Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWCGX (GROWTH FUND INVESTOR CLASS) | 5.23% | 12.13% | 22.02% | 13.91% | 14.54% | 15.10% | 11.59% | 12.48% |
Data as of 07/18/2025, AR inception is 01/06/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWCGX (GROWTH FUND INVESTOR CLASS) | 01/06/1983 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 12.13 | 22.02 | 13.91 | 14.54 | 15.10 | 11.59 | 12.48 | 5.23 | 19.37 | 36.70 | -34.17 | 16.04 | 27.84 | 35.39 | -1.27 | 30.06 | 4.17 | 4.61 | 10.95 | 29.35 | 13.97 | -0.77 | 17.66 | 35.48 | -37.85 | 18.99 | 7.94 | 4.84 | 9.91 | 24.41 | -26.13 | -18.67 | -15.00 | 34.70 | 37.04 | 29.18 | 15.03 | 42.88 | -1.49 | 3.76 | -4.29 | 69.11 | -3.85 | 43.13 | 2.72 | 13.83 | 63.00 | 33.98 | -21.43 | 23.18 |
| Sharpe Ratio | NA | 0.36 | 0.87 | 0.56 | 0.61 | NA | NA | 0.46 | 0.24 | 0.70 | 2.00 | -1.16 | 0.86 | 0.77 | 2.33 | -0.13 | 3.54 | 0.29 | 0.29 | 0.84 | 2.55 | 1.02 | -0.03 | 0.97 | 1.43 | -1.02 | 0.99 | 0.40 | 0.25 | 0.73 | 1.33 | -1.08 | -0.83 | -0.67 | 1.47 | 1.47 | 1.18 | 0.72 | 1.89 | -0.36 | 0.12 | -0.41 | 3.32 | -0.47 | 2.56 | -0.10 | 0.27 | 1.65 | 1.90 | -1.26 | 0.96 |
| Standard Deviation(%) | NA | 25.11 | 21.35 | 22.35 | 21.44 | NA | NA | 21.11 | 29.02 | 18.38 | 16.37 | 30.62 | 18.62 | 35.82 | 14.58 | 20.68 | 8.36 | 13.57 | 15.81 | 13.01 | 11.49 | 13.77 | 24.20 | 18.17 | 24.73 | 37.91 | 16.24 | 11.71 | 10.49 | 12.30 | 17.79 | 25.27 | 25.71 | 28.71 | 21.44 | 22.97 | 21.58 | 15.84 | 20.63 | 12.41 | 13.65 | 16.27 | 19.56 | 19.23 | 14.59 | 19.04 | 36.47 | 35.50 | 15.11 | 22.22 | 18.07 |
| Draw Down(%) | NA | 24.20 | 24.20 | 34.92 | 34.92 | NA | NA | 59.60 | 23.98 | 13.89 | 9.24 | 35.90 | 14.29 | 31.64 | 7.96 | 22.28 | 3.16 | 11.47 | 11.94 | 8.76 | 6.48 | 10.65 | 19.92 | 15.10 | 20.93 | 47.08 | 8.91 | 10.01 | 6.60 | 9.38 | 12.65 | 34.33 | 34.81 | 29.89 | 10.60 | 24.19 | 13.21 | 13.21 | 11.47 | 12.54 | 12.87 | 18.73 | 13.20 | 28.15 | 10.98 | 14.00 | 41.52 | 16.15 | 10.22 | 33.27 | 15.53 |
| Yield(%) | 0.00 | 6.01 | 5.72 | 6.87 | 8.82 | 12.13 | 9.82 | 16.05 | 0.00 | 7.23 | 6.61 | 3.18 | 11.58 | 4.37 | 7.16 | 12.05 | 12.01 | 5.30 | 7.00 | 22.43 | 7.38 | 4.50 | 3.95 | 0.41 | 0.34 | 0.32 | 0.15 | 0.07 | 0.44 | 0.04 | 0.00 | 0.00 | 0.00 | 11.06 | 15.36 | 22.43 | 19.24 | 2.19 | 33.21 | 14.78 | 11.67 | 1.41 | 0.17 | 5.81 | 5.48 | 2.53 | 25.79 | 65.22 | 1.26 | 0.34 | 0.35 |
Data as of 07/18/2025, AR inception is 01/06/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWCGX (GROWTH FUND INVESTOR CLASS) |
-23.39%
Mar 2000 - Mar 2003 |
-9.62%
Mar 2000 - Mar 2005 |
-3.92%
Aug 2000 - Aug 2010 |
2.03%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWCGX (GROWTH FUND INVESTOR CLASS) |
52.24%
Jul 1984 - Jul 1987 |
32.67%
Mar 1995 - Mar 2000 |
21.81%
Aug 1990 - Aug 2000 |
23.41%
Mar 1985 - Mar 2000 |
Annualized Rolling Returns Comparison Chart