Winners Revisited Review

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  • Winners Revisited Review
  • TickerFunds revisits mutual funds featured back in 2015-2016, a period of volatility and uncertainty, for their consistent performance. At the start of 2020, these funds are well-positioned again after making the most of the past few years in their respective categories.
Fund Name Ticker 2019 2018 2017 2016 2015 2014 2013 2012 2011
Principal SmallCap Fund PLLAX 27.07 -11.00 12.41 16.79 -0.48 4.51 47.50 14.14 -2.17
William Blair Large Cap Growth Fund LCGFX 36.35 5.21 31.29 2.22 7.26 14.65 33.24 18.78 -3.54
TCW Total Return Bond Fund TGLMX 7.27 0.80 3.44 1.53 1.08 5.80 1.66 13.41 4.13
Pacific Funds Strategic Income Fund PLSTX 13.33 -3.01 6.59 11.03 -3.14 1.66 7.27
Index Year 2019 2018 2017 2016 2015 2014 2013 2012 2011
Bloomberg Barclays U.S. Aggregate...   8.72 0.01 3.54 2.65 0.55 5.97 -2.02 4.21 7.84
S&P 500 Index   31.49 -4.38 21.83 11.96 1.38 13.69 32.39 16.00 2.11