Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGVCX (GROWTH OPPORTUNITIES FUND GROWTH OPPORTUNITIES FUND CLASS C) | 6.24% | 16.67% | 23.47% | 12.40% | 16.42% | 16.88% | 11.97% | 7.31% |
Data as of 07/17/2025, AR inception is 04/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGVCX (GROWTH OPPORTUNITIES FUND GROWTH OPPORTUNITIES FUND CLASS C) | 04/04/2000 | 07/17/2025 |
| 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.38 | 16.67 | 23.47 | 12.40 | 16.42 | 16.88 | 11.97 | 7.31 | 6.24 | 23.87 | 37.86 | -30.74 | -3.23 | 71.90 | 40.43 | -4.68 | 27.05 | 0.01 | -3.35 | 10.96 | 37.25 | 18.17 | -7.54 | 19.75 | 34.54 | -39.77 | 17.39 | -0.71 | 8.63 | 8.19 | 40.23 | -37.18 | -29.09 | -13.08 |
| Sharpe Ratio | NA | 0.40 | 0.89 | 0.44 | 0.61 | NA | NA | 0.24 | 0.21 | 0.99 | 2.15 | -1.01 | -0.11 | 1.30 | 2.64 | -0.30 | 3.15 | -0.01 | -0.20 | 0.80 | 2.92 | 1.16 | -0.27 | 0.98 | 1.35 | -1.04 | 0.84 | -0.26 | 0.46 | 0.42 | 1.78 | -1.12 | -0.95 | -0.56 |
| Standard Deviation(%) | NA | 24.82 | 21.53 | 22.57 | 25.12 | NA | NA | 24.57 | 29.13 | 17.54 | 15.78 | 31.81 | 29.03 | 54.91 | 14.80 | 19.86 | 8.41 | 15.39 | 16.69 | 13.77 | 12.73 | 15.73 | 28.17 | 19.99 | 25.60 | 39.05 | 17.23 | 15.24 | 14.18 | 17.08 | 22.25 | 34.05 | 33.42 | 38.07 |
| Draw Down(%) | NA | 23.62 | 23.62 | 36.67 | 36.67 | NA | NA | 70.46 | 23.62 | 11.76 | 9.98 | 32.64 | 23.79 | 33.21 | 7.79 | 23.44 | 2.88 | 15.01 | 15.75 | 9.57 | 6.24 | 13.89 | 26.09 | 19.04 | 19.26 | 48.40 | 11.04 | 19.74 | 9.30 | 19.83 | 11.47 | 45.64 | 46.25 | 29.29 |
| Yield(%) | 0.00 | 6.50 | 5.21 | 7.79 | 10.76 | 15.25 | 10.58 | 5.14 | 0.00 | 7.89 | 3.74 | 1.64 | 16.88 | 16.07 | 25.80 | 11.72 | 13.55 | 4.21 | 10.53 | 13.85 | 5.99 | 9.33 | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/17/2025, AR inception is 04/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGVCX (GROWTH OPPORTUNITIES FUND GROWTH OPPORTUNITIES FUND CLASS C) |
-23.94%
Aug 2000 - Aug 2003 |
-11.78%
Aug 2000 - Aug 2005 |
-7.07%
Aug 2000 - Aug 2010 |
0.04%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGVCX (GROWTH OPPORTUNITIES FUND GROWTH OPPORTUNITIES FUND CLASS C) |
43.55%
Dec 2018 - Dec 2021 |
31.05%
Oct 2016 - Oct 2021 |
21.29%
Sep 2011 - Sep 2021 |
17.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart