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TCMSX: TCM SMALL CAP GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 52.55 2.45(4.45%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 01/25/2005 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 6.54% |
| Expenses | 1.30% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.1 | 13.2 | 39.8 | 19.9 | 4.3 | 11.5 | 11.0 | 8.8 | 10.1 | 14.3 | 18.5 | 20.3 | -23.6 | -1.3 | 19.7 | 33.3 | -6.0 | 24.8 | 16.0 | -0.7 | 6.7 | 49.9 | 12.6 | -7.5 | 21.7 | 26.9 | -43.2 | 16.6 | 18.8 | 29.8 |
| Sharpe Ratio | NA | 1.17 | 1.63 | 0.73 | 0.06 | 0.38 | NA | NA | 0.36 | 0.44 | 0.73 | 0.91 | -0.83 | -0.03 | 0.5 | 1.9 | -0.37 | 1.95 | 0.89 | -0.05 | 0.38 | 3.4 | 0.73 | -0.23 | 0.91 | 0.95 | -1.14 | 0.76 | 0.84 | 1.88 |
| Draw Down(%) | NA | 16.9 | 16.9 | 30.7 | 45.5 | 45.5 | NA | NA | 56.0 | 27.5 | 11.7 | 15.5 | 30.8 | 37.7 | 39.3 | 8.3 | 28.6 | 6.5 | 16.1 | 15.6 | 15.0 | 5.9 | 13.1 | 32.0 | 19.9 | 20.2 | 53.6 | 10.4 | 16.8 | 11.2 |
| Standard Deviation(%) | NA | 26.5 | 22.9 | 22.8 | 28.4 | 26.0 | NA | NA | 24.5 | 25.9 | 20.2 | 18.5 | 30.2 | 40.6 | 38.5 | 16.8 | 20.1 | 12.4 | 17.7 | 16.9 | 17.4 | 14.7 | 17.4 | 33.2 | 23.8 | 28.1 | 38.7 | 17.8 | 18.4 | 15.8 |
| Treynor Ratio | NA | 0.27 | 0.34 | 0.16 | 0.02 | 0.1 | NA | NA | 0.09 | 0.11 | 0.14 | 0.18 | -0.29 | -0.01 | 0.2 | 0.31 | -0.07 | 0.21 | 0.16 | -0.01 | 0.06 | 0.51 | 0.13 | -0.07 | 0.22 | 0.32 | -0.5 | 0.14 | 0.15 | 0.29 |
| Alpha | NA | -0.01 | 0.03 | 0.01 | 0.0 | 0.01 | NA | NA | 0.0 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | -0.04 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | 0.04 | -0.02 | -0.02 | -0.03 | -0.02 | -0.05 | 0.03 | 0.02 | 0.05 |
| Beta | NA | 1.13 | 1.11 | 1.04 | 0.96 | 0.98 | NA | NA | 0.96 | 1.05 | 1.05 | 0.91 | 0.87 | 0.95 | 0.98 | 1.03 | 1.02 | 1.13 | 0.97 | 1.02 | 1.08 | 0.98 | 0.99 | 1.02 | 0.98 | 0.83 | 0.88 | 0.94 | 1.05 | 1.03 |
| RSquared | NA | 0.94 | 0.93 | 0.94 | 0.63 | 0.75 | NA | NA | 0.85 | 0.95 | 0.93 | 0.93 | 0.89 | 0.24 | 0.94 | 0.93 | 0.95 | 0.88 | 0.92 | 0.92 | 0.94 | 0.92 | 0.95 | 0.98 | 0.97 | 0.95 | 0.98 | 0.94 | 0.94 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.0 | 11.5 | 0.0 | 0.0 | 0.0 | 0.0 | 1.8 | 12.1 | 17.2 | 0.0 | 14.4 | 14.8 | 29.6 | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 11.0 | 3.5 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -42.6 | N/A | N/A | N/A | N/A | -100.0 | -87.6 | -23.9 | N/A | -100.0 | -10.4 | -42.9 | 1158.7 | N/A | N/A | N/A | N/A | -100.0 | 247.4 | 354.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/13/2004
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