Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CSGTX (TRANSAMERICA SMALL CAP GROWTH C) | -5.35% | -5.12% | 3.14% | 3.54% | 6.31% | NA | NA | 8.42% |
Data as of 07/22/2025, AR inception is 09/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSGTX (TRANSAMERICA SMALL CAP GROWTH C) | 09/04/2012 | 07/22/2025 |
| 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 (%) | 2.01 | -5.12 | 3.14 | 3.54 | 6.31 | NA | NA | 8.42 | -5.35 | 5.01 | 19.03 | -31.54 | 17.12 | 30.90 | 28.07 | -8.57 | 14.40 | 19.57 | 2.37 | 2.05 | 36.01 | -6.70 |
| Sharpe Ratio | NA | -0.34 | 0.06 | 0.06 | 0.20 | NA | NA | 0.30 | -0.53 | 0.08 | 0.85 | -1.11 | 0.58 | 0.80 | 1.61 | -0.53 | 1.13 | 1.06 | 0.13 | 0.12 | 2.42 | -1.48 |
| Standard Deviation(%) | NA | 23.95 | 21.60 | 24.47 | 23.60 | NA | NA | 22.08 | 27.25 | 18.16 | 18.34 | 29.82 | 29.43 | 38.15 | 16.50 | 18.81 | 12.17 | 18.21 | 18.11 | 16.79 | 14.90 | 13.30 |
| Draw Down(%) | NA | 26.41 | 26.41 | 41.18 | 41.18 | NA | NA | 41.18 | 24.34 | 9.27 | 15.10 | 34.29 | 11.98 | 37.56 | 8.08 | 27.11 | 7.44 | 14.27 | 11.91 | 11.96 | 5.45 | 14.94 |
| Yield(%) | 0.00 | 15.43 | 8.94 | 10.24 | 10.21 | 9.64 | 7.23 | 12.05 | 0.00 | 16.37 | 6.92 | 3.63 | 15.07 | 11.94 | 9.81 | 10.89 | 11.98 | 70.52 | 8.93 | 8.38 | 0.00 | 0.00 |
Data as of 07/22/2025, 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 |
|---|---|---|---|---|
| CSGTX (TRANSAMERICA SMALL CAP GROWTH C) |
-7.18%
Oct 2021 - Oct 2024 |
3.15%
Sep 2018 - Sep 2023 |
6.07%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGTX (TRANSAMERICA SMALL CAP GROWTH C) |
25.22%
Dec 2018 - Dec 2021 |
18.99%
Feb 2016 - Feb 2021 |
9.96%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart