Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMGEX (TURNER MIDCAP GROWTH FUND INSTITUTIONAL) | NA | 14.83% | 0.75% | 8.83% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 06/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMGEX (TURNER MIDCAP GROWTH FUND INSTITUTIONAL) | 06/18/2008 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.83 | 0.75 | 8.83 | NA | NA | NA | … | … | 13.62 | -5.47 | -5.85 | 8.12 | 37.45 | 6.22 | -8.12 | 27.38 | 48.82 | -45.67 |
| Sharpe Ratio | NA | 1.50 | 0.03 | 0.55 | NA | NA | NA | … | … | 1.84 | -0.31 | -0.33 | 0.47 | 2.57 | 0.34 | -0.26 | 1.11 | 1.49 | -1.24 |
| Standard Deviation(%) | NA | 9.54 | 15.73 | 15.86 | NA | NA | NA | … | … | 8.68 | 18.23 | 17.77 | 17.09 | 14.57 | 18.37 | 31.00 | 24.55 | 32.69 | 54.90 |
| Draw Down(%) | NA | 3.59 | 33.96 | 33.96 | NA | NA | NA | … | … | 3.11 | 22.96 | 18.76 | 14.52 | 6.29 | 14.84 | 27.48 | 18.91 | 22.83 | 56.25 |
| Yield(%) | 0.00 | 0.00 | 16.10 | 17.05 | 8.43 | 5.62 | 4.22 | … | … | 0.00 | 0.00 | 12.69 | 44.09 | 26.86 | 1.65 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/31/2017, Common starting date is 06/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMGEX (TURNER MIDCAP GROWTH FUND INSTITUTIONAL) |
-1.68%
Feb 2014 – Feb 2017 |
1.48%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMGEX (TURNER MIDCAP GROWTH FUND INSTITUTIONAL) |
31.33%
Feb 2009 – Feb 2012 |
26.14%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart