Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILLLX (TRANSAMERICA CAPITAL GROWTH C) | -6.66% | 0.30% | 22.37% | -1.88% | 13.29% | 12.59% | 10.26% | … | … |
Data as of 06/05/2026, Common starting date is 11/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILLLX (TRANSAMERICA CAPITAL GROWTH 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 (%) | -8.02 | 0.30 | 22.37 | -1.88 | 13.29 | 12.59 | 10.26 | … | … | -6.66 | 23.90 | 42.82 | 46.23 | -60.73 | -24.05 | 96.53 | 20.75 | 5.76 | 42.81 | -3.82 | 10.76 | 4.96 | 47.36 | 14.09 | -6.32 | 27.21 | 31.21 | -38.30 | -0.45 | 16.75 | 4.34 | 7.13 | 36.94 | -6.36 |
| Sharpe Ratio | NA | 0.26 | 0.84 | -0.06 | 0.36 | NA | NA | … | … | 0.03 | 0.63 | 1.32 | 1.30 | -0.99 | -0.64 | 2.41 | 0.90 | 0.18 | 1.12 | -0.22 | 0.61 | 0.28 | 3.55 | 0.94 | -0.25 | 1.30 | 1.00 | -0.96 | -0.21 | 1.25 | 0.22 | 0.49 | 1.96 | -1.85 |
| Standard Deviation(%) | NA | 28.61 | 30.83 | 39.77 | 35.45 | NA | NA | … | … | 33.24 | 33.94 | 27.54 | 32.71 | 62.83 | 37.74 | 39.68 | 21.61 | 24.62 | 37.80 | 18.13 | 17.60 | 17.45 | 13.31 | 14.98 | 25.09 | 20.80 | 31.13 | 40.63 | 16.18 | 10.80 | 9.89 | 12.55 | 18.48 | 28.26 |
| Draw Down(%) | NA | 29.35 | 32.41 | 69.43 | 69.43 | NA | NA | … | … | 21.54 | 32.41 | 12.68 | 25.06 | 62.28 | 38.54 | 33.58 | 16.45 | 24.91 | 22.94 | 20.31 | 14.53 | 14.19 | 4.36 | 14.15 | 19.25 | 18.69 | 28.57 | 49.04 | 11.93 | 10.47 | 7.70 | 11.74 | 18.03 | 10.73 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.54 | 11.92 | 12.88 | 10.10 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 22.97 | 13.94 | 14.73 | 6.14 | 31.66 | 20.92 | 4.05 | 3.26 | 3.37 | 2.79 | 3.10 | 0.37 | 0.10 | 0.44 | 9.62 | 16.51 | 3.63 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| ILLLX (TRANSAMERICA CAPITAL GROWTH C) |
-19.80%
Jun 2021 – Jun 2024 |
-8.93%
Feb 2004 – Feb 2009 |
6.09%
Dec 2006 – Dec 2016 |
6.91%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILLLX (TRANSAMERICA CAPITAL GROWTH C) |
39.18%
Oct 2018 – Oct 2021 |
34.97%
Feb 2016 – Feb 2021 |
22.83%
Sep 2011 – Sep 2021 |
15.93%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart