Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DVSGX (TRANSAMERICA PARTNERS SMALL GROWTH TRANSAMERICA PARTNERS SMALL GROWTH) | NA | 13.49% | 8.36% | 11.80% | 3.43% | 6.99% | NA | 7.63% |
Data as of 10/31/2017, AR inception is 10/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVSGX (TRANSAMERICA PARTNERS SMALL GROWTH TRANSAMERICA PARTNERS SMALL GROWTH) | 10/04/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.49 | 8.36 | 11.80 | 3.43 | 6.99 | NA | 7.63 | 1.13 | 19.88 | 2.89 | 2.45 | 37.09 | 0.63 | -7.05 | 24.89 | 32.01 | -38.31 | -1.67 | 8.02 | -0.11 | 11.21 | 35.01 | 13.55 |
| Sharpe Ratio | NA | 1.55 | 0.52 | 0.74 | 0.13 | NA | NA | 0.30 | 0.12 | 1.08 | 0.16 | 0.15 | 2.49 | 0.03 | -0.22 | 1.04 | 0.98 | -0.92 | -0.22 | 0.27 | -0.15 | 0.54 | 1.82 | 2.50 |
| Standard Deviation(%) | NA | 8.35 | 15.64 | 15.76 | 25.08 | NA | NA | 22.95 | 6.21 | 18.13 | 18.16 | 16.78 | 14.87 | 17.01 | 32.79 | 23.76 | 32.41 | 42.59 | 21.21 | 17.86 | 15.29 | 18.95 | 18.91 | 27.83 |
| Draw Down(%) | NA | 3.13 | 21.67 | 21.67 | 60.82 | NA | NA | 61.16 | 3.13 | 14.28 | 11.89 | 11.69 | 5.47 | 17.89 | 30.24 | 18.62 | 27.84 | 51.70 | 16.65 | 20.62 | 14.28 | 22.21 | 13.26 | 6.03 |
| Yield(%) | 0.00 | 14.95 | 9.55 | 7.87 | 3.15 | 5.22 | 4.28 | 5.71 | 2.93 | 13.19 | 6.51 | 8.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.56 | 6.62 | 0.00 | 0.00 | 0.00 |
Data as of 10/31/2017, AR inception is 10/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVSGX (TRANSAMERICA PARTNERS SMALL GROWTH TRANSAMERICA PARTNERS SMALL GROWTH) |
-20.45%
Feb 2006 - Feb 2009 |
-10.06%
Feb 2004 - Feb 2009 |
2.23%
Jan 2006 - Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVSGX (TRANSAMERICA PARTNERS SMALL GROWTH TRANSAMERICA PARTNERS SMALL GROWTH) |
26.17%
Feb 2009 - Feb 2012 |
20.49%
Feb 2009 - Feb 2014 |
5.84%
Feb 2003 - Feb 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart