Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DIVSX (TRANSAMERICA PARTNERS INSTITUTIONAL SMALL VALUE TRANSAMERICA PARTNERS INSTITUTIONAL SMALL VALUE) | NA | 11.65% | 5.77% | 10.27% | 6.14% | NA | NA | 8.85% |
Data as of 09/12/2017, AR inception is 03/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIVSX (TRANSAMERICA PARTNERS INSTITUTIONAL SMALL VALUE TRANSAMERICA PARTNERS INSTITUTIONAL SMALL VALUE) | 03/18/2003 | 09/12/2017 |
| 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 | 11.65 | 5.77 | 10.27 | 6.14 | NA | NA | 8.85 | -0.84 | 19.25 | -6.34 | 7.07 | 33.88 | 16.07 | 1.12 | 23.01 | 19.39 | -26.79 | -12.98 | 9.32 | -4.73 | 21.62 | 48.51 |
| Sharpe Ratio | NA | 1.00 | 0.38 | 0.71 | 0.24 | NA | NA | 0.34 | -0.18 | 1.16 | -0.41 | 0.50 | 2.51 | 1.04 | 0.04 | 0.99 | 0.54 | -0.61 | -0.78 | 0.39 | -0.48 | 1.37 | 3.47 |
| Standard Deviation(%) | NA | 11.16 | 14.73 | 14.21 | 25.03 | NA | NA | 22.56 | 9.75 | 16.38 | 15.43 | 14.05 | 13.47 | 15.57 | 30.52 | 23.08 | 35.77 | 45.02 | 20.54 | 15.44 | 14.50 | 15.08 | 18.40 |
| Draw Down(%) | NA | 6.51 | 23.78 | 23.78 | 58.73 | NA | NA | 60.36 | 6.25 | 12.45 | 13.98 | 9.91 | 6.19 | 10.97 | 25.12 | 18.54 | 34.58 | 45.54 | 19.40 | 14.29 | 14.29 | 9.40 | 5.04 |
| Yield(%) | 0.00 | 0.28 | 0.60 | 0.91 | 1.02 | 2.74 | 2.06 | 2.94 | 0.06 | 0.90 | 0.59 | 0.78 | 0.92 | 1.23 | 0.29 | 0.93 | 1.26 | 1.60 | 1.84 | 7.30 | 2.15 | 6.23 | 0.03 |
Data as of 09/12/2017, AR inception is 03/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVSX (TRANSAMERICA PARTNERS INSTITUTIONAL SMALL VALUE TRANSAMERICA PARTNERS INSTITUTIONAL SMALL VALUE) |
-21.20%
Feb 2006 - Feb 2009 |
-10.21%
Feb 2004 - Feb 2009 |
3.38%
Jan 2006 - Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVSX (TRANSAMERICA PARTNERS INSTITUTIONAL SMALL VALUE TRANSAMERICA PARTNERS INSTITUTIONAL SMALL VALUE) |
28.07%
Feb 2009 - Feb 2012 |
24.97%
Feb 2009 - Feb 2014 |
7.36%
Apr 2003 - Apr 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart