Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMGFX (TURNER MIDCAP GROWTH FUND INVESTOR) | NA | 14.59% | 0.18% | 8.36% | 3.07% | 8.36% | NA | … | … |
Data as of 10/31/2017, Common starting date is 11/20/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMGFX (TURNER MIDCAP GROWTH FUND INVESTOR) | 11/20/1997 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.59 | 0.18 | 8.36 | 3.07 | 8.36 | NA | … | … | 13.45 | -5.71 | -6.11 | 6.81 | 37.17 | 5.95 | -8.35 | 27.06 | 48.47 | -48.64 | 24.44 | 6.72 | 12.03 | 11.05 | 49.56 | -32.86 | -28.38 | -8.03 | 125.86 | 26.52 | 0.60 |
| Sharpe Ratio | NA | 1.47 | 0.00 | 0.52 | 0.11 | NA | NA | … | … | 1.81 | -0.32 | -0.35 | 0.39 | 2.54 | 0.32 | -0.27 | 1.10 | 1.48 | -1.12 | 1.11 | 0.20 | 0.67 | 0.58 | 2.17 | -1.07 | -0.81 | -0.23 | 4.44 | 0.95 | 0.12 |
| Standard Deviation(%) | NA | 9.55 | 15.77 | 15.90 | 25.02 | NA | NA | … | … | 8.70 | 18.24 | 17.77 | 17.20 | 14.60 | 18.38 | 30.99 | 24.58 | 32.72 | 44.06 | 19.36 | 17.58 | 14.75 | 17.40 | 22.47 | 31.77 | 38.49 | 52.28 | 27.62 | 24.36 | 17.39 |
| Draw Down(%) | NA | 3.53 | 34.06 | 34.06 | 59.37 | NA | NA | … | … | 3.16 | 22.95 | 18.81 | 14.66 | 6.34 | 14.89 | 27.54 | 18.97 | 22.87 | 58.43 | 12.22 | 18.10 | 10.08 | 19.90 | 13.46 | 43.28 | 47.03 | 43.25 | 13.92 | 34.00 | 6.09 |
| Yield(%) | 0.00 | 0.00 | 16.43 | 17.23 | 7.81 | 12.82 | 12.37 | … | … | 0.00 | 0.00 | 13.15 | 44.87 | 27.17 | 1.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.35 | 15.48 | 0.00 | 3.50 |
Data as of 10/31/2017, Common starting date is 11/20/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMGFX (TURNER MIDCAP GROWTH FUND INVESTOR) |
-30.10%
Feb 2000 – Feb 2003 |
-10.56%
Feb 2000 – Feb 2005 |
-4.63%
Aug 2000 – Aug 2010 |
0.53%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMGFX (TURNER MIDCAP GROWTH FUND INVESTOR) |
39.27%
Jan 1998 – Jan 2001 |
25.84%
Feb 2009 – Feb 2014 |
12.06%
Dec 1997 – Dec 2007 |
9.20%
Oct 1998 – Oct 2013 |
Annualized Rolling Returns Comparison Chart