Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGUSX (TCW NEW AMERICA PREMIER EQUITIES FUND CLASS I) | NA | 19.11% | 2.68% | 10.38% | NA | NA | NA | 16.95% |
Data as of 06/17/2024, AR inception is 02/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGUSX (TCW NEW AMERICA PREMIER EQUITIES FUND CLASS I) | 02/02/2016 | 06/17/2024 |
| 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 | 19.11 | 2.68 | 10.38 | NA | NA | NA | 16.95 | 6.19 | 31.77 | -22.05 | 8.28 | 27.76 | 39.75 | 3.25 | 38.04 | 16.42 |
| Sharpe Ratio | NA | 1.19 | 0.01 | 0.41 | NA | NA | NA | 0.80 | 0.87 | 2.08 | -1.00 | 0.41 | 0.85 | 3.02 | 0.12 | 4.09 | 1.61 |
| Standard Deviation(%) | NA | 11.96 | 18.76 | 21.46 | NA | NA | NA | 18.51 | 11.81 | 13.33 | 23.53 | 20.08 | 32.07 | 12.72 | 16.79 | 9.18 | 11.09 |
| Draw Down(%) | NA | 10.25 | 38.55 | 38.55 | NA | NA | NA | 38.55 | 5.68 | 10.25 | 30.59 | 11.48 | 33.84 | 5.22 | 18.80 | 3.06 | 4.63 |
| Yield(%) | 0.00 | 0.19 | 0.06 | 0.25 | 1.24 | 0.83 | 0.62 | 1.55 | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 | 1.27 | 1.43 | 4.78 | 2.29 |
Data as of 06/17/2024, 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 |
|---|---|---|---|---|
| TGUSX (TCW NEW AMERICA PREMIER EQUITIES FUND CLASS I) |
0.87%
Sep 2019 - Sep 2022 |
8.57%
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 |
|---|---|---|---|---|
| TGUSX (TCW NEW AMERICA PREMIER EQUITIES FUND CLASS I) |
26.62%
Jun 2016 - Jun 2019 |
25.42%
Aug 2016 - Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart