Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWSGX (TRANSWESTERN INSTITUTIONAL SHORT DURATION GOVERNMENT BOND FUND TRANSWESTERN INSTITUTIONAL SHORT DURA) | 0.36% | 3.64% | 4.18% | 1.66% | 1.61% | 1.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWSGX (TRANSWESTERN INSTITUTIONAL SHORT DURATION GOVERNMENT BOND FUND TRANSWESTERN INSTITUTIONAL SHORT DURA) | 01/04/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.64 | 4.18 | 1.66 | 1.61 | 1.46 | NA | … | … | 0.36 | 5.90 | 3.24 | 4.42 | -4.61 | -0.80 | 2.26 | 3.78 | 1.05 | 1.33 | 1.07 | 0.40 | 2.83 | -0.92 | 1.70 | 1.20 |
| Sharpe Ratio | NA | 0.74 | 0.39 | -0.29 | 0.01 | NA | NA | … | … | -0.60 | 1.21 | -0.13 | 0.21 | -2.09 | -0.76 | 1.90 | 1.54 | -0.21 | 0.50 | 0.68 | 0.25 | 1.77 | -0.62 | 1.63 | 0.78 |
| Standard Deviation(%) | NA | 2.19 | 2.92 | 2.84 | 2.22 | NA | NA | … | … | 2.28 | 2.51 | 3.04 | 3.66 | 2.91 | 1.09 | 1.06 | 1.50 | 1.58 | 1.36 | 1.25 | 1.48 | 1.59 | 1.55 | 1.02 | 1.51 |
| Draw Down(%) | NA | 1.29 | 2.15 | 7.47 | 7.47 | NA | NA | … | … | 1.29 | 1.30 | 1.62 | 2.83 | 6.65 | 1.05 | 1.12 | 0.51 | 0.96 | 0.57 | 1.28 | 0.83 | 0.50 | 2.11 | 0.35 | 0.79 |
| Yield(%) | 0.00 | 3.27 | 3.67 | 2.66 | 2.20 | 1.93 | 1.46 | … | … | 1.11 | 3.71 | 3.94 | 3.64 | 1.59 | 0.32 | 0.81 | 2.59 | 2.46 | 2.03 | 1.78 | 1.71 | 1.90 | 1.65 | 1.39 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWSGX (TRANSWESTERN INSTITUTIONAL SHORT DURATION GOVERNMENT BOND FUND TRANSWESTERN INSTITUTIONAL SHORT DURA) |
-1.66%
Oct 2020 – Oct 2023 |
0.01%
Oct 2017 – Oct 2022 |
0.45%
Oct 2012 – Oct 2022 |
1.48%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWSGX (TRANSWESTERN INSTITUTIONAL SHORT DURATION GOVERNMENT BOND FUND TRANSWESTERN INSTITUTIONAL SHORT DURA) |
4.84%
Oct 2022 – Oct 2025 |
1.89%
Dec 2015 – Dec 2020 |
1.75%
Feb 2016 – Feb 2026 |
1.57%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart