TCW Select Equities Fund (TGCEX)

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The chart shows the growth of an initial investment of $10,000 in TCW Select Equities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

TCW Select Equities Fund (TGCEX) has returned -14.71% so far this year and 3.90% over the past 12 months. Looking at the last ten years, TGCEX has achieved an annualized return of 13.75%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jan 3, 1994, TGCEX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, your investment would double in approximately 7.0 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2020 with a return of +15.4%, while the worst month was Dec 1997 at -28.5%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, TGCEX closed higher 53% of trading days. The best single day was May 15, 2000 with a return of +16.7%, while the worst single day was Dec 12, 1997 at -29.6%.

TCW Select Equities Fund has an annualized alpha of -0.14%, beta of 1.12, and R² of 0.74 versus S&P 500 Index. Calculated based on daily prices since January 04, 1994.

• This fund participated in 110.31% of S&P 500 Index downside but only 110.14% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.12 and R² of 0.74, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

TGCEX has an expense ratio of 0.77%, placing it in the medium range.

TGCEX ranks 8 for risk / return — in the bottom 8% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for TCW Select Equities Fund (TGCEX) and compare them to a chosen benchmark (S&P 500 Index).

TCW Select Equities Fund provided a 14.75% dividend yield over the last twelve months, with an annual payout of $3.77 per share.

The table displays the monthly dividend distributions for TCW Select Equities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the TCW Select Equities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the TCW Select Equities Fund was 63.61%, occurring on Oct 9, 2002. Recovery took 2382 trading sessions.

The current TCW Select Equities Fund drawdown is 20.31%.

The chart below shows the rolling one-month volatility.