Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DVMGX (TRANSAMERICA PARTNERS MID GROWTH TRANSAMERICA PARTNERS MID GROWTH) | NA | 14.77% | 6.47% | 10.56% | 3.72% | 7.92% | NA | 6.10% |
Data as of 10/31/2017, AR inception is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVMGX (TRANSAMERICA PARTNERS MID GROWTH TRANSAMERICA PARTNERS MID GROWTH) | 10/04/2001 | 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 | 14.77 | 6.47 | 10.56 | 3.72 | 7.92 | NA | 6.10 | 6.66 | 11.66 | -1.95 | 7.41 | 29.54 | 13.29 | -7.48 | 28.61 | 24.92 | -41.86 | 17.29 | 2.37 | 12.70 | 14.67 | 26.33 | -25.99 | 11.69 |
| Sharpe Ratio | NA | 1.95 | 0.43 | 0.70 | 0.15 | NA | NA | 0.24 | 1.30 | 0.64 | -0.12 | 0.49 | 1.96 | 0.76 | -0.25 | 1.15 | 0.92 | -1.04 | 0.72 | -0.05 | 0.74 | 0.95 | 1.57 | -0.96 | 2.63 |
| Standard Deviation(%) | NA | 7.31 | 14.58 | 14.88 | 23.68 | NA | NA | 21.84 | 5.72 | 17.77 | 16.13 | 15.01 | 15.02 | 17.48 | 30.57 | 24.81 | 26.98 | 41.05 | 20.01 | 17.20 | 14.13 | 14.49 | 16.35 | 28.30 | 22.02 |
| Draw Down(%) | NA | 2.34 | 27.99 | 27.99 | 56.48 | NA | NA | 56.48 | 1.85 | 17.11 | 15.50 | 11.74 | 7.50 | 12.80 | 26.39 | 17.16 | 17.32 | 51.76 | 11.80 | 19.05 | 9.18 | 15.50 | 9.99 | 36.51 | 5.40 |
| Yield(%) | 0.00 | 4.91 | 7.26 | 11.59 | 5.29 | 8.17 | 5.03 | 6.28 | 2.19 | 5.36 | 8.92 | 9.25 | 29.30 | 7.37 | 0.00 | 0.00 | 0.00 | 0.57 | 6.75 | 7.70 | 6.00 | 5.37 | 0.28 | 0.32 | 0.00 |
Data as of 10/31/2017, AR inception is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVMGX (TRANSAMERICA PARTNERS MID GROWTH TRANSAMERICA PARTNERS MID GROWTH) |
-15.80%
Feb 2006 - Feb 2009 |
-4.99%
Feb 2004 - Feb 2009 |
2.29%
Dec 2001 - Dec 2011 |
5.23%
Nov 2001 - Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVMGX (TRANSAMERICA PARTNERS MID GROWTH TRANSAMERICA PARTNERS MID GROWTH) |
22.17%
Feb 2009 - Feb 2012 |
20.07%
Feb 2009 - Feb 2014 |
8.01%
Apr 2005 - Apr 2015 |
8.43%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart