Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TMCGX (TURNER EMERGING GROWTH FUND INVESTOR) | 1.34% | 7.39% | 10.01% | 6.85% | -1.50% | 4.55% | 3.54% | 8.76% |
Data as of 07/11/2025, AR inception is 08/02/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMCGX (TURNER EMERGING GROWTH FUND INVESTOR) | 08/02/1999 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 7.39 | 10.01 | 6.85 | -1.50 | 4.55 | 3.54 | 8.76 | 1.34 | 10.20 | 16.94 | -28.27 | 8.04 | -3.86 | -4.44 | -1.30 | -3.55 | 46.53 | 8.81 | 0.81 | 29.39 | 26.77 | -43.05 | 17.28 | 14.72 | 12.88 | 23.41 | 49.25 | -20.04 | 18.60 | 19.14 | 82.32 |
| Sharpe Ratio | NA | 0.18 | 0.32 | 0.18 | -0.10 | NA | NA | 0.28 | -0.02 | 0.22 | 0.73 | -0.91 | 0.39 | -0.03 | -0.31 | -0.08 | -0.18 | 3.14 | 0.53 | 0.03 | 1.22 | 0.91 | -1.14 | 0.79 | 0.66 | 0.68 | 1.34 | 2.87 | -1.01 | 0.76 | 0.42 | 16.22 |
| Standard Deviation(%) | NA | 22.98 | 21.13 | 22.77 | 28.68 | NA | NA | 25.11 | 26.70 | 16.40 | 17.52 | 32.80 | 20.60 | 58.77 | 14.82 | 17.22 | 20.19 | 14.81 | 16.59 | 30.75 | 24.05 | 29.26 | 38.58 | 18.18 | 17.33 | 15.68 | 16.75 | 16.90 | 20.89 | 21.72 | 35.42 | 19.33 |
| Draw Down(%) | NA | 25.28 | 25.28 | 39.66 | 59.95 | NA | NA | 59.95 | 24.29 | 10.24 | 17.35 | 34.90 | 14.55 | 50.87 | 15.19 | 14.97 | 21.12 | 5.06 | 11.73 | 25.79 | 19.90 | 24.94 | 52.80 | 10.19 | 16.15 | 10.25 | 13.95 | 12.40 | 30.52 | 23.44 | 33.59 | 5.18 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.61 | 4.29 | 10.03 | 7.24 | 19.85 | 0.00 | 0.00 | 0.00 | 0.00 | 3.44 | 4.22 | 0.00 | 46.19 | 45.05 | 21.46 | 16.28 | 0.00 | 0.00 | 0.00 | 2.10 | 15.83 | 9.64 | 8.36 | 13.76 | 3.09 | 0.00 | 0.00 | 14.59 | 8.11 |
Data as of 07/11/2025, AR inception is 08/02/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMCGX (TURNER EMERGING GROWTH FUND INVESTOR) |
-19.64%
Mar 2017 - Mar 2020 |
-7.51%
Jun 2017 - Jun 2022 |
-1.20%
Mar 2010 - Mar 2020 |
2.23%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMCGX (TURNER EMERGING GROWTH FUND INVESTOR) |
35.46%
Mar 2003 - Mar 2006 |
26.39%
Feb 2009 - Feb 2014 |
13.43%
Sep 1999 - Sep 2009 |
13.87%
Sep 1999 - Sep 2014 |
Annualized Rolling Returns Comparison Chart