Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVSVX (TRANSAMERICA PARTNERS SMALL VALUE TRANSAMERICA PARTNERS SMALL VALUE) | NA | 14.58% | 4.27% | 10.27% | 4.89% | 7.63% | NA | … | … |
Data as of 10/31/2017, Common starting date is 09/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVSVX (TRANSAMERICA PARTNERS SMALL VALUE TRANSAMERICA PARTNERS SMALL VALUE) | 09/04/2002 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.58 | 4.27 | 10.27 | 4.89 | 7.63 | NA | … | … | -0.97 | 18.66 | -6.85 | 6.76 | 33.30 | 15.57 | 0.78 | 22.24 | 19.09 | -27.16 | -14.90 | 8.93 | -5.21 | 21.07 | 40.37 | -5.54 |
| Sharpe Ratio | NA | 1.38 | 0.28 | 0.72 | 0.19 | NA | NA | … | … | -0.20 | 1.12 | -0.45 | 0.48 | 2.48 | 1.01 | 0.02 | 0.96 | 0.53 | -0.62 | -0.85 | 0.37 | -0.51 | 1.34 | 2.15 | -0.62 |
| Standard Deviation(%) | NA | 10.20 | 14.25 | 14.11 | 24.96 | NA | NA | … | … | 8.93 | 16.38 | 15.40 | 14.07 | 13.44 | 15.56 | 30.50 | 23.06 | 35.80 | 44.97 | 21.06 | 15.40 | 14.53 | 15.05 | 18.48 | 27.49 |
| Draw Down(%) | NA | 6.31 | 24.01 | 24.01 | 59.02 | NA | NA | … | … | 6.31 | 12.46 | 14.11 | 10.04 | 6.27 | 10.96 | 25.15 | 18.68 | 34.67 | 45.59 | 21.04 | 14.33 | 14.40 | 9.45 | 15.19 | 19.27 |
| Yield(%) | 0.00 | 4.15 | 3.08 | 2.84 | 1.69 | 4.09 | 2.77 | … | … | 3.55 | 0.38 | 4.88 | 0.45 | 0.39 | 0.79 | 0.02 | 0.32 | 0.87 | 1.33 | 1.83 | 9.22 | 3.87 | 5.95 | 3.93 | 3.83 |
Data as of 10/31/2017, Common starting date is 09/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVSVX (TRANSAMERICA PARTNERS SMALL VALUE TRANSAMERICA PARTNERS SMALL VALUE) |
-21.98%
Feb 2006 – Feb 2009 |
-10.92%
Feb 2004 – Feb 2009 |
2.75%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVSVX (TRANSAMERICA PARTNERS SMALL VALUE TRANSAMERICA PARTNERS SMALL VALUE) |
27.52%
Feb 2009 – Feb 2012 |
24.44%
Feb 2009 – Feb 2014 |
8.12%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart