Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWCGX (GROWTH FUND INVESTOR CLASS) | 7.11% | 24.42% | 21.48% | 12.79% | 16.64% | 14.66% | 12.38% | … | … |
Data as of 06/04/2026, Common starting date is 01/06/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWCGX (GROWTH FUND INVESTOR CLASS) | 01/06/1983 | 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 | 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 (%) | -0.02 | 24.42 | 21.48 | 12.79 | 16.64 | 14.66 | 12.38 | … | … | 7.11 | 15.28 | 26.20 | 43.31 | -31.39 | 27.86 | 32.27 | 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 | 1.57 | 0.99 | 0.49 | 0.71 | NA | NA | … | … | 1.01 | 0.53 | 1.30 | 2.53 | -1.07 | 1.58 | 0.89 | 2.33 | -0.13 | 3.53 | 0.29 | 0.29 | 0.84 | 2.55 | 1.02 | -0.03 | 0.97 | 1.43 | -1.02 | 0.98 | 0.39 | 0.25 | 0.73 | 1.33 | -1.08 | -0.83 | -0.67 | 1.46 | 1.46 | 1.18 | 0.71 | 1.89 | -0.37 | 0.12 | -0.41 | 3.32 | -0.48 | 2.55 | -0.11 | 0.26 | 1.64 | 1.89 | -1.28 | 0.95 |
| Standard Deviation(%) | NA | 15.74 | 19.19 | 21.56 | 21.34 | NA | NA | … | … | 17.75 | 23.61 | 17.40 | 15.80 | 30.72 | 17.66 | 35.69 | 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 | 16.69 | 24.20 | 34.92 | 34.92 | NA | NA | … | … | 14.23 | 23.98 | 13.89 | 9.24 | 34.51 | 10.68 | 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 | 16.97 | 11.72 | 9.05 | 12.41 | 12.24 | 12.08 | … | … | 0.00 | 16.84 | 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 06/04/2026, Common starting date 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