Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGUNX (TCW NEW AMERICA PREMIER EQUITIES FUND CLASS N) | NA | 22.40% | 6.56% | 13.70% | NA | NA | NA | 18.29% |
Data as of 05/29/2024, AR inception is 02/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGUNX (TCW NEW AMERICA PREMIER EQUITIES FUND CLASS N) | 02/02/2016 | 05/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.40 | 6.56 | 13.70 | NA | NA | NA | 18.29 | 4.63 | 31.42 | -22.25 | 21.61 | 27.44 | 39.42 | 3.32 | 37.95 | 16.42 |
| Sharpe Ratio | NA | 1.53 | 0.28 | 0.59 | NA | NA | NA | 0.91 | 0.67 | 2.10 | -1.02 | 1.30 | 0.87 | 2.98 | 0.12 | 4.08 | 1.61 |
| Standard Deviation(%) | NA | 11.94 | 17.52 | 20.57 | NA | NA | NA | 17.92 | 11.72 | 13.33 | 23.40 | 16.61 | 31.19 | 12.72 | 16.77 | 9.17 | 11.09 |
| Draw Down(%) | NA | 10.36 | 30.98 | 33.86 | NA | NA | NA | 33.86 | 5.38 | 10.36 | 30.75 | 9.14 | 33.86 | 5.23 | 18.80 | 3.06 | 4.63 |
| Yield(%) | 0.00 | 0.11 | 4.26 | 4.15 | 4.90 | 3.27 | 2.45 | 6.13 | 0.00 | 0.12 | 0.00 | 13.84 | 0.00 | 1.00 | 1.43 | 4.78 | 2.29 |
Data as of 05/29/2024, AR inception is 02/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGUNX (TCW NEW AMERICA PREMIER EQUITIES FUND CLASS N) |
4.68%
Sep 2019 - Sep 2022 |
10.91%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGUNX (TCW NEW AMERICA PREMIER EQUITIES FUND CLASS N) |
29.28%
Dec 2018 - Dec 2021 |
25.26%
Aug 2016 - Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart