Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWGIX (GROWTH FUND I CLASS) | 7.20% | 24.65% | 21.73% | 10.01% | 14.95% | 13.63% | 11.69% | … | … |
Data as of 06/04/2026, Common starting date is 01/13/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWGIX (GROWTH FUND I CLASS) | 01/13/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 24.65 | 21.73 | 10.01 | 14.95 | 13.63 | 11.69 | … | … | 7.20 | 15.51 | 26.45 | 43.58 | -33.95 | 16.55 | 28.23 | 35.67 | -0.86 | 30.37 | 4.35 | 4.86 | 11.14 | 29.61 | 14.20 | -0.53 | 18.06 | 35.80 | -37.74 | 19.21 | 8.15 | 5.09 | 10.11 | 24.62 | -25.94 | -18.42 | -14.85 | 34.95 | 39.59 |
| Sharpe Ratio | NA | 1.59 | 1.01 | 0.36 | 0.63 | NA | NA | … | … | 1.02 | 0.54 | 1.31 | 2.55 | -1.16 | 0.89 | 0.78 | 2.34 | -0.11 | 3.58 | 0.31 | 0.31 | 0.85 | 2.58 | 1.03 | -0.02 | 0.99 | 1.44 | -1.02 | 1.00 | 0.41 | 0.27 | 0.74 | 1.34 | -1.07 | -0.82 | -0.66 | 1.47 | 1.64 |
| Standard Deviation(%) | NA | 15.71 | 19.17 | 21.67 | 21.42 | NA | NA | … | … | 17.75 | 23.58 | 17.40 | 15.78 | 30.61 | 18.55 | 35.81 | 14.60 | 20.69 | 8.35 | 13.57 | 15.78 | 13.02 | 11.49 | 13.81 | 24.21 | 18.14 | 24.71 | 37.93 | 16.19 | 11.70 | 10.46 | 12.35 | 17.88 | 25.25 | 25.69 | 28.70 | 21.45 | 22.92 |
| Draw Down(%) | NA | 16.60 | 24.15 | 41.95 | 41.95 | NA | NA | … | … | 14.18 | 23.94 | 13.88 | 9.17 | 35.74 | 14.05 | 31.58 | 7.91 | 22.23 | 3.14 | 11.45 | 11.90 | 8.74 | 6.44 | 10.63 | 19.89 | 14.95 | 20.89 | 46.99 | 8.87 | 9.98 | 6.50 | 9.32 | 12.59 | 34.22 | 34.68 | 29.77 | 10.56 | 24.13 |
| Yield(%) | 0.00 | 16.34 | 11.37 | 6.11 | 9.37 | 10.15 | 10.09 | … | … | 0.00 | 16.23 | 7.00 | 6.42 | 0.10 | 0.00 | 0.17 | 7.28 | 12.24 | 12.09 | 5.44 | 7.11 | 22.40 | 7.55 | 4.52 | 4.10 | 0.78 | 0.59 | 0.44 | 0.38 | 0.29 | 0.62 | 0.26 | 0.00 | 0.00 | 0.00 | 11.24 | 15.61 | 23.09 |
Data as of 06/04/2026, Common starting date is 01/13/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWGIX (GROWTH FUND I CLASS) |
-23.20%
Mar 2000 – Mar 2003 |
-9.42%
Mar 2000 – Mar 2005 |
-3.71%
Aug 2000 – Aug 2010 |
2.25%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWGIX (GROWTH FUND I CLASS) |
28.00%
Dec 2022 – Dec 2025 |
23.55%
Oct 2016 – Oct 2021 |
17.80%
Sep 2011 – Sep 2021 |
15.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart