Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGDVX (TCW RELATIVE VALUE LARGE CAP FUND N CLASS) | 13.32% | 33.66% | 22.07% | 10.12% | 10.19% | 10.19% | 7.67% | … | … |
Data as of 06/04/2026, Common starting date is 12/31/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGDVX (TCW RELATIVE VALUE LARGE CAP FUND N CLASS) | 12/31/1997 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.07 | 33.66 | 22.07 | 10.12 | 10.19 | 10.19 | 7.67 | … | … | 13.32 | 19.17 | 18.29 | 16.04 | -11.97 | 20.61 | -0.56 | 25.72 | -17.00 | 14.97 | 16.76 | -6.42 | 10.71 | 35.89 | 19.10 | -3.89 | 16.63 | 32.98 | -40.94 | -3.25 | 18.51 | 6.78 | 20.43 | 38.40 | -18.73 | -3.11 | 13.66 | 8.35 | -4.17 | 0.00 |
| Sharpe Ratio | NA | 2.49 | 1.26 | 0.41 | 0.43 | NA | NA | … | … | 2.07 | 0.88 | 1.17 | 0.91 | -0.56 | 1.20 | -0.02 | 1.75 | -1.04 | 1.61 | 1.03 | -0.40 | 0.85 | 2.84 | 1.32 | -0.15 | 0.85 | 1.13 | -1.05 | -0.42 | 1.49 | 0.45 | 1.64 | 2.14 | -0.77 | -0.27 | 0.50 | 0.28 | -0.32 | NA |
| Standard Deviation(%) | NA | 11.95 | 14.77 | 17.36 | 19.54 | NA | NA | … | … | 13.14 | 18.49 | 12.51 | 13.71 | 23.90 | 17.17 | 38.63 | 13.89 | 17.81 | 8.95 | 16.00 | 16.07 | 12.53 | 12.62 | 14.58 | 26.92 | 19.45 | 29.03 | 39.76 | 15.24 | 10.19 | 10.10 | 11.89 | 17.58 | 25.88 | 20.88 | 18.90 | 17.83 | 24.01 | 0.00 |
| Draw Down(%) | NA | 7.78 | 19.23 | 25.28 | 42.69 | NA | NA | … | … | 7.78 | 19.23 | 6.75 | 11.18 | 21.40 | 7.06 | 41.44 | 9.18 | 27.47 | 3.75 | 12.57 | 14.03 | 10.40 | 6.11 | 12.52 | 26.26 | 18.26 | 27.75 | 51.50 | 15.57 | 7.43 | 5.68 | 7.84 | 14.46 | 34.70 | 26.34 | 11.42 | 17.05 | 27.32 | 0.00 |
| Yield(%) | 0.00 | 23.61 | 13.99 | 7.75 | 9.90 | 10.65 | 7.90 | … | … | 0.00 | 23.87 | 7.54 | 5.07 | 1.16 | 1.30 | 1.54 | 47.20 | 10.28 | 15.88 | 7.49 | 4.75 | 0.89 | 1.31 | 0.95 | 0.48 | 0.94 | 1.85 | 1.12 | 2.89 | 1.40 | 1.93 | 2.04 | 1.15 | 1.84 | 0.34 | 0.44 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/31/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGDVX (TCW RELATIVE VALUE LARGE CAP FUND N CLASS) |
-18.68%
Feb 2006 – Feb 2009 |
-7.55%
Feb 2004 – Feb 2009 |
0.24%
Feb 1999 – Feb 2009 |
3.74%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGDVX (TCW RELATIVE VALUE LARGE CAP FUND N CLASS) |
26.09%
Feb 2009 – Feb 2012 |
23.88%
Feb 2009 – Feb 2014 |
14.44%
Feb 2009 – Feb 2019 |
12.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart