | -1.83 | 29.79 | 3.87 | 4.39 | 10.65 | 29.06 | 13.70 | -0.99 | 17.38 | 35.11 | -37.99 | 18.68 | 7.67 | 4.57 | 9.62 | 24.16 | -26.19 | -18.97 | -15.20 | 34.26 | 38.31 |
| Sharpe Ratio | NA | 1.55 | 0.98 | 0.48 | 0.69 | NA | NA | … | … | 0.99 | 0.51 | 1.28 | 2.51 | -1.08 | 1.56 | 0.88 | 2.31 | -0.16 | 3.49 | 0.27 | 0.28 | 0.82 | 2.53 | 1.00 | -0.04 | 0.95 | 1.42 | -1.02 | 0.96 | 0.37 | 0.22 | 0.70 | 1.31 | -1.08 | -0.85 | -0.68 | 1.44 | 1.59 |
| Standard Deviation(%) | NA | 15.75 | 19.21 | 21.57 | 21.35 | NA | NA | … | … | 17.78 | 23.64 | 17.39 | 15.79 | 30.72 | 17.68 | 35.70 | 14.57 | 20.68 | 8.38 | 13.58 | 15.79 | 13.02 | 11.49 | 13.77 | 24.19 | 18.14 | 24.71 | 37.95 | 16.22 | 11.68 | 10.47 | 12.28 | 17.89 | 25.23 | 25.65 | 28.71 | 21.46 | 22.92 |
| Draw Down(%) | NA | 16.77 | 24.25 | 35.05 | 35.05 | NA | NA | … | … | 14.28 | 24.01 | 13.91 | 9.29 | 34.62 | 10.69 | 31.72 | 7.97 | 22.34 | 3.18 | 11.51 | 11.92 | 8.77 | 6.53 | 10.71 | 19.96 | 15.15 | 20.94 | 47.21 | 8.88 | 10.05 | 6.67 | 9.48 | 12.68 | 34.46 | 34.90 | 29.99 | 10.61 | 24.22 |
| Yield(%) | 0.00 | 18.18 | 12.36 | 9.41 | 12.60 | 12.24 | 12.00 | … | … | 0.00 | 17.94 | 7.66 | 6.97 | 3.33 | 12.06 | 4.49 | 7.07 | 11.92 | 12.13 | 5.17 | 6.90 | 22.58 | 7.21 | 4.49 | 3.76 | 0.10 | 0.01 | 0.17 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 | 0.15 | 0.00 | 10.84 | 15.05 | 22.39 |
Data as of 06/05/2026, Common starting date is 01/14/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCRAX (GROWTH FUND A CLASS) |
-23.59%
Mar 2000 – Mar 2003 |
-9.83%
Mar 2000 – Mar 2005 |
-4.16%
Aug 2000 – Aug 2010 |
1.78%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCRAX (GROWTH FUND A CLASS) |
31.45%
Dec 2018 – Dec 2021 |
23.68%
Dec 2016 – Dec 2021 |
17.68%
Dec 2011 – Dec 2021 |
16.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart