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TCW Total Return Bond Fund;I
Ranked 17 out of 34 in U.S. Mortgage Funds over 36 months
All calculations are in USD unless stated
The Fund seeks to maximize current income and achieve above average total return consistent with prudent investment management over a full market cycle.
Managed by
sector performance
U.S. Mortgage Funds
| Rank | Fund Name | Currency | Return |
| 15 | Federated Mortgage Strategy Portfolio | USD | 4.3% |
| 16 | Federated Mortgage Fund;Institutional | USD | 3.8% |
| 17 | TCW Total Return Bond Fund;I | USD | 3.6% |
| 18 | PACE Mortgage-Backed Securities Fixed Income Inv;P | USD | 3.4% |
| 19 | Franklin Strategic Mortgage Portfolio;A1 | USD | 3.2% |
| Rank | Fund Name | Currency | Risk |
| 30 | PACE Mortgage-Backed Securities Fixed Income Inv;P | USD | 2.2 |
| 31 | Brown Advisory Mortgage Securities Fund;Inv | USD | 2.3 |
| 32 | TCW Total Return Bond Fund;I | USD | 2.7 |
| 33 | Principal Real Estate Debt Income Fund;Inst | USD | 3.1 |
| 34 | Putnam Mortgage Opportunities Fund;I | USD | 3.8 |
| Rank | Fund Name | Currency | Loss |
| 31 | AMG Managers Amundi Intermediate Government Fund;N | USD | -3.0% |
| 32 | Principal Real Estate Debt Income Fund;Inst | USD | -3.1% |
| 33 | TCW Total Return Bond Fund;I | USD | -3.1% |
| 34 | Putnam Mortgage Opportunities Fund;I | USD | -5.8% |
Total Return
Month by Month Performance
Quarterly Performance
| to 30/09/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -1.3% | 0.3% | -0.3% | ||
| 2017 | 3.4% | 0.8% | 1.3% | 1.0% | 0.3% |
| 2016 | 1.5% | 2.1% | 1.9% | 0.7% | -3.1% |
| 2015 | 1.1% | 1.3% | -0.8% | 1.1% | -0.5% |
| 2014 | 5.8% | 1.5% | 2.3% | 0.5% | 1.4% |
| 2013 | 1.7% | 1.1% | -1.7% | 1.2% | 1.2% |
| 2012 | 13.4% | 3.9% | 1.7% | 5.5% | 1.8% |
| 2011 | 4.1% | 1.5% | 1.3% | 1.8% | -0.4% |
| 2010 | 10.7% | 1.9% | 4.2% | 3.7% | 0.6% |
| 2009 | 19.9% | 2.5% | 7.0% | 8.2% | 1.0% |
| 2008 | 1.1% | 1.7% | 0.2% | -0.4% | -0.4% |
| 2007 | 6.6% | 1.8% | -1.1% | 3.5% | 2.3% |
| 2006 | 5.3% | -0.3% | 0.2% | 3.9% | 1.5% |
| 2005 | 3.4% | -0.4% | 2.8% | 0.0% | 1.0% |
| 2004 | 5.2% | 2.7% | -2.0% | 3.4% | 1.1% |
| 2003 | 3.1% | 1.0% | 1.2% | 0.2% | 0.6% |
| 2002 | 11.0% | 1.0% | 3.9% | 4.2% | 1.5% |
| 2001 | 9.4% | 2.5% | 0.7% | 5.0% | 1.0% |
| 2000 | 13.6% | 2.2% | 1.5% | 3.8% | 5.6% |
| 1999 | -0.5% | 0.3% | -0.9% | 0.5% | -0.3% |
| 1998 | 7.2% | 1.1% | 2.4% | 4.1% | -0.5% |
| 1997 | 11.9% | -0.6% | 4.1% | 4.7% | 3.3% |
| 1996 | 5.1% | -2.1% | 1.3% | 2.2% | 3.7% |
| 1995 | 20.8% | 5.2% | 6.8% | 1.9% | 5.5% |
| 1994 | -6.2% | -1.7% | -4.8% | 0.5% | -0.2% |
| 1993 | 2.4% | 1.0% |
Returns Vs Risk
Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).