Singapore markets closed

TCW Relative Value Large Cap Fund (TGDVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.40-0.11 (-0.71%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.39%
5-year average return11.92%
Number of years up17
Number of years down9
Best 1-yr total return (24 Jun 2024)35.89%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return35.89%
Worst 3-yr total return3.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTGDVXCategory
YTD10.25%4.44%
1-month3.92%-4.04%
3-month4.20%4.09%
1-year28.54%14.37%
3-year8.16%6.04%
5-year13.69%9.20%
10-year8.63%8.57%
Last bull market29.29%22.97%
Last bear market-16.25%-11.27%

Annual total return (%) history

Year
TGDVXCategory
2024
N/AN/A
2023
16.04%11.63%
2022
-6.91%-5.90%
2021
29.14%26.22%
2020
6.33%2.91%
2019
25.87%25.04%
2018
-17.10%-8.53%
2017
14.98%15.94%
2016
16.76%14.81%
2015
-6.42%-4.05%
2014
10.71%10.21%
2013
35.89%31.21%
2012
19.09%14.57%
2011
-3.89%-0.75%
2010
16.63%13.66%
2009
32.98%24.13%
2008
-40.94%-37.09%
2007
-3.25%1.42%
2006
18.50%18.15%
2005
6.78%5.95%
2004
20.44%12.97%
2003
36.93%28.44%
2002
-19.72%-18.69%
2001
-3.25%-4.99%
2000
13.66%7.87%
1999
9.34%6.72%
1998
-3.27%12.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.68%N/AN/AN/A
20232.86%4.49%-2.81%11.09%
2022-0.76%-16.25%-3.66%16.27%
202115.03%4.09%-1.31%9.29%
2020-30.91%19.20%6.78%20.90%
201914.30%4.00%-1.02%6.97%
2018-2.12%-0.38%3.40%-17.79%
20173.92%2.02%4.30%3.97%
20162.40%0.29%6.03%7.23%
20150.09%0.58%-9.56%2.79%
20141.95%4.97%-1.59%5.13%
201314.35%2.46%4.03%11.49%
201213.93%-4.62%6.62%2.78%
20117.62%-2.27%-19.92%14.10%
20105.74%-13.36%11.78%13.90%
2009-10.10%19.23%19.90%3.48%
2008-9.56%-5.54%-7.53%-25.24%
20070.61%6.55%-3.59%-6.40%
20065.86%0.20%4.92%6.48%
20050.82%1.26%3.89%0.67%
20045.94%3.60%-1.62%11.53%
2003-4.85%17.98%6.70%14.32%
20023.96%-10.59%-20.37%8.47%
2001-3.28%4.88%-16.35%14.02%
20001.82%2.07%7.16%2.05%
19992.27%16.00%-11.21%3.80%
19989.35%-3.89%-8.36%0.44%

Rank in category (by total return)

YTD14
1-month16
3-month41
1-year12
3-year20
5-year15

Load adjusted returns

1-year28.54%
3-year8.16%
5-year13.69%
10-year8.63%