Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIVLX (TRANSAMERICA SMALL/MID CAP VALUE C) | 9.48% | 22.22% | 12.83% | 0.97% | 6.46% | 7.15% | 7.43% | … | … |
Data as of 06/05/2026, Common starting date is 11/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIVLX (TRANSAMERICA SMALL/MID CAP VALUE C) | 11/26/2002 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 22.22 | 12.83 | 0.97 | 6.46 | 7.15 | 7.43 | … | … | 9.48 | 8.69 | 7.74 | 11.22 | -18.43 | 11.15 | 2.55 | 23.75 | -12.48 | 14.36 | 19.95 | -3.66 | 3.91 | 35.20 | 14.94 | -3.85 | 28.55 | 41.73 | -39.34 | 21.87 | 13.51 | 10.31 | 22.63 | 49.71 | -3.63 |
| Sharpe Ratio | NA | 1.49 | 0.64 | -0.07 | 0.23 | NA | NA | … | … | 1.82 | 0.30 | 0.30 | 0.49 | -0.85 | 0.55 | 0.05 | 1.71 | -0.95 | 0.64 | 1.10 | -0.23 | 0.28 | 2.52 | 0.92 | -0.12 | 1.12 | 1.18 | -0.94 | 1.01 | 0.69 | 0.52 | 1.46 | 3.02 | -1.50 |
| Standard Deviation(%) | NA | 13.60 | 16.06 | 18.58 | 21.55 | NA | NA | … | … | 13.21 | 19.70 | 13.88 | 15.70 | 23.41 | 20.09 | 42.41 | 13.03 | 14.68 | 21.39 | 17.92 | 16.06 | 14.04 | 13.97 | 16.31 | 31.78 | 25.42 | 35.21 | 42.82 | 18.70 | 14.66 | 15.41 | 14.85 | 16.24 | 22.84 |
| Draw Down(%) | NA | 8.97 | 19.99 | 32.37 | 46.58 | NA | NA | … | … | 8.97 | 17.24 | 8.07 | 13.44 | 21.07 | 14.68 | 44.18 | 8.54 | 22.32 | 12.83 | 15.07 | 15.23 | 12.80 | 6.73 | 12.79 | 29.65 | 23.25 | 27.89 | 54.90 | 12.15 | 13.28 | 11.40 | 10.25 | 17.79 | 7.15 |
| Yield(%) | 0.00 | 12.95 | 11.18 | 4.90 | 6.76 | 7.40 | 7.92 | … | … | 0.00 | 12.64 | 14.45 | 5.58 | 0.00 | 0.00 | 0.00 | 3.76 | 10.68 | 14.73 | 6.92 | 9.00 | 10.76 | 10.82 | 0.00 | 5.56 | 0.00 | 0.00 | 1.37 | 14.90 | 2.21 | 7.71 | 11.51 | 0.49 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIVLX (TRANSAMERICA SMALL/MID CAP VALUE C) |
-13.35%
Feb 2006 – Feb 2009 |
-2.31%
Feb 2004 – Feb 2009 |
3.57%
Oct 2013 – Oct 2023 |
5.12%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIVLX (TRANSAMERICA SMALL/MID CAP VALUE C) |
35.94%
Mar 2003 – Mar 2006 |
26.98%
Feb 2009 – Feb 2014 |
16.18%
Feb 2009 – Feb 2019 |
13.86%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart