Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DISGX (TRANSAMERICA PARTNERS INSTITUTIONAL SMALL GROWTH TRANSAMERICA PARTNERS INSTITUTIONAL SMALL GROWTH) | NA | 13.74% | 8.72% | 12.21% | 4.40% | NA | NA | 8.44% |
Data as of 10/31/2017, AR inception is 06/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DISGX (TRANSAMERICA PARTNERS INSTITUTIONAL SMALL GROWTH TRANSAMERICA PARTNERS INSTITUTIONAL SMALL GROWTH) | 06/27/2003 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.74 | 8.72 | 12.21 | 4.40 | NA | NA | 8.44 | 1.28 | 20.35 | 3.32 | 2.87 | 37.66 | 1.09 | -6.71 | 25.32 | 32.61 | -38.06 | 4.33 | 31.84 | 0.32 | 11.66 | 16.62 |
| Sharpe Ratio | NA | 1.59 | 0.54 | 0.76 | 0.17 | NA | NA | 0.32 | 0.15 | 1.11 | 0.18 | 0.17 | 2.52 | 0.06 | -0.21 | 1.05 | 1.01 | -0.91 | 0.07 | 1.10 | -0.12 | 0.56 | 1.79 |
| Standard Deviation(%) | NA | 8.31 | 15.63 | 15.77 | 24.95 | NA | NA | 23.37 | 6.20 | 18.12 | 18.16 | 16.79 | 14.92 | 16.99 | 32.86 | 23.98 | 32.34 | 42.50 | 19.86 | 26.18 | 15.23 | 18.99 | 19.20 |
| Draw Down(%) | NA | 3.13 | 21.45 | 21.45 | 58.36 | NA | NA | 58.70 | 3.13 | 14.21 | 11.80 | 11.62 | 5.44 | 17.71 | 30.12 | 18.56 | 27.69 | 51.50 | 12.16 | 20.52 | 14.16 | 22.09 | 8.14 |
| Yield(%) | 0.00 | 18.20 | 8.00 | 6.65 | 3.04 | 5.73 | 4.30 | 6.14 | 2.28 | 17.64 | 4.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.89 | 27.31 | 0.01 | 5.66 | 0.00 |
Data as of 10/31/2017, AR inception is 06/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DISGX (TRANSAMERICA PARTNERS INSTITUTIONAL SMALL GROWTH TRANSAMERICA PARTNERS INSTITUTIONAL SMALL GROWTH) |
-13.15%
Feb 2006 - Feb 2009 |
-5.05%
Feb 2004 - Feb 2009 |
4.74%
May 2007 - May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DISGX (TRANSAMERICA PARTNERS INSTITUTIONAL SMALL GROWTH TRANSAMERICA PARTNERS INSTITUTIONAL SMALL GROWTH) |
26.68%
Feb 2009 - Feb 2012 |
20.99%
Feb 2009 - Feb 2014 |
8.74%
Apr 2005 - Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart