Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSGUX (SMALL-MID CAP EQUITY FUND SMALL-MID CAP EQUITY FUND) | NA | 17.85% | 2.96% | 7.51% | 3.37% | 6.95% | 6.62% | … | … |
Data as of 04/21/2025, Common starting date is 11/01/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSGUX (SMALL-MID CAP EQUITY FUND SMALL-MID CAP EQUITY FUND) | 11/01/1995 | 04/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.85 | 2.96 | 7.51 | 3.37 | 6.95 | 6.62 | … | … | 0.00 | 16.93 | 15.23 | -25.93 | -5.24 | 16.35 | 28.88 | -11.39 | 19.70 | 4.97 | -4.35 | 4.53 | 48.53 | 10.69 | -7.26 | 30.84 | 40.90 | -43.11 | 10.88 | 9.43 | 8.39 | 10.69 | 47.24 | -30.75 | -13.31 | -15.84 | 48.94 | 2.86 | 10.38 | 19.08 | 5.24 |
| Sharpe Ratio | NA | 1.13 | -0.01 | 0.26 | 0.09 | NA | NA | … | … | 0.00 | 0.83 | 0.70 | -1.01 | -0.21 | 0.43 | 1.93 | -0.74 | 1.95 | 0.27 | -0.24 | 0.25 | 3.12 | 0.60 | -0.23 | 1.34 | 1.32 | -1.05 | 0.43 | 0.33 | 0.40 | 0.53 | 2.34 | -1.20 | -0.54 | -0.50 | 1.29 | -0.02 | 0.37 | 0.83 | 2.05 |
| Standard Deviation(%) | NA | 13.77 | 19.45 | 21.54 | 21.23 | NA | NA | … | … | NA | 16.00 | 16.69 | 27.23 | 25.38 | 37.50 | 14.20 | 17.22 | 9.79 | 17.86 | 18.31 | 17.92 | 15.55 | 17.77 | 32.28 | 22.95 | 30.95 | 41.81 | 18.22 | 18.13 | 15.51 | 18.31 | 19.91 | 26.56 | 29.58 | 39.88 | 35.21 | 25.24 | 17.83 | 18.50 | 16.59 |
| Draw Down(%) | NA | 8.50 | 22.82 | 44.92 | 44.92 | NA | NA | … | … | 0.00 | 8.50 | 15.21 | 27.75 | 25.61 | 38.61 | 7.63 | 25.21 | 4.97 | 20.33 | 17.56 | 16.48 | 6.73 | 15.60 | 32.70 | 17.67 | 25.67 | 54.91 | 12.26 | 18.46 | 11.78 | 19.57 | 11.84 | 41.17 | 38.31 | 41.25 | 20.34 | 42.28 | 18.99 | 21.14 | 5.74 |
| Yield(%) | 0.00 | 11.03 | 3.83 | 3.31 | 5.42 | 8.16 | 8.05 | … | … | 0.00 | 11.02 | 1.07 | 0.54 | 0.38 | 0.75 | 13.84 | 13.13 | 3.94 | 2.11 | 24.36 | 20.84 | 4.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.46 | 0.00 | 19.27 | 12.69 | 3.04 | 7.18 | 14.74 | 15.24 |
Data as of 04/21/2025, Common starting date is 11/01/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSGUX (SMALL-MID CAP EQUITY FUND SMALL-MID CAP EQUITY FUND) |
-26.61%
Feb 2000 – Feb 2003 |
-8.16%
Feb 2000 – Feb 2005 |
-3.37%
Feb 2000 – Feb 2010 |
2.79%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSGUX (SMALL-MID CAP EQUITY FUND SMALL-MID CAP EQUITY FUND) |
30.39%
Feb 2009 – Feb 2012 |
27.67%
Feb 2009 – Feb 2014 |
15.60%
Feb 2009 – Feb 2019 |
10.62%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart