Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DVMVX (TRANSAMERICA PARTNERS MID VALUE TRANSAMERICA PARTNERS MID VALUE) | NA | 9.39% | 6.92% | 12.57% | 5.72% | 10.21% | NA | 9.46% |
Data as of 10/31/2017, AR inception is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVMVX (TRANSAMERICA PARTNERS MID VALUE TRANSAMERICA PARTNERS MID VALUE) | 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 | 9.39 | 6.92 | 12.57 | 5.72 | 10.21 | NA | 9.46 | 3.32 | 15.32 | -1.00 | 12.37 | 32.31 | 18.81 | -2.68 | 20.85 | 32.18 | -38.09 | -6.27 | 17.74 | 9.13 | 24.73 | 40.98 | -15.76 | 18.78 |
| Sharpe Ratio | NA | 1.59 | 0.59 | 1.08 | 0.26 | NA | NA | 0.46 | 0.87 | 1.14 | -0.08 | 1.14 | 2.70 | 1.53 | -0.11 | 1.07 | 1.08 | -0.96 | -0.51 | 1.33 | 0.63 | 2.27 | 2.96 | -0.82 | 7.06 |
| Standard Deviation(%) | NA | 5.55 | 11.38 | 11.45 | 21.06 | NA | NA | 18.74 | 3.93 | 13.20 | 13.56 | 10.83 | 11.96 | 12.38 | 24.78 | 19.38 | 29.72 | 40.38 | 18.14 | 10.88 | 11.10 | 10.48 | 13.60 | 20.59 | 14.83 |
| Draw Down(%) | NA | 2.49 | 13.63 | 13.63 | 59.00 | NA | NA | 61.12 | 2.49 | 8.83 | 10.07 | 8.12 | 5.39 | 8.10 | 23.70 | 15.76 | 27.44 | 50.55 | 18.03 | 9.02 | 6.93 | 7.38 | 10.86 | 31.61 | 2.73 |
| Yield(%) | 0.00 | 8.79 | 5.39 | 5.04 | 2.87 | 6.93 | 5.14 | 6.42 | 3.89 | 7.34 | 4.56 | 0.83 | 0.55 | 0.91 | 0.48 | 0.99 | 1.13 | 1.20 | 4.13 | 9.42 | 10.54 | 11.07 | 6.76 | 0.24 | 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 |
|---|---|---|---|---|
| DVMVX (TRANSAMERICA PARTNERS MID VALUE TRANSAMERICA PARTNERS MID VALUE) |
-18.40%
Feb 2006 - Feb 2009 |
-5.84%
Feb 2004 - Feb 2009 |
5.25%
May 2007 - May 2017 |
8.36%
Apr 2002 - Apr 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVMVX (TRANSAMERICA PARTNERS MID VALUE TRANSAMERICA PARTNERS MID VALUE) |
28.33%
Mar 2003 - Mar 2006 |
24.28%
Feb 2009 - Feb 2014 |
10.65%
Mar 2003 - Mar 2013 |
10.35%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart