Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWGGX (GLOBAL GROWTH FUND INVESTOR CLASS) | 15.85% | 5.47% | 4.17% | -0.86% | 5.04% | 7.39% | 6.41% | 7.35% |
Data as of 07/25/2025, AR inception is 12/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWGGX (GLOBAL GROWTH FUND INVESTOR CLASS) | 12/16/1998 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 5.47 | 4.17 | -0.86 | 5.04 | 7.39 | 6.41 | 7.35 | 15.85 | -0.19 | 14.61 | -31.10 | 0.29 | 14.68 | 36.13 | -6.35 | 27.54 | -1.24 | 2.46 | 1.88 | 30.88 | 17.50 | -6.24 | 13.48 | 32.66 | -42.81 | 20.31 | 18.16 | 18.11 | 15.11 | 34.52 | -20.25 | -25.65 | -5.76 | 86.10 | 6.89 |
| Sharpe Ratio | NA | 0.09 | 0.04 | -0.13 | 0.17 | NA | NA | 0.29 | 1.20 | -0.34 | 0.73 | -1.16 | 0.02 | 0.41 | 2.65 | -0.46 | 3.56 | -0.09 | 0.16 | 0.15 | 2.55 | 1.21 | -0.24 | 0.64 | 1.32 | -1.11 | 0.95 | 1.09 | 1.68 | 1.09 | 2.35 | -1.24 | -1.82 | -0.41 | 5.25 | 32.29 |
| Standard Deviation(%) | NA | 24.31 | 20.84 | 21.06 | 20.29 | NA | NA | 19.79 | 22.54 | 19.98 | 14.37 | 28.22 | 17.27 | 34.70 | 13.10 | 16.87 | 7.60 | 16.23 | 15.39 | 12.70 | 12.09 | 14.55 | 26.64 | 20.78 | 24.63 | 39.40 | 18.37 | 13.68 | 9.48 | 12.96 | 14.40 | 17.26 | 15.56 | 24.04 | 15.79 | 13.41 |
| Draw Down(%) | NA | 26.01 | 26.01 | 41.52 | 41.52 | NA | NA | 58.05 | 17.80 | 16.71 | 12.11 | 32.53 | 15.53 | 32.50 | 6.36 | 20.12 | 2.33 | 15.05 | 12.08 | 10.26 | 8.00 | 12.16 | 23.01 | 14.83 | 21.65 | 51.28 | 11.77 | 17.23 | 6.11 | 13.87 | 13.42 | 26.34 | 36.24 | 27.08 | 7.88 | 0.55 |
| Yield(%) | 0.00 | 0.09 | 0.37 | 0.24 | 4.76 | 6.27 | 5.96 | 8.22 | 0.00 | 0.10 | 0.53 | 0.44 | 0.24 | 0.00 | 20.09 | 9.45 | 14.42 | 0.58 | 8.24 | 7.74 | 3.17 | 0.33 | 0.51 | 0.78 | 0.52 | 0.86 | 20.42 | 0.51 | 0.90 | 0.21 | 0.00 | 0.00 | 0.00 | 7.53 | 4.79 | 0.00 |
Data as of 07/25/2025, AR inception is 12/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWGGX (GLOBAL GROWTH FUND INVESTOR CLASS) |
-22.19%
Feb 2000 - Feb 2003 |
-5.06%
Feb 2000 - Feb 2005 |
-0.72%
Feb 2000 - Feb 2010 |
3.39%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWGGX (GLOBAL GROWTH FUND INVESTOR CLASS) |
28.00%
Mar 2003 - Mar 2006 |
21.40%
Oct 2002 - Oct 2007 |
13.40%
Feb 2009 - Feb 2019 |
10.82%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart