Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITQAX (Transamerica Equity A) | NA | 2.54% | 17.22% | -0.22% | 4.10% | NA | NA | 3.08% |
Data as of 04/12/2012, AR inception is 03/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITQAX (Transamerica Equity A) | 03/28/2001 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.54 | 17.22 | -0.22 | 4.10 | NA | NA | 3.08 | 10.99 | -4.61 | 16.77 | 29.27 | -45.47 | 15.67 | 8.56 | 15.30 | 14.06 | 29.78 | -23.37 | -2.43 |
| Sharpe Ratio | NA | 0.10 | 0.78 | -0.03 | 0.12 | NA | NA | 0.08 | 6.89 | -0.18 | 0.84 | 1.04 | -1.09 | 0.72 | 0.41 | 1.09 | 1.04 | 1.61 | -0.90 | -0.20 |
| Standard Deviation(%) | NA | 25.28 | 21.88 | 28.44 | 23.64 | NA | NA | 23.45 | 6.60 | 26.33 | 19.93 | 28.00 | 42.32 | 17.68 | 12.90 | 12.01 | 12.62 | 18.03 | 27.34 | 25.90 |
| Draw Down(%) | NA | 22.39 | 22.39 | 59.73 | 59.73 | NA | NA | 59.73 | 0.81 | 22.39 | 17.18 | 26.36 | 54.79 | 10.77 | 12.27 | 8.67 | 9.76 | 11.62 | 35.33 | 30.18 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 0.19 | 0.14 | 0.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.95 | 1.83 | 0.00 | 0.00 | 0.00 |
Data as of 04/12/2012, AR inception is 03/28/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITQAX (Transamerica Equity A) |
-18.25%
Feb 2006 - Feb 2009 |
-6.03%
Feb 2004 - Feb 2009 |
2.57%
Dec 2001 - Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITQAX (Transamerica Equity A) |
24.37%
Feb 2009 - Feb 2012 |
18.23%
Sep 2002 - Sep 2007 |
4.46%
Feb 2002 - Feb 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart