Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MVTIX (Transamerica Mid Cap Value Opport Fund C) | 5.66% | 7.35% | 4.39% | 5.49% | 4.54% | NA | NA | 5.48% |
Data as of 07/18/2025, AR inception is 05/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVTIX (Transamerica Mid Cap Value Opport Fund C) | 05/05/2014 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 7.35 | 4.39 | 5.49 | 4.54 | NA | NA | 5.48 | 5.66 | -2.66 | 6.12 | -11.72 | -1.96 | 4.17 | 24.84 | -8.34 | 9.67 | 16.47 | 2.36 | 10.89 |
| Sharpe Ratio | NA | 0.35 | 0.08 | 0.20 | 0.15 | NA | NA | 0.21 | 0.45 | -0.62 | 0.13 | -0.63 | -0.07 | 0.10 | 2.03 | -0.71 | 0.69 | 1.28 | 0.18 | 1.78 |
| Standard Deviation(%) | NA | 21.49 | 17.95 | 20.85 | 21.04 | NA | NA | 20.17 | 20.13 | 15.02 | 14.85 | 20.76 | 28.40 | 41.00 | 11.57 | 13.61 | 13.19 | 12.69 | 13.06 | 9.46 |
| Draw Down(%) | NA | 17.61 | 18.05 | 34.72 | 44.20 | NA | NA | 44.20 | 13.37 | 15.18 | 13.48 | 18.33 | 23.62 | 44.20 | 7.31 | 18.71 | 7.19 | 7.75 | 9.21 | 7.32 |
| Yield(%) | 0.00 | 9.30 | 3.90 | 3.01 | 5.11 | 4.01 | 3.01 | 5.47 | 0.00 | 9.73 | 1.02 | 1.02 | 0.52 | 0.94 | 4.71 | 7.42 | 8.17 | 9.89 | 4.36 | 1.57 |
Data as of 07/18/2025, AR inception is 05/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVTIX (Transamerica Mid Cap Value Opport Fund C) |
-7.89%
Jun 2021 - Jun 2024 |
-0.54%
Mar 2015 - Mar 2020 |
3.95%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVTIX (Transamerica Mid Cap Value Opport Fund C) |
13.57%
May 2018 - May 2021 |
11.63%
May 2016 - May 2021 |
5.29%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart