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TPIEX: Transamerica Premier Inst Equity (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/08/2004 |
| Last Dividend Date: | 11/11/2009 |
| 12-Mo. Yield | 0.95% |
| Expenses | - |
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Performance Analytics (As of 01/05/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/08/2004 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 24.4 | -6.1 | -1.2 | 0.6 | 0.0 | 28.4 | -43.9 | 15.0 | 8.2 | 2.7 | 12.0 |
| Sharpe Ratio | NA | 0.88 | -0.24 | -0.12 | -0.05 | 0.0 | 1.01 | -1.09 | 0.69 | 0.38 | 0.03 | 2.06 |
| Draw Down(%) | NA | 26.8 | 58.9 | 58.9 | 58.9 | 0.0 | 26.8 | 53.5 | 10.6 | 12.3 | 13.8 | 6.4 |
| Standard Deviation(%) | NA | 27.7 | 30.8 | 26.3 | 24.9 | NA | 28.0 | 41.0 | 17.5 | 13.0 | 18.1 | 12.1 |
| Treynor Ratio | NA | 0.25 | -0.08 | -0.03 | -0.01 | NA | 0.29 | -0.46 | 0.12 | 0.04 | 0.01 | 0.24 |
| Alpha | NA | -0.03 | -0.05 | -0.05 | -0.02 | 0.0 | 0.01 | -0.05 | 0.04 | -0.03 | 0.0 | 0.01 |
| Beta | NA | 0.98 | 0.98 | 1.0 | 0.99 | 0.0 | 0.98 | 0.97 | 1.02 | 1.21 | 1.04 | 1.04 |
| RSquared | NA | 0.91 | 0.92 | 0.85 | 0.86 | 0.0 | 0.91 | 0.95 | 0.87 | 0.87 | 0.38 | 0.83 |
| Yield(%) | N/A | 0.9 | 2.1 | 1.7 | N/A | 0.0 | 0.9 | 0.7 | 4.9 | 1.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -20.7 | N/A | N/A | N/A | -100.0 | -20.7 | -84.5 | 329.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/08/2004
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