Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TMIIX (TURNER MIDCAP GROWTH FUND RETIREMENT) | NA | 14.39% | 0.24% | 8.57% | 2.92% | 8.09% | NA | 5.93% |
Data as of 10/31/2017, AR inception is 10/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMIIX (TURNER MIDCAP GROWTH FUND RETIREMENT) | 10/19/2001 | 10/31/2017 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.39 | 0.24 | 8.57 | 2.92 | 8.09 | NA | 5.93 | 13.26 | -6.01 | -6.31 | 7.60 | 36.75 | 5.78 | -8.59 | 26.73 | 48.09 | -48.75 | 24.13 | 6.19 | 11.48 | 10.47 | 48.80 | -33.14 | 14.08 |
| Sharpe Ratio | NA | 1.45 | 0.00 | 0.52 | 0.11 | NA | NA | 0.21 | 1.79 | -0.34 | -0.36 | 0.44 | 2.52 | 0.31 | -0.28 | 1.08 | 1.47 | -1.12 | 1.09 | 0.17 | 0.63 | 0.55 | 2.14 | -1.08 | 3.28 |
| Standard Deviation(%) | NA | 9.54 | 15.87 | 16.04 | 25.34 | NA | NA | 23.82 | 8.68 | 18.20 | 17.74 | 17.09 | 14.59 | 18.39 | 30.99 | 24.57 | 32.76 | 44.07 | 19.38 | 17.58 | 14.74 | 17.45 | 22.44 | 31.76 | 29.14 |
| Draw Down(%) | NA | 3.55 | 34.18 | 34.18 | 59.52 | NA | NA | 59.52 | 3.13 | 23.00 | 18.86 | 14.76 | 6.34 | 14.94 | 27.59 | 19.00 | 22.95 | 58.52 | 12.27 | 18.21 | 10.09 | 20.02 | 13.54 | 43.46 | 7.51 |
| Yield(%) | 0.00 | 0.00 | 17.38 | 18.16 | 8.03 | 12.88 | 7.57 | 9.46 | 0.00 | 0.00 | 14.54 | 47.40 | 28.30 | 1.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/31/2017, AR inception is 10/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMIIX (TURNER MIDCAP GROWTH FUND RETIREMENT) |
-18.48%
Feb 2006 - Feb 2009 |
-7.07%
Feb 2004 - Feb 2009 |
2.94%
Feb 2006 - Feb 2016 |
4.54%
Dec 2001 - Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMIIX (TURNER MIDCAP GROWTH FUND RETIREMENT) |
30.13%
Feb 2009 - Feb 2012 |
25.52%
Feb 2009 - Feb 2014 |
9.44%
Mar 2003 - Mar 2013 |
8.74%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart