Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVTIX (Transamerica Mid Cap Value Opport Fund C) | 4.23% | 12.74% | 11.11% | -0.75% | 5.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVTIX (Transamerica Mid Cap Value Opport Fund C) | 05/05/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 12.74 | 11.11 | -0.75 | 5.18 | NA | NA | … | … | 4.23 | 9.90 | 7.19 | 10.41 | -11.72 | -1.96 | 4.17 | 24.84 | -8.34 | 9.67 | 16.47 | 2.36 | 10.89 |
| Sharpe Ratio | NA | 0.78 | 0.58 | -0.16 | 0.18 | NA | NA | … | … | 0.66 | 0.41 | 0.30 | 0.47 | -0.64 | -0.07 | 0.10 | 2.02 | -0.72 | 0.69 | 1.28 | 0.18 | 1.78 |
| Standard Deviation(%) | NA | 13.17 | 14.31 | 19.39 | 20.52 | NA | NA | … | … | 13.46 | 17.17 | 12.03 | 14.60 | 20.76 | 28.40 | 41.00 | 11.57 | 13.61 | 13.19 | 12.69 | 13.06 | 9.46 |
| Draw Down(%) | NA | 9.60 | 15.17 | 34.72 | 44.20 | NA | NA | … | … | 9.60 | 13.37 | 7.79 | 13.48 | 18.33 | 23.62 | 44.20 | 7.31 | 18.71 | 7.19 | 7.75 | 9.21 | 7.32 |
| Yield(%) | 0.00 | 16.12 | 10.87 | 4.76 | 6.46 | 5.66 | 4.25 | … | … | 0.00 | 16.40 | 9.73 | 5.18 | 1.02 | 0.52 | 0.94 | 4.71 | 7.42 | 8.17 | 9.89 | 4.36 | 1.57 |
Data as of 06/04/2026, Common starting date 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) |
-6.86%
Mar 2017 – Mar 2020 |
-0.54%
Mar 2015 – Mar 2020 |
4.36%
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 |
6.30%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart