Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGFRX (TANAKA GROWTH FUND CLASS R) | 13.42% | 13.21% | 25.76% | 22.09% | 9.87% | 11.57% | 8.20% | 6.75% |
Data as of 07/16/2025, AR inception is 06/11/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGFRX (TANAKA GROWTH FUND CLASS R) | 06/11/2001 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.46 | 13.21 | 25.76 | 22.09 | 9.87 | 11.57 | 8.20 | 6.75 | 13.42 | 10.65 | 50.24 | -22.71 | 17.92 | 50.87 | 18.78 | -25.18 | 7.28 | -4.45 | 12.18 | 6.69 | 31.64 | 22.44 | -10.44 | 6.34 | 51.26 | -49.68 | 13.65 | 9.49 | -1.40 | 7.10 | 65.70 | -37.35 | -7.09 |
| Sharpe Ratio | NA | 0.32 | 0.84 | 0.65 | 0.32 | NA | NA | 0.22 | 0.50 | 0.17 | 2.12 | -0.65 | 0.53 | 1.29 | 0.90 | -1.30 | 0.52 | -0.28 | 0.62 | 0.42 | 2.24 | 0.97 | -0.39 | 0.28 | 1.54 | -1.32 | 0.62 | 0.43 | -0.24 | 0.33 | 2.89 | -1.08 | -0.47 |
| Standard Deviation(%) | NA | 32.14 | 27.38 | 30.01 | 26.85 | NA | NA | 25.38 | 37.87 | 23.61 | 21.95 | 37.31 | 33.58 | 39.07 | 19.30 | 20.50 | 12.93 | 16.74 | 19.49 | 15.91 | 14.14 | 23.35 | 26.68 | 22.42 | 33.30 | 38.27 | 17.20 | 14.67 | 14.69 | 18.73 | 22.52 | 35.65 | 31.01 |
| Draw Down(%) | NA | 21.10 | 21.10 | 40.92 | 42.54 | NA | NA | 66.54 | 21.10 | 15.81 | 15.09 | 30.94 | 22.56 | 38.99 | 15.41 | 33.09 | 8.35 | 16.04 | 14.04 | 15.67 | 7.22 | 18.86 | 30.76 | 22.27 | 31.30 | 57.81 | 15.30 | 17.30 | 12.78 | 20.68 | 11.82 | 52.92 | 31.72 |
| Yield(%) | 0.00 | 6.45 | 3.81 | 5.32 | 2.52 | 3.38 | 2.37 | 1.96 | 0.00 | 7.82 | 0.00 | 0.08 | 8.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/16/2025, AR inception is 06/11/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGFRX (TANAKA GROWTH FUND CLASS R) |
-21.12%
Feb 2006 - Feb 2009 |
-13.04%
Feb 2004 - Feb 2009 |
-0.11%
Dec 2001 - Dec 2011 |
1.91%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGFRX (TANAKA GROWTH FUND CLASS R) |
31.38%
Dec 2018 - Dec 2021 |
28.45%
Mar 2020 - Mar 2025 |
15.06%
Sep 2011 - Sep 2021 |
13.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart