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TCW Relative Value Dividend Appreciation Fund (TGIGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
20.35-0.07 (-0.34%)
At close: 08:01PM EST
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.81%
5-Year Average Return6.24%
Number of Years Up25
Number of Years Down9
Best 1 Yr Total Return (Feb 3, 2019)34.96%
Worst 1 Yr Total Return (Feb 3, 2019)-43.92%
Best 3-Yr Total Return34.96%
Worst 3-Yr Total Return-12.36%

Trailing Returns (%) Vs. Benchmarks

ReturnTGIGXCategory
YTD2.99%17.52%
1-Month4.34%-0.87%
3-Month14.56%5.51%
1-Year1.92%42.88%
3-Year10.13%11.93%
5-Year8.37%12.07%
10-Year9.53%10.95%
Last Bull Market29.22%23.18%
Last Bear Market-21.52%-17.87%

Annual Total Return (%) History

Year
TGIGXCategory
2022
N/AN/A
2021
30.28%N/A
2020
3.88%2.91%
2019
26.54%25.04%
2018
-14.25%-8.53%
2017
10.92%15.94%
2016
15.90%14.81%
2015
-4.95%-4.05%
2014
9.43%10.21%
2013
34.96%31.21%
2012
20.44%14.57%
2011
-2.10%-0.75%
2010
19.02%13.66%
2009
32.74%24.13%
2008
-43.92%-37.09%
2007
1.56%1.42%
2006
18.19%18.15%
2005
2.98%5.95%
2004
17.42%12.97%
2003
31.58%28.44%
2002
-9.59%-18.69%
2001
1.73%-4.99%
2000
45.53%7.87%
1999
-4.14%6.72%
1998
0.65%12.00%
1997
22.89%26.61%
1996
13.14%20.08%
1995
36.77%32.39%
1994
-6.12%-0.70%
1993
9.25%13.61%
1992
12.27%10.21%
1991
26.49%28.60%
1990
-8.61%-6.22%
1989
23.55%23.21%
1988
17.47%17.28%
1987
-4.65%0.66%
1986
N/A16.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-0.56%-13.25%-4.48%N/A
202113.53%6.23%-1.29%9.43%
2020-29.19%16.51%6.46%18.26%
201913.12%5.36%0.18%5.98%
2018-1.08%-0.27%2.67%-15.33%
20172.97%0.58%3.40%3.58%
20162.29%1.26%5.53%6.03%
2015-0.72%-0.87%-8.65%5.71%
20140.74%4.55%-0.51%4.43%
201314.38%2.68%3.61%10.91%
201213.78%-3.32%8.24%1.15%
20117.29%-1.28%-18.47%13.38%
20106.40%-12.58%12.52%13.72%
2009-10.94%18.91%19.02%5.31%
2008-9.29%-8.14%-7.94%-26.89%
20071.47%7.81%-0.90%-6.31%
20064.28%0.17%6.23%6.51%
2005-0.87%1.41%2.01%0.41%
20044.63%2.41%-1.23%10.94%
2003-5.79%14.89%5.49%15.24%
20024.60%-4.41%-14.56%5.82%
2001-4.35%2.93%-0.55%3.90%
20006.65%5.29%16.84%10.91%
1999-4.08%13.29%-7.99%-4.12%
19985.41%-3.62%-8.51%8.30%
1997-0.01%7.32%9.06%5.01%
19960.08%2.70%1.13%8.84%
19959.61%5.66%6.52%10.86%
1994-7.18%1.56%3.37%-3.66%
19935.15%0.85%2.85%0.17%
1992-3.08%8.04%3.65%3.43%
199110.51%1.92%5.87%6.07%
1990-3.72%1.10%-10.55%4.98%
19896.63%10.07%3.57%1.63%
19887.51%3.83%2.29%2.88%
19879.08%-1.28%1.42%-12.69%
19860.70%N/AN/AN/A

Rank In Category (By Total Return)

YTD21
1-Month70
3-Month24
1-Year16
3-Year61
5-Year71

Load Adjusted Returns

1-Year51.84%
3-Year11.28%
5-Year11.03%
10-Year10.57%
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