Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGVVX (GROWTH OPPORTUNITIES FUND GROWTH OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 4.60% | 23.57% | 23.94% | 9.92% | 14.36% | 13.13% | NA | … | … |
Data as of 06/05/2026, Common starting date 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 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.23 | 23.57 | 23.94 | 9.92 | 14.36 | 13.13 | NA | … | … | 4.60 | 18.04 | 32.95 | 43.21 | -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 | 1.28 | 1.08 | 0.32 | 0.58 | NA | NA | … | … | 0.47 | 0.65 | 1.71 | 2.54 | -0.99 | 0.27 | 0.58 | 2.74 | -0.26 | 3.33 | 0.06 | -0.13 | 0.88 | 3.04 | 1.36 | -0.28 | 1.05 | 1.64 |
| Standard Deviation(%) | NA | 16.39 | 19.09 | 22.90 | 22.11 | NA | NA | … | … | 18.17 | 23.48 | 17.17 | 15.73 | 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 | 15.90 | 23.43 | 40.79 | 40.79 | NA | NA | … | … | 14.05 | 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 | 17.26 | 11.78 | 5.98 | 9.43 | 10.33 | 12.86 | … | … | 0.00 | 17.23 | 7.15 | 3.44 | 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 06/05/2026, Common starting date 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 |
11.68%
Mar 2011 – Mar 2026 |
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) |
30.99%
Dec 2022 – Dec 2025 |
21.26%
Mar 2009 – Mar 2014 |
17.27%
Sep 2011 – Sep 2021 |
14.33%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart