Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOECX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS C) | 12.17% | 17.00% | 16.49% | 3.14% | 18.05% | 14.69% | 12.01% | … | … |
Data as of 06/03/2026, Common starting date is 12/27/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOECX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS C) | 12/27/1994 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.15 | 17.00 | 16.49 | 3.14 | 18.05 | 14.69 | 12.01 | … | … | 12.17 | 8.41 | 15.03 | 23.15 | -26.83 | -4.24 | 153.19 | 40.98 | -4.39 | 23.25 | 3.83 | -0.14 | 12.21 | 33.69 | 18.93 | -12.34 | 20.16 | 36.69 | -39.91 | 11.25 | 13.36 | 9.90 | 9.69 | 45.81 | -25.74 | 6.61 | 24.62 | 45.14 | 1.81 | 30.86 | 3.15 | 13.00 | 1.52 |
| Sharpe Ratio | NA | 0.93 | 0.68 | 0.01 | 0.49 | NA | NA | … | … | 1.40 | 0.21 | 0.66 | 1.22 | -0.88 | -0.16 | 1.80 | 2.71 | -0.31 | 2.64 | 0.22 | -0.01 | 0.89 | 2.63 | 1.20 | -0.42 | 0.94 | 1.25 | -0.99 | 0.51 | 0.76 | 0.61 | 0.61 | 2.44 | -1.01 | 0.20 | 0.75 | 2.70 | -0.09 | 1.95 | -0.04 | 0.74 | 22.76 |
| Standard Deviation(%) | NA | 17.22 | 20.45 | 24.42 | 33.25 | NA | NA | … | … | 20.59 | 25.82 | 17.19 | 16.19 | 32.14 | 26.92 | 84.40 | 14.57 | 18.41 | 8.60 | 16.13 | 15.64 | 13.70 | 12.78 | 15.83 | 29.59 | 21.32 | 29.17 | 41.17 | 16.08 | 13.20 | 12.52 | 14.33 | 18.52 | 26.74 | 21.14 | 27.30 | 15.45 | 19.38 | 13.84 | 13.09 | 12.12 | 11.02 |
| Draw Down(%) | NA | 11.19 | 27.85 | 45.11 | 45.11 | NA | NA | … | … | 10.52 | 27.85 | 14.73 | 13.83 | 31.94 | 23.75 | 38.82 | 7.78 | 22.11 | 3.89 | 15.66 | 14.79 | 10.67 | 7.13 | 11.89 | 29.22 | 18.36 | 23.79 | 52.41 | 11.86 | 13.61 | 8.04 | 15.00 | 12.95 | 39.92 | 23.50 | 21.23 | 11.88 | 35.20 | 10.11 | 15.10 | 9.30 | 0.19 |
| Yield(%) | 0.00 | 11.00 | 6.09 | 5.35 | 13.61 | 11.09 | 9.25 | … | … | 0.00 | 11.38 | 3.45 | 0.00 | 1.94 | 14.45 | 13.37 | 15.00 | 11.55 | 16.37 | 3.82 | 11.03 | 17.74 | 15.83 | 9.29 | 6.65 | 0.00 | 0.00 | 1.23 | 14.18 | 9.53 | 10.18 | 6.16 | 0.00 | 1.12 | 0.37 | 19.72 | 19.44 | 9.37 | 10.53 | 0.00 | 0.05 | 1.30 |
Data as of 06/03/2026, Common starting date is 12/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOECX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS C) |
-14.33%
Feb 2006 – Feb 2009 |
-5.03%
Feb 2004 – Feb 2009 |
2.67%
Aug 2000 – Aug 2010 |
6.21%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOECX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS C) |
55.99%
Oct 2018 – Oct 2021 |
37.86%
Oct 2016 – Oct 2021 |
24.71%
Sep 2011 – Sep 2021 |
17.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart