Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGCEX (TCW SELECT EQUITIES FUND I CLASS) | 3.35% | 12.74% | 20.77% | 13.80% | 14.48% | 15.35% | 11.29% | 9.11% |
Data as of 06/24/2025, AR inception is 12/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGCEX (TCW SELECT EQUITIES FUND I CLASS) | 12/30/1993 | 06/24/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 12.74 | 20.77 | 13.80 | 14.48 | 15.35 | 11.29 | 9.11 | 3.35 | 13.43 | 28.59 | -47.23 | 11.58 | 30.04 | 36.02 | 2.42 | 32.85 | -8.06 | 12.12 | 7.52 | 29.02 | 15.78 | 3.88 | 16.96 | 43.13 | -37.88 | 13.88 | -5.12 | 3.73 | 12.92 | 50.26 | -30.36 | -19.25 | -5.78 | 42.95 | 18.92 | -13.24 | 19.17 | 26.45 | -7.04 | -0.16 |
| Sharpe Ratio | NA | 0.30 | 0.90 | 0.48 | 0.57 | NA | NA | 0.30 | 0.11 | 0.29 | 1.17 | -1.25 | 0.51 | 0.82 | 2.25 | 0.05 | 3.55 | -0.47 | 0.72 | 0.48 | 2.24 | 1.08 | 0.15 | 0.90 | 1.76 | -0.99 | 0.62 | -0.59 | 0.10 | 0.69 | 2.22 | -0.88 | -0.57 | -0.29 | 1.64 | 0.53 | -0.39 | 1.01 | 1.72 | -0.67 | NA |
| Standard Deviation(%) | NA | 24.95 | 22.90 | 23.92 | 22.67 | NA | NA | 24.14 | 30.55 | 23.93 | 21.08 | 39.13 | 22.72 | 36.03 | 15.42 | 21.81 | 9.12 | 17.62 | 16.75 | 15.74 | 12.96 | 14.70 | 25.08 | 18.74 | 24.42 | 39.04 | 17.66 | 14.24 | 14.88 | 17.44 | 22.33 | 35.61 | 38.45 | 33.80 | 24.28 | 29.65 | 43.11 | 15.41 | 13.14 | 14.96 | 0.00 |
| Draw Down(%) | NA | 22.62 | 23.38 | 42.96 | 42.96 | NA | NA | 62.68 | 22.62 | 18.01 | 11.62 | 48.32 | 15.18 | 30.71 | 8.01 | 22.13 | 3.09 | 20.30 | 12.32 | 10.05 | 7.70 | 12.34 | 17.74 | 15.37 | 14.15 | 48.01 | 10.01 | 20.38 | 13.74 | 15.14 | 12.25 | 42.99 | 44.76 | 28.64 | 10.88 | 25.72 | 34.44 | 13.56 | 6.36 | 15.46 | 0.16 |
| Yield(%) | 0.00 | 14.87 | 14.72 | 12.83 | 12.83 | 18.26 | 11.45 | 12.21 | 0.00 | 18.08 | 15.73 | 10.66 | 14.58 | 9.12 | 11.29 | 14.48 | 27.33 | 5.90 | 7.85 | 3.41 | 3.92 | 1.88 | 1.25 | 0.00 | 0.00 | 9.41 | 10.96 | 0.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.75 | 5.41 | 0.00 | 0.00 | 0.14 | 0.47 | 0.41 | 0.26 |
Data as of 06/24/2025, AR inception is 12/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGCEX (TCW SELECT EQUITIES FUND I CLASS) |
-21.95%
Mar 2000 - Mar 2003 |
-10.34%
Sep 1997 - Sep 2002 |
-3.67%
Aug 2000 - Aug 2010 |
0.94%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGCEX (TCW SELECT EQUITIES FUND I CLASS) |
33.60%
Dec 2018 - Dec 2021 |
26.54%
Dec 2016 - Dec 2021 |
18.56%
Sep 2011 - Sep 2021 |
16.80%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart