Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ISCGX (TRANSAMERICA SMALL CAP GROWTH I) | -5.13% | -4.80% | 5.93% | 4.79% | 7.29% | NA | NA | 9.52% |
Data as of 07/17/2025, AR inception is 09/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISCGX (TRANSAMERICA SMALL CAP GROWTH I) | 09/04/2012 | 07/17/2025 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.72 | -4.80 | 5.93 | 4.79 | 7.29 | NA | NA | 9.52 | -5.13 | 6.13 | 20.01 | -30.85 | 18.23 | 32.21 | 29.48 | -7.71 | 15.56 | 20.70 | 3.47 | 3.04 | 37.11 | -6.41 |
| Sharpe Ratio | NA | -0.23 | 0.10 | 0.14 | 0.26 | NA | NA | 0.36 | -0.45 | 0.14 | 0.90 | -1.08 | 0.68 | 0.83 | 1.72 | -0.48 | 1.24 | 1.13 | 0.19 | 0.18 | 2.51 | -1.41 |
| Standard Deviation(%) | NA | 24.01 | 21.59 | 23.84 | 23.23 | NA | NA | 21.77 | 27.36 | 18.23 | 18.25 | 29.88 | 26.58 | 38.14 | 16.27 | 18.88 | 12.03 | 18.17 | 18.08 | 16.82 | 14.76 | 13.39 |
| Draw Down(%) | NA | 26.11 | 26.11 | 39.22 | 39.22 | NA | NA | 39.22 | 24.18 | 9.10 | 14.89 | 33.96 | 11.14 | 37.45 | 7.93 | 27.02 | 7.28 | 14.12 | 11.73 | 11.66 | 5.43 | 14.74 |
| Yield(%) | 0.00 | 11.50 | 7.39 | 8.69 | 9.90 | 9.64 | 7.23 | 12.05 | 0.00 | 12.32 | 5.33 | 2.85 | 12.34 | 10.05 | 8.43 | 9.62 | 10.81 | 68.06 | 8.73 | 8.29 | 0.00 | 0.09 |
Data as of 07/17/2025, AR inception is 09/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISCGX (TRANSAMERICA SMALL CAP GROWTH I) |
-6.29%
Oct 2021 - Oct 2024 |
4.20%
Sep 2018 - Sep 2023 |
7.10%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISCGX (TRANSAMERICA SMALL CAP GROWTH I) |
26.49%
Dec 2018 - Dec 2021 |
20.17%
Feb 2016 - Feb 2021 |
11.03%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart