Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/22/2019.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWEGX (INTERNATIONAL DISCOVERY FUND INVESTOR CLASS) | NA | -16.79% | 5.12% | 1.86% | 9.69% | 6.57% | 7.53% | 10.09% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWEGX (INTERNATIONAL DISCOVERY FUND INVESTOR CLASS) | 05/24/1995 | 03/22/2019 |
The return data shown below all have the same latest date: 03/22/2019.
AR inception is since 05/24/1995.
AR inception is since 05/24/1995.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.32 | -16.79 | 5.12 | 1.86 | 9.69 | 6.57 | 7.53 | 10.09 | 13.80 | -25.88 | 40.53 | -5.43 | 6.58 | -6.18 | 29.32 | 15.29 | -16.81 | 20.61 | 34.47 | -52.18 | 24.49 | 31.52 | 31.50 | 16.26 | 51.38 | -12.83 | -21.77 | -14.21 | 88.54 | 17.86 | 17.49 | 31.17 | 11.55 |
| Sharpe Ratio | NA | -1.02 | 0.28 | 0.07 | 0.50 | NA | NA | 0.42 | 4.73 | -1.51 | 4.64 | -0.31 | 0.41 | -0.46 | 2.29 | 0.85 | -0.53 | 0.83 | 1.24 | -1.41 | 0.96 | 1.51 | 2.58 | 0.98 | 4.00 | -1.02 | -1.48 | -0.65 | 5.99 | 0.72 | 0.99 | 3.91 | 1.96 |
| Standard Deviation(%) | NA | 17.81 | 15.11 | 15.29 | 19.78 | NA | NA | 19.56 | 16.34 | 18.04 | 8.63 | 18.11 | 15.83 | 13.58 | 12.77 | 18.18 | 31.97 | 24.66 | 27.73 | 37.65 | 22.58 | 18.74 | 11.35 | 15.65 | 12.68 | 13.67 | 16.49 | 27.91 | 14.25 | 20.33 | 13.98 | 7.01 | 8.23 |
| Draw Down(%) | NA | 32.93 | 35.00 | 35.00 | 35.00 | NA | NA | 66.00 | 3.43 | 35.00 | 3.14 | 13.56 | 13.65 | 18.23 | 10.17 | 14.80 | 31.58 | 19.28 | 22.12 | 59.82 | 16.69 | 23.00 | 9.67 | 17.36 | 8.78 | 24.13 | 37.55 | 42.90 | 6.19 | 36.36 | 12.19 | 4.96 | 5.17 |
| Yield(%) | 0.00 | 4.62 | 2.29 | 1.43 | 2.15 | 7.10 | 8.60 | 14.99 | 0.00 | 4.94 | 0.00 | 0.53 | 0.24 | 0.57 | 2.18 | 0.02 | 0.00 | 0.11 | 1.00 | 2.40 | 27.81 | 25.92 | 21.98 | 15.30 | 0.30 | 0.15 | 0.00 | 9.36 | 8.23 | 0.42 | 6.64 | 5.73 | 0.60 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWEGX (INTERNATIONAL DISCOVERY FUND INVESTOR CLASS) |
-24.23%
Feb 2000 - Feb 2003 |
-8.33%
Oct 2007 - Oct 2012 |
0.23%
Feb 2000 - Feb 2010 |
3.36%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWEGX (INTERNATIONAL DISCOVERY FUND INVESTOR CLASS) |
46.95%
Feb 1997 - Feb 2000 |
33.01%
Oct 2002 - Oct 2007 |
18.34%
Oct 1997 - Oct 2007 |
12.55%
Dec 1995 - Dec 2010 |
Annualized Rolling Returns Comparison Chart