Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| TGPNX (TCW CONSERVATIVE ALLOCATION FUND CLASS N SHARES) | 4.14% | 3.26% | 0.00% | 3.15% | 2.13% | 2.65% | 4.22% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGPNX (TCW CONSERVATIVE ALLOCATION FUND CLASS N SHARES) | 12/28/2006 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 12/28/2006.
AR inception is since 12/28/2006.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 0.00 | 3.15 | 2.13 | 2.65 | 4.22 | NA | 4.14 | 3.26 | 0.00 | 12.57 | -17.71 | 0.56 | 13.34 | 14.44 | -6.95 | 6.17 | 7.02 | 0.68 | 4.49 | 10.61 | 11.26 | -0.09 | 11.08 | 20.05 | -11.90 | 3.65 | -0.14 |
| Sharpe Ratio | NA | -0.68 | -0.17 | -0.04 | 0.10 | NA | NA | 0.33 | 0.61 | -0.68 | 1.16 | -1.67 | 0.06 | 0.97 | 3.03 | -1.17 | 0.78 | 0.90 | 0.11 | 0.70 | 2.07 | 2.49 | -0.01 | 1.19 | 2.08 | -1.05 | 0.10 | NA |
| Standard Deviation(%) | NA | 10.13 | 9.43 | 9.36 | 8.82 | NA | NA | 8.68 | 8.62 | 9.64 | 7.20 | 11.49 | 9.58 | 13.46 | 4.30 | 7.08 | 7.12 | 7.59 | 6.12 | 6.41 | 5.11 | 4.54 | 11.56 | 9.27 | 9.60 | 12.19 | 6.52 | 0.00 |
| Draw Down(%) | NA | 11.76 | 11.76 | 26.04 | 26.04 | NA | NA | 26.04 | 5.45 | 9.70 | 7.20 | 20.02 | 7.54 | 17.82 | 1.58 | 8.94 | 5.40 | 4.95 | 4.82 | 4.35 | 4.69 | 3.65 | 9.67 | 6.64 | 9.10 | 19.06 | 4.24 | 0.14 |
| Yield(%) | 0.00 | 0.00 | 1.54 | 1.52 | 3.08 | 3.58 | 3.21 | 3.57 | 0.00 | 0.00 | 3.13 | 1.50 | 2.02 | 0.70 | 7.19 | 5.73 | 3.91 | 5.78 | 3.29 | 1.04 | 1.36 | 2.40 | 4.12 | 7.09 | 2.92 | 1.22 | 4.84 | 0.95 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGPNX (TCW CONSERVATIVE ALLOCATION FUND CLASS N SHARES) |
-3.62%
Apr 2021 - Apr 2024 |
-0.02%
Dec 2017 - Dec 2022 |
2.21%
Oct 2013 - Oct 2023 |
3.45%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGPNX (TCW CONSERVATIVE ALLOCATION FUND CLASS N SHARES) |
13.95%
Feb 2009 - Feb 2012 |
11.70%
Feb 2009 - Feb 2014 |
7.36%
Feb 2009 - Feb 2019 |
5.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart