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TCW Conservative Allocation Fund Class Institutional (TGPCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
10.80+0.02 (+0.19%)
At close: 08:00PM EST
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return4.10%
5-Year Average Return3.81%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)19.91%
Worst 1 Yr Total Return (Feb 3, 2019)-11.80%
Best 3-Yr Total Return19.91%
Worst 3-Yr Total Return2.28%

Trailing Returns (%) Vs. Benchmarks

ReturnTGPCXCategory
YTD3.77%5.91%
1-Month3.51%0.61%
3-Month9.55%4.02%
1-Year-8.59%18.59%
3-Year2.33%8.56%
5-Year4.59%7.44%
10-Year4.53%6.20%
Last Bull Market16.50%11.89%
Last Bear Market-10.01%-8.23%

Annual Total Return (%) History

Year
TGPCXCategory
2021
N/AN/A
2020
14.24%8.86%
2019
14.81%14.81%
2018
-3.12%-5.04%
2017
8.84%9.86%
2016
1.46%6.62%
2015
1.31%-2.32%
2014
6.15%4.02%
2013
10.04%7.23%
2012
11.43%9.40%
2011
-0.04%1.70%
2010
10.55%10.03%
2009
19.91%20.77%
2008
-11.80%-18.61%
2007
3.67%4.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20210.93%N/AN/AN/A
2020-8.25%11.73%4.32%6.82%
20197.45%3.38%0.67%2.67%
2018-0.51%1.36%2.01%-5.83%
20172.74%1.80%1.86%2.16%
2016-0.25%1.51%1.74%-1.51%
20152.21%-0.64%-2.09%1.89%
20140.68%1.95%0.00%3.41%
20134.06%-1.24%2.79%4.17%
20127.04%-1.69%4.78%1.07%
20113.08%0.65%-6.96%3.55%
20102.90%-3.98%7.29%4.29%
2009-2.22%8.61%9.80%2.83%
2008-3.15%1.58%-6.41%-4.20%
20071.61%1.19%2.83%-1.95%

Rank In Category (By Total Return)

YTD81
1-Month52
3-Month40
1-Year79
3-Year25
5-Year17

Load Adjusted Returns

1-Year-16.54%
3-Year1.07%
5-Year2.71%
10-Year3.98%
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