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TGEIX vs. TGLMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TGEIX vs. TGLMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TCW Emerging Markets Income Fund (TGEIX) and TCW Total Return Bond Fund (TGLMX). The values are adjusted to include any dividend payments, if applicable.

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TGEIX vs. TGLMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TGEIX
TCW Emerging Markets Income Fund
-1.32%14.59%7.33%12.10%-17.54%-5.07%5.13%15.86%-6.16%11.40%
TGLMX
TCW Total Return Bond Fund
0.57%8.99%1.82%5.05%-16.59%-1.05%8.32%7.28%0.80%3.44%

Returns By Period

In the year-to-date period, TGEIX achieves a -1.32% return, which is significantly lower than TGLMX's 0.57% return. Over the past 10 years, TGEIX has outperformed TGLMX with an annualized return of 3.99%, while TGLMX has yielded a comparatively lower 1.54% annualized return.


TGEIX

1D
-0.44%
1M
-4.10%
YTD
-1.32%
6M
1.49%
1Y
10.54%
3Y*
10.06%
5Y*
2.30%
10Y*
3.99%

TGLMX

1D
0.52%
1M
-1.89%
YTD
0.57%
6M
1.95%
1Y
5.74%
3Y*
4.22%
5Y*
-0.02%
10Y*
1.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TGEIX vs. TGLMX - Expense Ratio Comparison

TGEIX has a 0.85% expense ratio, which is higher than TGLMX's 0.49% expense ratio.


Return for Risk

TGEIX vs. TGLMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TGEIX
TGEIX Risk / Return Rank: 9191
Overall Rank
TGEIX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
TGEIX Sortino Ratio Rank: 9494
Sortino Ratio Rank
TGEIX Omega Ratio Rank: 9393
Omega Ratio Rank
TGEIX Calmar Ratio Rank: 8787
Calmar Ratio Rank
TGEIX Martin Ratio Rank: 8989
Martin Ratio Rank

TGLMX
TGLMX Risk / Return Rank: 6767
Overall Rank
TGLMX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
TGLMX Sortino Ratio Rank: 6969
Sortino Ratio Rank
TGLMX Omega Ratio Rank: 5555
Omega Ratio Rank
TGLMX Calmar Ratio Rank: 8383
Calmar Ratio Rank
TGLMX Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TGEIX vs. TGLMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TCW Emerging Markets Income Fund (TGEIX) and TCW Total Return Bond Fund (TGLMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


TGEIXTGLMXDifference

Sharpe ratio

Return per unit of total volatility

2.11

1.18

+0.93

Sortino ratio

Return per unit of downside risk

3.01

1.71

+1.29

Omega ratio

Gain probability vs. loss probability

1.46

1.22

+0.25

Calmar ratio

Return relative to maximum drawdown

2.29

2.04

+0.25

Martin ratio

Return relative to average drawdown

9.70

6.03

+3.67

TGEIX vs. TGLMX - Sharpe Ratio Comparison

The current TGEIX Sharpe Ratio is 2.11, which is higher than the TGLMX Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of TGEIX and TGLMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TGEIXTGLMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.11

1.18

+0.93

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

-0.00

+0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.28

+0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.40

+0.11

Correlation

The correlation between TGEIX and TGLMX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

TGEIX vs. TGLMX - Dividend Comparison

TGEIX's dividend yield for the trailing twelve months is around 5.84%, less than TGLMX's 6.39% yield.


TTM20252024202320222021202020192018201720162015
TGEIX
TCW Emerging Markets Income Fund
5.84%6.12%6.67%5.23%5.07%4.88%4.00%4.92%4.59%5.47%5.16%5.33%
TGLMX
TCW Total Return Bond Fund
6.39%7.19%6.52%6.13%3.27%2.08%3.37%4.07%3.55%2.89%4.13%2.88%

Drawdowns

TGEIX vs. TGLMX - Drawdown Comparison

The maximum TGEIX drawdown since its inception was -46.33%, which is greater than TGLMX's maximum drawdown of -22.26%. Use the drawdown chart below to compare losses from any high point for TGEIX and TGLMX.


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Drawdown Indicators


TGEIXTGLMXDifference

Max Drawdown

Largest peak-to-trough decline

-46.33%

-22.26%

-24.07%

Max Drawdown (1Y)

Largest decline over 1 year

-4.56%

-3.28%

-1.28%

Max Drawdown (5Y)

Largest decline over 5 years

-29.53%

-22.17%

-7.36%

Max Drawdown (10Y)

Largest decline over 10 years

-29.74%

-22.26%

-7.48%

Current Drawdown

Current decline from peak

-4.56%

-3.38%

-1.18%

Average Drawdown

Average peak-to-trough decline

-7.28%

-3.80%

-3.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.07%

1.11%

-0.04%

Volatility

TGEIX vs. TGLMX - Volatility Comparison

TCW Emerging Markets Income Fund (TGEIX) and TCW Total Return Bond Fund (TGLMX) have volatilities of 1.88% and 1.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TGEIXTGLMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.88%

1.85%

+0.03%

Volatility (6M)

Calculated over the trailing 6-month period

3.11%

2.88%

+0.23%

Volatility (1Y)

Calculated over the trailing 1-year period

4.97%

5.02%

-0.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.58%

7.03%

-0.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.70%

5.57%

+2.13%