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TCW Relative Value Large Cap I (TGDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.42+0.06 (+0.39%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.22%
5-year average return11.56%
Number of years up14
Number of years down6
Best 1-yr total return (2 Jul 2024)36.27%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return36.27%
Worst 3-yr total return3.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTGDIXCategory
YTD9.94%4.44%
1-month-0.39%-4.04%
3-month-1.60%4.09%
1-year18.82%14.37%
3-year8.78%6.04%
5-year11.72%9.20%
10-year8.47%8.57%
Last bull market29.33%22.97%
Last bear market-16.13%-11.27%

Annual total return (%) history

Year
TGDIXCategory
2024
N/AN/A
2023
16.22%11.63%
2022
-6.70%-5.90%
2021
29.41%26.22%
2020
6.35%2.91%
2019
26.23%25.04%
2018
-16.95%-8.53%
2017
15.28%15.94%
2016
17.02%14.81%
2015
-6.19%-4.05%
2014
10.99%10.21%
2013
36.27%31.21%
2012
19.40%14.57%
2011
-3.61%-0.75%
2010
16.65%13.66%
2009
33.31%24.13%
2008
-40.91%-37.09%
2007
-3.06%1.42%
2006
18.85%18.15%
2005
7.21%5.95%
2004
20.67%12.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.72%-1.60%N/AN/A
20232.85%4.55%-2.73%11.11%
2022-0.76%-16.13%-3.65%16.35%
202115.16%4.08%-1.24%9.33%
2020-30.94%19.25%6.85%20.87%
201914.34%4.11%-1.01%7.13%
2018-2.11%-0.28%3.44%-17.74%
20173.96%2.06%4.42%4.05%
20162.44%0.39%6.06%7.29%
20150.18%0.62%-9.49%2.83%
20142.00%5.06%-1.54%5.20%
201314.43%2.58%4.02%11.60%
201214.10%-4.62%6.76%2.76%
20117.69%-2.20%-19.80%14.12%
20105.72%-13.33%11.74%13.93%
2009-10.09%19.45%19.83%3.58%
2008-9.46%-5.51%-7.58%-25.27%
20070.67%6.59%-3.46%-6.42%
20065.92%0.34%4.97%6.53%
20050.97%1.34%4.03%0.72%
20045.94%3.77%-1.61%11.56%

Rank in category (by total return)

YTD17
1-month41
3-month51
1-year19
3-year15
5-year20

Load adjusted returns

1-year18.82%
3-year8.78%
5-year11.72%
10-year8.47%