Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/09/2017.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| TMCOX (TURNER EMERGING GROWTH FUND INSTITUTIONAL) | 15.35% | NA | 12.02% | -1.70% | 6.62% | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMCOX (TURNER EMERGING GROWTH FUND INSTITUTIONAL) | 02/18/2009 | 02/09/2017 |
The return data shown below all have the same latest date: 02/09/2017.
AR inception is since 02/18/2009.
AR inception is since 02/18/2009.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.02 | -1.70 | 6.62 | NA | NA | NA | 15.35 | 0.30 | -4.21 | -0.35 | -2.35 | 46.72 | 9.17 | 1.04 | 29.70 | 38.49 |
| Sharpe Ratio | NA | 0.89 | -0.10 | 0.39 | NA | NA | NA | 0.62 | 0.27 | -0.30 | -0.02 | -0.12 | 3.15 | 0.55 | 0.03 | 1.23 | 1.59 |
| Standard Deviation(%) | NA | 13.23 | 17.30 | 16.89 | NA | NA | NA | 21.43 | 9.42 | 14.87 | 17.16 | 20.11 | 14.82 | 16.60 | 30.74 | 24.05 | 28.43 |
| Draw Down(%) | NA | 10.41 | 27.32 | 27.32 | NA | NA | NA | 27.32 | 1.83 | 15.21 | 14.28 | 20.99 | 5.04 | 11.69 | 25.70 | 19.84 | 15.38 |
| Yield(%) | 0.00 | 0.00 | 22.63 | 20.86 | 20.58 | 13.72 | 10.29 | 29.40 | 0.00 | 0.00 | 44.57 | 44.31 | 21.21 | 16.16 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMCOX (TURNER EMERGING GROWTH FUND INSTITUTIONAL) |
-2.80%
Oct 2013 - Oct 2016 |
4.68%
Apr 2011 - Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMCOX (TURNER EMERGING GROWTH FUND INSTITUTIONAL) |
27.12%
Mar 2009 - Mar 2012 |
24.27%
Mar 2009 - Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart