Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TLGUX (LARGE CAP EQUITY FUND LARGE CAP EQUITY FUND) | 0.00% | 10.02% | 11.83% | 7.53% | 7.98% | 11.17% | 8.24% | 8.00% |
Data as of 07/17/2025, AR inception is 11/01/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLGUX (LARGE CAP EQUITY FUND LARGE CAP EQUITY FUND) | 11/01/1995 | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.02 | 11.83 | 7.53 | 7.98 | 11.17 | 8.24 | 8.00 | 0.00 | 22.07 | 18.48 | -26.35 | 11.69 | 15.75 | 29.14 | -5.10 | 20.51 | 6.32 | 3.56 | 10.62 | 34.94 | 16.98 | -2.53 | 16.97 | 38.15 | -41.41 | 16.53 | 4.56 | 8.86 | 10.22 | 38.12 | -31.24 | -20.72 | -22.87 | 33.11 | 38.06 | 29.15 | 20.72 | 2.30 |
| Sharpe Ratio | NA | 0.83 | 0.56 | 0.35 | 0.38 | NA | NA | 0.29 | 0.00 | 1.29 | 1.03 | -1.06 | 0.75 | 0.44 | 2.18 | -0.38 | 2.91 | 0.41 | 0.22 | 0.77 | 2.91 | 1.21 | -0.10 | 0.89 | 1.50 | -1.04 | 0.88 | 0.10 | 0.55 | 0.66 | 1.83 | -1.03 | -0.68 | -0.80 | 1.39 | 1.48 | 1.29 | 1.26 | 0.97 |
| Standard Deviation(%) | NA | 8.82 | 14.93 | 16.65 | 18.32 | NA | NA | 21.24 | NA | 12.02 | 14.00 | 26.25 | 15.51 | 34.73 | 12.72 | 16.76 | 6.86 | 14.93 | 16.27 | 13.82 | 12.01 | 14.07 | 25.44 | 18.98 | 25.34 | 40.74 | 15.51 | 12.88 | 12.13 | 14.04 | 20.42 | 31.55 | 34.35 | 33.82 | 21.55 | 23.41 | 19.81 | 13.54 | 12.04 |
| Draw Down(%) | NA | 7.63 | 18.78 | 34.86 | 35.05 | NA | NA | 66.08 | 0.00 | 7.63 | 10.68 | 27.84 | 13.87 | 35.05 | 7.19 | 19.64 | 2.59 | 14.35 | 13.31 | 8.40 | 6.53 | 10.83 | 20.88 | 16.15 | 18.61 | 52.43 | 9.03 | 12.32 | 9.02 | 12.17 | 12.43 | 40.42 | 43.17 | 34.16 | 12.28 | 23.63 | 11.72 | 10.95 | 3.68 |
| Yield(%) | 0.00 | 4.06 | 2.34 | 1.80 | 5.15 | 8.76 | 6.47 | 7.92 | 0.00 | 4.71 | 1.15 | 0.71 | 0.89 | 0.87 | 5.97 | 11.42 | 5.24 | 3.66 | 23.97 | 12.17 | 9.55 | 0.41 | 0.52 | 0.20 | 0.58 | 1.23 | 1.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.42 | 0.00 | 23.32 | 12.68 | 4.89 | 9.39 | 5.06 | 4.43 |
Data as of 07/17/2025, AR inception is 11/01/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLGUX (LARGE CAP EQUITY FUND LARGE CAP EQUITY FUND) |
-26.48%
Mar 2000 - Mar 2003 |
-11.00%
Mar 2000 - Mar 2005 |
-5.17%
Aug 2000 - Aug 2010 |
1.56%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLGUX (LARGE CAP EQUITY FUND LARGE CAP EQUITY FUND) |
36.75%
Mar 1997 - Mar 2000 |
23.22%
Feb 2009 - Feb 2014 |
15.72%
Feb 2009 - Feb 2019 |
12.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart