Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IMCGX (TRANSAMERICA MID CAP GROWTH I) | 11.59% | 23.36% | 19.94% | 8.91% | 8.61% | NA | NA | 10.01% |
Data as of 07/16/2025, AR inception is 11/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMCGX (TRANSAMERICA MID CAP GROWTH I) | 11/04/2013 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 23.36 | 19.94 | 8.91 | 8.61 | NA | NA | 10.01 | 11.59 | 16.49 | 31.86 | -31.84 | 8.19 | 30.29 | 43.35 | -19.87 | 21.11 | 11.62 | -1.60 | 7.40 | 5.71 |
| Sharpe Ratio | NA | 0.86 | 0.68 | 0.20 | 0.25 | NA | NA | 0.30 | 0.58 | 0.79 | 1.55 | -0.95 | 0.14 | 0.88 | 2.80 | -1.07 | 1.95 | 0.65 | -0.10 | 0.49 | 4.03 |
| Standard Deviation(%) | NA | 26.94 | 23.43 | 34.48 | 28.55 | NA | NA | 26.95 | 33.07 | 16.38 | 18.42 | 35.27 | 58.11 | 33.86 | 14.97 | 19.91 | 10.56 | 17.63 | 15.96 | 14.98 | 10.71 |
| Draw Down(%) | NA | 25.71 | 25.71 | 55.29 | 55.29 | NA | NA | 55.29 | 25.71 | 11.00 | 14.59 | 36.81 | 30.02 | 35.60 | 9.53 | 28.81 | 6.13 | 17.03 | 15.46 | 11.64 | 1.94 |
| Yield(%) | 0.00 | 4.39 | 2.11 | 9.27 | 8.10 | 6.77 | 5.07 | 9.23 | 0.00 | 4.71 | 0.00 | 0.15 | 32.80 | 5.79 | 2.35 | 28.17 | 2.27 | 0.00 | 0.00 | 0.70 | 0.01 |
Data as of 07/16/2025, AR inception is 11/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCGX (TRANSAMERICA MID CAP GROWTH I) |
-2.64%
Jun 2021 - Jun 2024 |
1.99%
Dec 2017 - Dec 2022 |
6.77%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCGX (TRANSAMERICA MID CAP GROWTH I) |
26.42%
Dec 2018 - Dec 2021 |
17.80%
Feb 2016 - Feb 2021 |
9.54%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart