Find A Portfolio/Ticker
Comparison Box
ITQAX: Transamerica Equity A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/28/2001 |
Last Dividend Date: | 12/15/2005 |
12-Mo. Yield | 0.00% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/12/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/28/2001 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 2.5 | 17.2 | -0.2 | 4.1 | 3.1 | 11.0 | -4.6 | 16.8 | 29.3 | -45.5 | 15.7 | 8.6 | 15.3 | 14.1 | 29.8 | -23.4 | -2.4 |
Sharpe Ratio | NA | 0.1 | 0.78 | -0.03 | 0.12 | 0.08 | 6.89 | -0.18 | 0.84 | 1.04 | -1.09 | 0.72 | 0.41 | 1.09 | 1.04 | 1.61 | -0.9 | -0.2 |
Draw Down(%) | NA | 22.4 | 22.4 | 59.7 | 59.7 | 59.7 | 0.8 | 22.4 | 17.2 | 26.4 | 54.8 | 10.8 | 12.3 | 8.7 | 9.8 | 11.6 | 35.3 | 30.2 |
Standard Deviation(%) | NA | 25.3 | 21.9 | 28.4 | 23.6 | 23.4 | 6.6 | 26.3 | 19.9 | 28.0 | 42.3 | 17.7 | 12.9 | 12.0 | 12.6 | 18.0 | 27.3 | 25.9 |
Treynor Ratio | NA | 0.03 | 0.17 | -0.01 | 0.03 | 0.02 | 1.65 | -0.05 | 0.16 | 0.26 | -0.42 | 0.13 | 0.06 | 0.14 | 0.16 | 0.33 | -0.3 | -0.07 |
Alpha | NA | -0.06 | -0.03 | -0.05 | -0.03 | 0.0 | 0.08 | -0.02 | 0.02 | -0.03 | -0.03 | 0.02 | 0.03 | 0.02 | 0.03 | 0.02 | 0.04 | -0.01 |
Beta | NA | 0.94 | 0.99 | 1.06 | 0.99 | 0.96 | 0.28 | 0.98 | 1.02 | 1.11 | 1.1 | 1.02 | 0.92 | 0.91 | 0.8 | 0.89 | 0.82 | 0.8 |
RSquared | NA | 0.94 | 0.94 | 0.94 | 0.91 | 0.91 | 0.26 | 0.98 | 0.96 | 0.94 | 0.95 | 0.89 | 0.86 | 0.8 | 0.84 | 0.91 | 0.9 | 0.88 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 | 1.8 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -38.5 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (98%)
- GAM (General American Investors Closed Fund) (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (97%)
- FXBY (Foxby Corp) (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) (22%)