Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWARX (SHORT-TERM GOVERNMENT FUND R CLASS) | -0.11% | 2.29% | 3.16% | 0.84% | 0.94% | 0.58% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWARX (SHORT-TERM GOVERNMENT FUND R CLASS) | 03/02/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 2.29 | 3.16 | 0.84 | 0.94 | 0.58 | NA | … | … | -0.11 | 4.41 | 3.03 | 3.06 | -4.38 | -1.23 | 2.79 | 2.39 | 0.61 | -0.29 | -0.08 | -0.31 | -0.21 | -0.93 | -0.13 | 1.07 | 0.90 |
| Sharpe Ratio | NA | 0.09 | 0.05 | -0.73 | -0.38 | NA | NA | … | … | -1.49 | 0.83 | -0.27 | -0.19 | -2.61 | -1.15 | 2.08 | 0.60 | -0.75 | -0.91 | -0.27 | -0.30 | -0.23 | -1.21 | -0.27 | 0.23 | 0.69 |
| Standard Deviation(%) | NA | 1.63 | 2.14 | 2.27 | 1.80 | NA | NA | … | … | 1.68 | 1.84 | 2.20 | 3.21 | 2.23 | 1.09 | 1.22 | 1.52 | 1.04 | 1.05 | 1.12 | 1.16 | 0.97 | 0.80 | 0.71 | 4.55 | 1.42 |
| Draw Down(%) | NA | 0.98 | 1.23 | 6.76 | 6.76 | NA | NA | … | … | 0.98 | 0.87 | 1.13 | 2.24 | 5.30 | 1.64 | 0.52 | 0.73 | 0.62 | 0.86 | 1.35 | 0.93 | 0.62 | 1.03 | 0.34 | 3.16 | 0.97 |
| Yield(%) | 0.00 | 2.82 | 3.28 | 2.20 | 1.45 | 1.04 | 0.84 | … | … | 0.98 | 3.23 | 3.52 | 3.32 | 0.71 | 0.00 | 0.27 | 1.32 | 1.24 | 0.55 | 0.02 | 0.00 | 0.00 | 0.00 | 0.58 | 0.96 | 0.90 |
Data as of 06/04/2026, Common starting date is 03/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWARX (SHORT-TERM GOVERNMENT FUND R CLASS) |
-1.82%
Jun 2020 – Jun 2023 |
-0.45%
Apr 2013 – Apr 2018 |
-0.25%
Oct 2012 – Oct 2022 |
0.49%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWARX (SHORT-TERM GOVERNMENT FUND R CLASS) |
3.76%
Feb 2023 – Feb 2026 |
1.07%
Dec 2015 – Dec 2020 |
1.01%
Feb 2016 – Feb 2026 |
0.67%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart