Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIMVX (TRANSAMERICA PARTNERS INSTITUTIONAL MID VALUE TRANSAMERICA PARTNERS INSTITUTIONAL MID VALUE) | NA | 9.54% | 7.02% | 12.80% | 6.19% | 10.67% | NA | … | … |
Data as of 10/31/2017, Common starting date is 12/17/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIMVX (TRANSAMERICA PARTNERS INSTITUTIONAL MID VALUE TRANSAMERICA PARTNERS INSTITUTIONAL MID VALUE) | 12/17/2001 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.54 | 7.02 | 12.80 | 6.19 | 10.67 | NA | … | … | 3.39 | 15.72 | -0.89 | 12.45 | 32.69 | 19.31 | -2.34 | 21.03 | 32.57 | -37.86 | -4.04 | 18.03 | 9.66 | 25.16 | 41.38 | -15.37 | 4.04 |
| Sharpe Ratio | NA | 1.63 | 0.59 | 1.10 | 0.28 | NA | NA | … | … | 0.88 | 1.18 | -0.07 | 1.14 | 2.74 | 1.57 | -0.09 | 1.08 | 1.09 | -0.96 | -0.42 | 1.35 | 0.67 | 2.34 | 3.01 | -0.81 | 26.59 |
| Standard Deviation(%) | NA | 5.51 | 11.40 | 11.46 | 21.04 | NA | NA | … | … | 3.95 | 13.17 | 13.59 | 10.90 | 11.93 | 12.39 | 25.13 | 19.33 | 29.66 | 40.48 | 17.39 | 10.87 | 11.11 | 10.31 | 13.53 | 20.37 | 7.58 |
| Draw Down(%) | NA | 2.46 | 13.63 | 13.63 | 57.98 | NA | NA | … | … | 2.46 | 8.77 | 10.11 | 8.08 | 5.42 | 8.01 | 23.60 | 15.93 | 27.36 | 50.50 | 16.23 | 9.00 | 6.87 | 7.41 | 10.85 | 31.31 | 0.26 |
| Yield(%) | 0.00 | 8.11 | 11.86 | 11.79 | 6.07 | 10.76 | 6.99 | … | … | 3.75 | 6.60 | 12.97 | 20.55 | 5.19 | 1.32 | 0.84 | 1.04 | 1.47 | 1.43 | 3.61 | 7.94 | 9.91 | 12.84 | 7.48 | 0.17 | 0.85 |
Data as of 10/31/2017, Common starting date is 12/17/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIMVX (TRANSAMERICA PARTNERS INSTITUTIONAL MID VALUE TRANSAMERICA PARTNERS INSTITUTIONAL MID VALUE) |
-17.56%
Feb 2006 – Feb 2009 |
-5.13%
Feb 2004 – Feb 2009 |
5.73%
May 2007 – May 2017 |
8.84%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIMVX (TRANSAMERICA PARTNERS INSTITUTIONAL MID VALUE TRANSAMERICA PARTNERS INSTITUTIONAL MID VALUE) |
28.76%
Mar 2003 – Mar 2006 |
24.65%
Feb 2009 – Feb 2014 |
11.23%
Mar 2003 – Mar 2013 |
10.81%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart