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Australia markets closed
ALL ORDS
8,416.60
-57.70
(-0.68%)
ASX 200
8,150.00
-55.20
(-0.67%)
AUD/USD
0.6799
-0.0044
(-0.65%)
OIL
74.50
+0.79
(+1.07%)
GOLD
2,664.10
-15.10
(-0.56%)
Bitcoin AUD
91,647.91
+2,493.50
(+2.80%)
TCW Funds, Inc. - TCW New America Premier Equities Fund (TGUSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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31.75
+0.55
(+1.76%)
As of 08:00PM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.19%
5-year average return
13.68%
Number of years up
6
Number of years down
1
Best 1-yr total return (2 May 2024)
39.75%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
39.75%
Worst 3-yr total return
6.66%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
TGUSX
Category
YTD
5.12%
12.38%
1-month
-3.94%
5.09%
3-month
0.48%
10.28%
1-year
23.75%
41.70%
3-year
6.93%
22.56%
5-year
13.42%
21.98%
10-year
0.00%
15.99%
Last bull market
27.23%
25.99%
Last bear market
-15.47%
-17.29%
Annual total return (%) history
Year
TGUSX
Category
2024
N/A
N/A
2023
31.76%
N/A
2022
-22.05%
N/A
2021
21.83%
N/A
2020
27.76%
35.86%
2019
39.75%
31.90%
2018
3.25%
-2.09%
2017
38.04%
27.67%
2016
N/A
3.23%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.43%
N/A
N/A
N/A
2023
9.81%
9.29%
-4.00%
14.36%
2022
-13.10%
-15.47%
-3.69%
10.18%
2021
-0.82%
12.95%
-1.56%
10.46%
2020
-16.60%
21.56%
8.61%
16.03%
2019
21.02%
9.01%
1.00%
4.88%
2018
2.47%
7.96%
7.44%
-13.14%
2017
11.32%
9.85%
4.08%
8.46%
2016
3.06%
5.29%
0.91%
N/A
Rank in category (by total return)
YTD
69
1-month
14
3-month
96
1-year
77
3-year
27
5-year
46
Load adjusted returns
1-year
23.75%
3-year
6.93%
5-year
13.42%
10-year
N/A
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