Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DIVIX (TRANSAMERICA PARTNERS INSTITUTIONAL LARGE VALUE TRANSAMERICA PARTNERS INSTITUTIONAL LARGE VALUE) | NA | 12.51% | 3.95% | 11.21% | 2.98% | 6.67% | NA | 5.19% |
Data as of 10/31/2017, AR inception is 03/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIVIX (TRANSAMERICA PARTNERS INSTITUTIONAL LARGE VALUE TRANSAMERICA PARTNERS INSTITUTIONAL LARGE VALUE) | 03/26/2001 | 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 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.51 | 3.95 | 11.21 | 2.98 | 6.67 | NA | 5.19 | 2.13 | 9.14 | -0.69 | 9.54 | 37.74 | 17.10 | 2.03 | 14.64 | 16.18 | -43.18 | -7.15 | 20.38 | 6.55 | 12.70 | 26.22 | -15.87 | 4.35 |
| Sharpe Ratio | NA | 1.71 | 0.27 | 0.84 | 0.12 | NA | NA | 0.21 | 0.34 | 0.56 | -0.04 | 0.78 | 3.19 | 1.30 | 0.08 | 0.79 | 0.59 | -1.01 | -0.59 | 1.69 | 0.43 | 1.11 | 1.66 | -0.73 | 0.25 |
| Standard Deviation(%) | NA | 7.02 | 13.69 | 13.15 | 21.99 | NA | NA | 19.36 | 5.83 | 15.99 | 15.89 | 12.13 | 11.81 | 13.28 | 24.92 | 18.43 | 27.07 | 43.68 | 17.21 | 10.14 | 10.28 | 10.63 | 15.36 | 23.27 | 14.90 |
| Draw Down(%) | NA | 4.91 | 21.05 | 21.05 | 62.92 | NA | NA | 64.75 | 4.91 | 15.92 | 13.02 | 9.58 | 5.18 | 11.59 | 21.36 | 15.09 | 28.92 | 54.71 | 16.15 | 8.05 | 7.07 | 7.34 | 13.84 | 32.10 | 18.18 |
| Yield(%) | 0.00 | 1.13 | 1.30 | 1.86 | 1.26 | 3.10 | 2.06 | 2.58 | 0.62 | 1.80 | 1.25 | 1.04 | 1.76 | 2.04 | 1.41 | 1.86 | 2.32 | 1.88 | 1.49 | 6.15 | 5.76 | 3.90 | 1.68 | 1.14 | 2.13 |
Data as of 10/31/2017, AR inception is 03/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVIX (TRANSAMERICA PARTNERS INSTITUTIONAL LARGE VALUE TRANSAMERICA PARTNERS INSTITUTIONAL LARGE VALUE) |
-21.25%
Feb 2006 - Feb 2009 |
-10.20%
Feb 2004 - Feb 2009 |
0.39%
Sep 2001 - Sep 2011 |
3.91%
May 2001 - May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVIX (TRANSAMERICA PARTNERS INSTITUTIONAL LARGE VALUE TRANSAMERICA PARTNERS INSTITUTIONAL LARGE VALUE) |
24.40%
Sep 2011 - Sep 2014 |
22.29%
Feb 2009 - Feb 2014 |
6.06%
Mar 2003 - Mar 2013 |
7.11%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart