Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DISEX (TRANSAMERICA PARTNERS INSTITUTIONAL SMALL CORE TRANSAMERICA PARTNERS INSTITUTIONAL SMALL CORE) | NA | 13.62% | 3.36% | 9.59% | 4.26% | 7.91% | NA | … | … |
Data as of 10/31/2017, Common starting date is 04/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DISEX (TRANSAMERICA PARTNERS INSTITUTIONAL SMALL CORE TRANSAMERICA PARTNERS INSTITUTIONAL SMALL CORE) | 04/24/2001 | 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 | 13.62 | 3.36 | 9.59 | 4.26 | 7.91 | NA | … | … | -1.19 | 23.08 | -9.73 | 3.94 | 33.22 | 14.82 | -2.47 | 29.66 | 27.17 | -36.22 | -11.39 | 11.52 | 10.19 | 12.41 | 43.66 | -24.60 | 4.37 |
| Sharpe Ratio | NA | 1.46 | 0.21 | 0.64 | 0.16 | NA | NA | … | … | -0.30 | 1.24 | -0.60 | 0.26 | 2.34 | 0.94 | -0.08 | 1.25 | 0.81 | -0.87 | -0.72 | 0.53 | 0.56 | 0.73 | 2.46 | -1.12 | 0.22 |
| Standard Deviation(%) | NA | 8.99 | 15.01 | 14.83 | 24.49 | NA | NA | … | … | 6.64 | 18.32 | 16.13 | 14.88 | 14.16 | 15.77 | 30.47 | 23.65 | 33.55 | 42.66 | 20.18 | 15.46 | 14.23 | 15.61 | 17.44 | 22.89 | 20.66 |
| Draw Down(%) | NA | 4.59 | 24.47 | 24.47 | 61.37 | NA | NA | … | … | 4.59 | 12.88 | 17.00 | 12.02 | 5.70 | 12.20 | 26.42 | 18.87 | 30.66 | 50.42 | 18.76 | 14.88 | 9.94 | 15.88 | 13.79 | 35.57 | 26.95 |
| Yield(%) | 0.00 | 0.19 | 0.66 | 0.93 | 0.77 | 2.68 | 1.61 | … | … | 0.07 | 0.92 | 0.86 | 0.82 | 0.55 | 0.91 | 0.21 | 0.08 | 0.91 | 0.65 | 2.46 | 6.69 | 9.30 | 0.00 | 0.00 | 0.00 | 0.46 |
Data as of 10/31/2017, Common starting date is 04/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DISEX (TRANSAMERICA PARTNERS INSTITUTIONAL SMALL CORE TRANSAMERICA PARTNERS INSTITUTIONAL SMALL CORE) |
-22.30%
Feb 2006 – Feb 2009 |
-9.97%
Feb 2004 – Feb 2009 |
2.31%
Jan 2006 – Jan 2016 |
4.37%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DISEX (TRANSAMERICA PARTNERS INSTITUTIONAL SMALL CORE TRANSAMERICA PARTNERS INSTITUTIONAL SMALL CORE) |
29.98%
Feb 2009 – Feb 2012 |
25.71%
Feb 2009 – Feb 2014 |
9.20%
Mar 2003 – Mar 2013 |
8.19%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart