Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGVOX (TCW RELATIVE VALUE MID CAP FUND I CLASS) | 19.21% | 37.73% | 22.87% | 7.98% | 11.05% | 10.14% | 7.88% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGVOX (TCW RELATIVE VALUE MID CAP FUND I CLASS) | 12/30/1997 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.48 | 37.73 | 22.87 | 7.98 | 11.05 | 10.14 | 7.88 | … | … | 19.21 | 15.53 | 17.26 | 15.99 | -13.25 | 17.76 | 3.66 | 29.35 | -22.17 | 19.74 | 25.85 | -12.06 | 5.61 | 35.99 | 21.08 | -5.14 | 23.02 | 30.36 | -37.80 | -0.99 | 12.86 | 6.25 | 10.72 | 50.16 | -26.47 | 33.65 | 38.83 | 24.96 | 0.30 | 1.22 |
| Sharpe Ratio | NA | 2.31 | 1.14 | 0.26 | 0.42 | NA | NA | … | … | 2.84 | 0.60 | 0.92 | 0.75 | -0.57 | 0.78 | 0.08 | 1.69 | -1.24 | 1.60 | 1.26 | -0.69 | 0.39 | 2.45 | 1.22 | -0.17 | 1.07 | 0.96 | -0.94 | -0.25 | 0.75 | 0.32 | 0.68 | 2.51 | -0.89 | 1.31 | 1.69 | 1.43 | -0.15 | NA |
| Standard Deviation(%) | NA | 14.43 | 17.34 | 20.23 | 22.52 | NA | NA | … | … | 16.07 | 21.10 | 14.77 | 16.68 | 25.91 | 22.69 | 43.18 | 16.48 | 19.07 | 11.98 | 20.41 | 17.51 | 14.19 | 14.66 | 17.43 | 29.97 | 21.37 | 31.50 | 41.08 | 16.80 | 12.61 | 12.36 | 14.36 | 19.73 | 31.05 | 24.25 | 20.45 | 15.06 | 21.32 | 0.00 |
| Draw Down(%) | NA | 9.04 | 22.69 | 31.91 | 51.09 | NA | NA | … | … | 9.04 | 22.19 | 8.64 | 12.79 | 23.81 | 12.31 | 48.40 | 11.79 | 31.52 | 5.07 | 16.29 | 19.09 | 14.91 | 7.79 | 13.93 | 29.13 | 17.14 | 26.76 | 53.12 | 16.08 | 13.05 | 9.49 | 14.72 | 12.99 | 45.17 | 23.71 | 9.87 | 13.20 | 36.32 | 0.00 |
| Yield(%) | 0.00 | 20.66 | 12.99 | 6.33 | 7.42 | 8.24 | 6.24 | … | … | 0.00 | 20.72 | 10.24 | 2.66 | 0.74 | 0.73 | 0.77 | 3.05 | 6.91 | 9.04 | 0.71 | 12.26 | 12.60 | 12.87 | 1.01 | 0.59 | 1.01 | 0.85 | 0.78 | 14.64 | 9.97 | 7.84 | 1.46 | 0.73 | 0.99 | 1.20 | 11.82 | 12.03 | 0.00 | 0.11 |
Data as of 06/04/2026, Common starting date is 12/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGVOX (TCW RELATIVE VALUE MID CAP FUND I CLASS) |
-17.68%
Feb 2006 – Feb 2009 |
-8.07%
Feb 2004 – Feb 2009 |
3.22%
Dec 2001 – Dec 2011 |
3.30%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGVOX (TCW RELATIVE VALUE MID CAP FUND I CLASS) |
40.08%
Aug 1998 – Aug 2001 |
25.00%
Aug 1998 – Aug 2003 |
15.83%
Aug 1998 – Aug 2008 |
12.74%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart