Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWIEX (INTERNATIONAL GROWTH FUND INVESTOR CLASS) | 12.94% | 7.63% | 10.46% | 5.02% | 5.18% | 6.88% | 5.96% | 7.27% |
Data as of 07/17/2025, AR inception is 12/26/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWIEX (INTERNATIONAL GROWTH FUND INVESTOR CLASS) | 12/26/1991 | 07/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 7.63 | 10.46 | 5.02 | 5.18 | 6.88 | 5.96 | 7.27 | 12.94 | 2.31 | 12.31 | -24.98 | 8.61 | 25.60 | 28.36 | -14.45 | 31.04 | -5.78 | 0.61 | -5.23 | 22.95 | 21.86 | -11.84 | 14.22 | 34.22 | -45.14 | 17.32 | 24.99 | 13.34 | 15.31 | 25.39 | -19.25 | -26.79 | -15.08 | 64.57 | 19.03 | 19.34 | 14.44 | 11.88 | -4.75 | 42.61 | 4.74 | 3.45 |
| Sharpe Ratio | NA | 0.20 | 0.42 | 0.17 | 0.21 | NA | NA | 0.29 | 1.09 | -0.09 | 0.63 | -1.03 | 0.59 | 0.83 | 2.28 | -1.03 | 3.70 | -0.31 | 0.04 | -0.40 | 1.79 | 1.29 | -0.41 | 0.62 | 1.25 | -1.12 | 0.72 | 1.42 | 1.10 | 0.97 | 1.59 | -1.13 | -1.97 | -0.82 | 3.75 | 0.72 | 1.13 | 1.41 | 0.90 | -0.87 | 4.88 | 0.21 | 165.53 |
| Standard Deviation(%) | NA | 18.87 | 17.62 | 18.02 | 18.45 | NA | NA | 18.60 | 21.08 | 14.52 | 13.94 | 25.73 | 14.66 | 30.27 | 11.81 | 15.36 | 8.25 | 19.31 | 16.45 | 12.99 | 12.82 | 17.03 | 29.12 | 22.85 | 27.40 | 41.20 | 19.65 | 15.27 | 10.08 | 14.77 | 15.48 | 18.10 | 15.05 | 23.60 | 16.34 | 21.52 | 13.79 | 7.58 | 8.75 | 9.04 | 8.24 | 10.86 | 9.78 |
| Draw Down(%) | NA | 17.41 | 19.12 | 38.77 | 38.77 | NA | NA | 62.43 | 16.03 | 9.68 | 16.77 | 35.96 | 8.80 | 31.13 | 6.19 | 25.08 | 2.78 | 13.44 | 14.52 | 13.31 | 9.62 | 15.50 | 26.99 | 17.94 | 24.46 | 55.09 | 12.66 | 18.29 | 7.36 | 12.37 | 16.31 | 25.87 | 35.50 | 31.22 | 9.17 | 33.36 | 11.42 | 6.47 | 6.75 | 10.34 | 3.35 | 11.20 | 0.00 |
| Yield(%) | 0.00 | 0.49 | 0.40 | 4.36 | 4.39 | 5.43 | 5.01 | 8.43 | 0.00 | 1.04 | 0.00 | 2.12 | 11.54 | 5.34 | 0.47 | 10.35 | 6.58 | 0.47 | 5.89 | 6.72 | 4.04 | 1.97 | 1.19 | 1.83 | 1.07 | 1.45 | 6.52 | 0.87 | 1.96 | 1.14 | 0.89 | 0.70 | 0.29 | 11.53 | 7.01 | 1.97 | 16.57 | 11.71 | 0.10 | 4.80 | 7.08 | 3.42 | 0.13 |
Data as of 07/17/2025, AR inception is 12/26/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWIEX (INTERNATIONAL GROWTH FUND INVESTOR CLASS) |
-24.74%
Feb 2000 - Feb 2003 |
-7.70%
Feb 2000 - Feb 2005 |
-2.59%
Feb 2000 - Feb 2010 |
1.37%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWIEX (INTERNATIONAL GROWTH FUND INVESTOR CLASS) |
35.01%
Feb 1997 - Feb 2000 |
28.51%
Feb 1995 - Feb 2000 |
10.47%
Sep 2011 - Sep 2021 |
11.67%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart