Nasdaq - Delayed Quote USD

TCW Global Real Estate Fund (TGRYX)

11.03 +0.03 (+0.27%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -4.49%
5y Average Return 5.43%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 18, 2024) 29.19%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 29.19%
Worst 3Y Total Return 0.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TGRYX
Category
YTD
2.78%
14.32%
1-Month
3.95%
0.73%
3-Month
2.78%
8.73%
1-Year
11.46%
32.33%
3-Year
-0.35%
7.75%
5-Year
6.80%
6.57%
10-Year
0.00%
6.49%
Last Bull Market
41.31%
23.44%
Last Bear Market
-14.86%
-20.52%

Annual Total Return (%) History

Year
TGRYX
Category
2024
--
--
2023
11.18%
--
2022
-25.96%
--
2021
27.71%
--
2020
14.54%
-5.43%
2019
29.19%
23.45%
2018
-11.33%
-7.11%
2017
11.05%
15.12%

2016
2.25%
1.97%
2015
-1.26%
-0.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.78% -- -- --
2023 2.52% 1.18% -7.63% 16.03%
2022 -8.59% -14.86% -10.60% 6.41%
2021 9.18% 6.57% 1.45% 8.20%
2020 -20.04% 17.15% 6.76% 14.53%
2019 15.06% 3.24% 5.33% 3.25%
2018 -7.03% 4.46% -0.63% -8.12%
2017 3.58% 3.16% 1.44% 2.46%
2016 2.50% 4.73% 0.27% -5.01%
2015 5.10% -6.39% -2.41% 2.85%

Rank in Category (By Total Return)

YTD 3
1-Month 23
3-Month 3
1-Year 8
3-Year 42
5-Year 2

Load Adjusted Returns

1-Year 11.46%
3-Year -0.35%
5-Year 6.80%
10-Year --

Performance & Risk

YTD Return -4.49%
5y Average Return 5.43%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Global Real Estate
Fund Family TCW
Net Assets 29.46M
YTD Return 2.78%
Yield 1.58%
Morningstar Rating
Inception Date Nov 28, 2014

Fund Summary

Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of REITs and real estate companies. Normally, it will invest in securities of issuers located in at least three different countries (one of which may be the United States) and invests at least 30% of its net assets, plus any borrowings for investment purposes, in securities of issuers domiciled outside the United States or whose primary business operations are outside the United States.

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