Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGPCX (TCW CONSERVATIVE ALLOCATION FUND CLASS I SHARES) | 4.98% | 10.05% | 9.74% | 1.99% | 4.80% | 4.97% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGPCX (TCW CONSERVATIVE ALLOCATION FUND CLASS I SHARES) | 12/28/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 10.05 | 9.74 | 1.99 | 4.80 | 4.97 | NA | … | … | 4.98 | 9.17 | 7.51 | 12.85 | -17.47 | 0.81 | 13.64 | 14.84 | -7.10 | 6.31 | 8.36 | 1.31 | 4.63 | 11.62 | 11.44 | -0.03 | 11.09 | 19.91 | -11.80 | 3.67 | -0.14 |
| Sharpe Ratio | NA | 1.40 | 1.02 | -0.07 | 0.37 | NA | NA | … | … | 1.31 | 0.99 | 0.62 | 1.30 | -1.66 | 0.08 | 0.99 | 3.12 | -1.16 | 0.71 | 0.99 | 0.21 | 0.72 | 2.22 | 2.52 | -0.01 | 1.18 | 2.06 | -1.04 | 0.08 | NA |
| Standard Deviation(%) | NA | 5.52 | 6.58 | 8.42 | 8.63 | NA | NA | … | … | 6.73 | 6.37 | 6.27 | 7.15 | 11.46 | 9.60 | 13.46 | 4.28 | 7.34 | 7.96 | 8.22 | 6.15 | 6.45 | 5.23 | 4.55 | 11.55 | 9.32 | 9.61 | 12.28 | 6.95 | 0.00 |
| Draw Down(%) | NA | 4.43 | 7.12 | 25.88 | 25.88 | NA | NA | … | … | 4.43 | 5.38 | 3.42 | 7.12 | 19.84 | 7.53 | 17.85 | 1.58 | 9.08 | 6.12 | 4.95 | 4.72 | 4.33 | 4.68 | 3.65 | 9.75 | 6.55 | 9.10 | 19.14 | 4.23 | 0.14 |
| Yield(%) | 0.00 | 4.60 | 5.31 | 3.31 | 4.30 | 4.21 | 4.18 | … | … | 0.00 | 4.79 | 7.48 | 3.38 | 1.72 | 2.29 | 1.06 | 7.55 | 6.08 | 4.42 | 6.53 | 3.83 | 1.72 | 1.81 | 2.58 | 4.18 | 7.10 | 2.92 | 1.22 | 4.86 | 0.95 |
Data as of 06/04/2026, Common starting date is 12/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGPCX (TCW CONSERVATIVE ALLOCATION FUND CLASS I SHARES) |
-3.39%
Apr 2021 – Apr 2024 |
0.17%
Dec 2017 – Dec 2022 |
2.60%
Oct 2013 – Oct 2023 |
3.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGPCX (TCW CONSERVATIVE ALLOCATION FUND CLASS I SHARES) |
14.01%
Feb 2009 – Feb 2012 |
11.88%
Feb 2009 – Feb 2014 |
7.71%
Feb 2009 – Feb 2019 |
6.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart