Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIVAX (TRANSAMERICA SMALL/MID CAP VALUE A) | 9.97% | 22.67% | 13.71% | 2.65% | 7.78% | 8.07% | 8.39% | … | … |
Data as of 06/03/2026, Common starting date is 05/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIVAX (TRANSAMERICA SMALL/MID CAP VALUE A) | 05/01/2001 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 22.67 | 13.71 | 2.65 | 7.78 | 8.07 | 8.39 | … | … | 9.97 | 9.50 | 8.57 | 12.02 | -16.13 | 14.36 | 3.24 | 24.62 | -11.87 | 15.16 | 20.78 | -3.05 | 4.59 | 36.06 | 15.70 | -3.27 | 29.38 | 42.57 | -39.01 | 22.62 | 14.21 | 11.45 | 23.55 | 50.35 | -15.61 | 4.79 |
| Sharpe Ratio | NA | 1.56 | 0.71 | 0.02 | 0.30 | NA | NA | … | … | 1.90 | 0.36 | 0.36 | 0.54 | -0.78 | 0.76 | 0.07 | 1.78 | -0.91 | 0.75 | 1.15 | -0.19 | 0.33 | 2.58 | 0.97 | -0.10 | 1.15 | 1.21 | -0.93 | 1.05 | 0.74 | 0.59 | 1.52 | 3.07 | -0.79 | 0.35 |
| Standard Deviation(%) | NA | 13.56 | 15.48 | 17.85 | 21.05 | NA | NA | … | … | 13.20 | 18.26 | 13.90 | 15.66 | 22.69 | 18.95 | 42.39 | 13.01 | 14.69 | 19.46 | 17.89 | 16.01 | 14.02 | 13.96 | 16.29 | 31.82 | 25.45 | 35.23 | 42.90 | 18.65 | 14.63 | 15.45 | 14.86 | 16.19 | 21.09 | 15.22 |
| Draw Down(%) | NA | 8.87 | 19.76 | 28.77 | 44.96 | NA | NA | … | … | 8.87 | 17.14 | 8.01 | 13.34 | 18.90 | 12.78 | 44.13 | 8.45 | 22.09 | 11.51 | 14.97 | 15.07 | 12.63 | 6.67 | 12.70 | 29.48 | 23.21 | 27.88 | 54.79 | 12.12 | 13.18 | 11.22 | 10.11 | 17.57 | 37.78 | 21.11 |
| Yield(%) | 0.00 | 10.68 | 9.72 | 4.60 | 6.65 | 7.31 | 8.16 | … | … | 0.00 | 10.51 | 12.20 | 5.17 | 0.53 | 0.07 | 0.50 | 3.81 | 9.80 | 13.32 | 6.85 | 8.30 | 10.06 | 10.54 | 0.50 | 5.25 | 0.00 | 0.00 | 1.62 | 14.91 | 2.67 | 7.81 | 11.56 | 0.48 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIVAX (TRANSAMERICA SMALL/MID CAP VALUE A) |
-12.83%
Feb 2006 – Feb 2009 |
-1.63%
Feb 2004 – Feb 2009 |
4.73%
Oct 2013 – Oct 2023 |
6.11%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIVAX (TRANSAMERICA SMALL/MID CAP VALUE A) |
36.92%
Mar 2003 – Mar 2006 |
27.78%
Feb 2009 – Feb 2014 |
16.94%
Feb 2009 – Feb 2019 |
14.60%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart