Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCGAX (TRANSAMERICA MID CAP GROWTH A) | 12.59% | 26.25% | 16.94% | 8.34% | 8.48% | NA | NA | 9.76% |
Data as of 07/21/2025, AR inception is 11/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCGAX (TRANSAMERICA MID CAP GROWTH A) | 11/04/2013 | 07/21/2025 |
| 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 (%) | 0.74 | 26.25 | 16.94 | 8.34 | 8.48 | NA | NA | 9.76 | 12.59 | 16.03 | 31.55 | -32.30 | 7.91 | 29.95 | 42.83 | -19.95 | 20.86 | 11.21 | -1.86 | 7.13 | 5.70 |
| Sharpe Ratio | NA | 0.93 | 0.72 | 0.19 | 0.25 | NA | NA | 0.29 | 0.69 | 0.76 | 1.53 | -0.96 | 0.13 | 0.87 | 2.74 | -1.07 | 1.90 | 0.62 | -0.12 | 0.48 | 4.00 |
| Standard Deviation(%) | NA | 26.90 | 23.41 | 34.90 | 28.83 | NA | NA | 27.19 | 32.61 | 16.43 | 18.40 | 35.35 | 59.35 | 33.86 | 15.10 | 19.97 | 10.65 | 17.66 | 15.95 | 14.97 | 10.75 |
| Draw Down(%) | NA | 25.74 | 25.74 | 55.86 | 55.86 | NA | NA | 55.86 | 25.74 | 11.09 | 14.62 | 37.05 | 30.61 | 35.63 | 9.55 | 28.86 | 6.18 | 17.09 | 15.50 | 11.68 | 1.94 |
| Yield(%) | 0.00 | 4.62 | 1.95 | 9.21 | 8.13 | 6.70 | 5.02 | 9.13 | 0.00 | 4.88 | 0.00 | 0.00 | 33.36 | 5.88 | 2.38 | 28.17 | 1.97 | 0.00 | 0.00 | 0.52 | 0.00 |
Data as of 07/21/2025, 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 |
|---|---|---|---|---|
| MCGAX (TRANSAMERICA MID CAP GROWTH A) |
-3.02%
Jun 2021 - Jun 2024 |
1.65%
Dec 2017 - Dec 2022 |
6.43%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCGAX (TRANSAMERICA MID CAP GROWTH A) |
26.05%
Dec 2018 - Dec 2021 |
17.48%
Feb 2016 - Feb 2021 |
9.21%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart