Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGVVX (GROWTH OPPORTUNITIES FUND GROWTH OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 6.27% | 14.01% | 22.72% | 10.10% | 11.32% | 13.85% | NA | 14.64% |
Data as of 07/16/2025, AR inception is 02/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGVVX (GROWTH OPPORTUNITIES FUND GROWTH OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 02/03/2009 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 14.01 | 22.72 | 10.10 | 11.32 | 13.85 | NA | 14.64 | 6.27 | 26.02 | 39.71 | -29.83 | 6.09 | 21.51 | 42.00 | -3.67 | 28.47 | 1.10 | -2.20 | 12.17 | 38.75 | 21.26 | -7.86 | 21.08 | 36.28 |
| Sharpe Ratio | NA | 0.45 | 0.86 | 0.32 | 0.45 | NA | NA | 0.63 | 0.25 | 1.11 | 2.27 | -0.98 | 0.27 | 0.58 | 2.75 | -0.25 | 3.33 | 0.06 | -0.13 | 0.88 | 3.04 | 1.36 | -0.28 | 1.05 | 1.64 |
| Standard Deviation(%) | NA | 24.86 | 21.63 | 23.63 | 22.29 | NA | NA | 21.23 | 29.09 | 17.50 | 15.74 | 31.80 | 22.79 | 36.70 | 14.78 | 19.85 | 8.39 | 15.41 | 16.69 | 13.78 | 12.73 | 15.71 | 28.32 | 20.01 | 24.50 |
| Draw Down(%) | NA | 23.43 | 23.43 | 40.79 | 40.79 | NA | NA | 40.79 | 23.43 | 11.72 | 9.74 | 31.78 | 17.27 | 33.15 | 7.68 | 23.19 | 2.86 | 14.91 | 15.45 | 9.44 | 6.11 | 13.72 | 25.73 | 18.81 | 19.19 |
| Yield(%) | 0.00 | 5.69 | 3.16 | 1.66 | 5.57 | 9.65 | 9.20 | 11.50 | 0.00 | 7.15 | 0.01 | 0.21 | 0.00 | 0.00 | 19.80 | 9.42 | 11.17 | 3.72 | 9.07 | 12.35 | 5.51 | 8.90 | 0.00 | 0.87 | 0.00 |
Data as of 07/16/2025, AR inception is 02/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGVVX (GROWTH OPPORTUNITIES FUND GROWTH OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-3.29%
Dec 2019 - Dec 2022 |
4.35%
Dec 2017 - Dec 2022 |
8.74%
Oct 2013 - Oct 2023 |
11.59%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGVVX (GROWTH OPPORTUNITIES FUND GROWTH OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
24.37%
Sep 2011 - Sep 2014 |
21.26%
Mar 2009 - Mar 2014 |
17.27%
Sep 2011 - Sep 2021 |
14.14%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart