Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWRCX (GROWTH FUND C CLASS) | 6.42% | 15.85% | 18.01% | 13.24% | 13.94% | 13.87% | NA | 13.79% |
Data as of 07/31/2025, AR inception is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWRCX (GROWTH FUND C CLASS) | 03/05/2010 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 15.85 | 18.01 | 13.24 | 13.94 | 13.87 | NA | 13.79 | 6.42 | 16.77 | 34.15 | -35.28 | 13.33 | 25.69 | 34.05 | -2.53 | 28.87 | 3.13 | 3.60 | 9.79 | 28.09 | 12.84 | -1.79 | 13.95 |
| Sharpe Ratio | NA | 0.59 | 0.78 | 0.53 | 0.59 | NA | NA | 0.63 | 0.29 | 0.54 | 1.81 | -1.20 | 0.69 | 0.71 | 2.24 | -0.19 | 3.39 | 0.22 | 0.23 | 0.75 | 2.44 | 0.94 | -0.07 | 0.91 |
| Standard Deviation(%) | NA | 24.75 | 21.25 | 22.30 | 21.43 | NA | NA | 19.84 | 28.55 | 18.80 | 16.64 | 30.65 | 19.17 | 35.86 | 14.58 | 20.68 | 8.36 | 13.56 | 15.79 | 13.01 | 11.51 | 13.78 | 24.52 | 18.64 |
| Draw Down(%) | NA | 24.44 | 24.44 | 35.43 | 35.43 | NA | NA | 35.43 | 24.13 | 13.96 | 9.48 | 36.97 | 15.54 | 31.87 | 8.03 | 22.47 | 3.26 | 11.55 | 12.01 | 8.82 | 6.59 | 10.82 | 20.15 | 15.20 |
| Yield(%) | 0.00 | 7.43 | 6.11 | 7.71 | 9.42 | 11.52 | 8.54 | 11.39 | 0.00 | 8.66 | 7.77 | 3.67 | 13.07 | 7.29 | 7.49 | 12.45 | 12.52 | 4.93 | 6.93 | 22.70 | 7.07 | 4.23 | 3.48 | 0.08 |
Data as of 07/31/2025, AR inception is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWRCX (GROWTH FUND C CLASS) |
4.82%
Dec 2019 - Dec 2022 |
7.28%
Feb 2011 - Feb 2016 |
10.82%
Sep 2012 - Sep 2022 |
12.20%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWRCX (GROWTH FUND C CLASS) |
31.48%
Dec 2018 - Dec 2021 |
23.34%
Dec 2016 - Dec 2021 |
17.08%
Dec 2011 - Dec 2021 |
14.26%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart