Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ASGTX (TRANSAMERICA SMALL CAP GROWTH A) | -5.62% | -4.05% | 5.44% | 4.15% | 7.23% | NA | NA | 9.37% |
Data as of 07/18/2025, AR inception is 09/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASGTX (TRANSAMERICA SMALL CAP GROWTH A) | 09/04/2012 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | -4.05 | 5.44 | 4.15 | 7.23 | NA | NA | 9.37 | -5.62 | 5.76 | 19.74 | -31.11 | 17.77 | 31.80 | 32.36 | -7.81 | 15.16 | 20.48 | 3.08 | 2.74 | 36.79 | -6.49 |
| Sharpe Ratio | NA | -0.24 | 0.08 | 0.12 | 0.26 | NA | NA | 0.35 | -0.46 | 0.12 | 0.89 | -1.09 | 0.65 | 0.82 | 1.86 | -0.49 | 1.21 | 1.12 | 0.17 | 0.16 | 2.48 | -1.43 |
| Standard Deviation(%) | NA | 24.12 | 21.62 | 24.00 | 23.34 | NA | NA | 21.88 | 27.40 | 18.38 | 18.24 | 29.83 | 27.28 | 38.08 | 16.63 | 18.92 | 12.08 | 18.17 | 18.17 | 16.82 | 14.81 | 13.36 |
| Draw Down(%) | NA | 26.22 | 26.22 | 39.75 | 39.75 | NA | NA | 39.75 | 24.23 | 9.20 | 15.00 | 34.05 | 11.25 | 37.59 | 7.96 | 26.92 | 7.34 | 14.19 | 11.82 | 11.69 | 5.43 | 14.74 |
| Yield(%) | 0.00 | 12.62 | 7.88 | 9.01 | 10.11 | 9.74 | 7.30 | 12.17 | 0.00 | 13.28 | 5.71 | 3.04 | 13.01 | 10.50 | 11.55 | 9.95 | 11.12 | 68.74 | 8.79 | 8.31 | 0.00 | 0.01 |
Data as of 07/18/2025, AR inception is 09/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASGTX (TRANSAMERICA SMALL CAP GROWTH A) |
-6.53%
Oct 2021 - Oct 2024 |
4.38%
Sep 2018 - Sep 2023 |
7.06%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASGTX (TRANSAMERICA SMALL CAP GROWTH A) |
27.13%
Dec 2018 - Dec 2021 |
20.44%
Feb 2016 - Feb 2021 |
10.99%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart