TCW Relative Value Dividend Appreciation Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2004 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7.01 | 1.9 | 0 |
| 2005 | -2.27 | 2.5 | -1.39 | -3.45 | 3.94 | 0.79 | 2.8 | -1.53 | 0.52 | -3.52 | 3.56 | -0.17 | 1.4 |
| 2006 | 2.5 | 0.59 | 0.75 | 2.82 | -2.42 | -0.5 | 0.5 | 2.48 | 3.27 | 3.6 | 0.45 | 2.35 | 17.5 |
| 2007 | 2.11 | -1.55 | 1.01 | 5.13 | 3.96 | -1.29 | -4.23 | 0.94 | 2.58 | 0 | -5.13 | -1.09 | 1.9 |
| 2008 | -5.25 | -3.31 | -0.92 | 5.13 | -0.17 | -12.42 | 0.29 | 0.19 | -8.25 | -19.71 | -11.69 | 3.24 | -43.7 |
| 2009 | -7.23 | -12.15 | 9.32 | 12.93 | 5.65 | -0.28 | 9.28 | 5.2 | 3.59 | -3.04 | 5.19 | 3.38 | 33.1 |
| 2010 | -3.46 | 3.7 | 6.29 | 2.32 | -8.23 | -6.84 | 8.6 | -4.91 | 9.14 | 3.56 | 0.73 | 9.06 | 19.3 |
| 2011 | 3.34 | 3.79 | 0.09 | 2.59 | -1.3 | -2.44 | -3.9 | -7.17 | -8.5 | 13.62 | -0.49 | 0.37 | -1.8 |
| 2012 | 5.95 | 4.58 | 2.82 | 0.09 | -7.93 | 4.87 | 2.27 | 3.55 | 2.43 | -1.01 | 0.17 | 1.97 | 20.8 |
| 2013 | 7.72 | 2.18 | 4.03 | 0.59 | 3.22 | -1.06 | 5.18 | -4.44 | 3.22 | 5.15 | 2.65 | 2.76 | 35.3 |
| 2014 | -4.54 | 3.9 | 1.72 | 0.44 | 1.5 | 2.61 | -1.93 | 3.5 | -1.94 | 1.52 | 3.11 | -0.11 | 9.8 |
| 2015 | -4.08 | 5.9 | -2.27 | 1.24 | 0.58 | -2.56 | 0.78 | -6.46 | -4.11 | 9.5 | 0.36 | -2.65 | -4.8 |
| 2016 | -5.85 | 0.93 | 7.72 | -0.49 | 2.21 | -0.29 | 4.42 | 0.93 | 0.12 | -2.19 | 6.96 | 1.41 | 16.2 |
| 2017 | 0.87 | 2.38 | -0.24 | -1.01 | 0.16 | 1.5 | 1.06 | -1.37 | 3.85 | -0.62 | 2.56 | 1.64 | 11.2 |
| 2018 | 5.28 | -4.07 | -1.96 | 0.21 | -0.32 | -0.19 | 3.7 | 0.47 | -1.35 | -8.53 | 2.58 | -9.67 | -14 |
| 2019 | 9.69 | 3.19 | -0.58 | 2.99 | -6.14 | 8.42 | 0.84 | -4.66 | 3.72 | 0.95 | 2.78 | -4.75 | 16.2 |
| 2020 | -3.29 | -8.74 | -20.44 | 10.42 | 3.51 | 1.27 | 3.84 | 5.31 | -4.68 | -1.65 | 15.21 | 4.45 | 1.2 |
| 2021 | -0.03 | -2.81 | 5.68 | 15.8 | 2.98 | -1.42 | 0.23 | 2.38 | -4.2 | 5.82 | -2.75 | -3.33 | 17 |
| 2022 | -1.68 | -1.02 | 1.72 | -6.78 | 2.96 | -10.04 | 5.89 | -1.54 | -8.92 | 13.93 | 7.25 | -8.45 | -9.2 |
| 2023 | 5.49 | -1.9 | -1.33 | 0.78 | -3.85 | 6.72 | 4.7 | -3.29 | -4 | -3.39 | 7.29 | 4.07 | 10.7 |
| 2024 | 0.33 | 4.47 | 5.68 | -3.87 | 6.7 |