Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MVTRX (TRANSAMERICA MID CAP VALUE OPPORTUNITIES R6) | 5.02% | -1.52% | 0.37% | 3.68% | NA | NA | NA | 3.62% |
Data as of 07/21/2025, AR inception is 07/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVTRX (TRANSAMERICA MID CAP VALUE OPPORTUNITIES R6) | 07/27/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | -1.52 | 0.37 | 3.68 | NA | NA | NA | 3.62 | 5.02 | -0.95 | 6.24 | -11.71 | -1.52 | 4.22 | 24.83 | -8.31 | 9.80 | 5.63 |
| Sharpe Ratio | NA | -0.21 | -0.09 | 0.08 | NA | NA | NA | 0.08 | 0.39 | -0.50 | 0.14 | -0.63 | -0.05 | 0.10 | 2.03 | -0.71 | 0.70 | 1.34 |
| Standard Deviation(%) | NA | 19.07 | 17.03 | 20.31 | NA | NA | NA | 21.37 | 19.79 | 15.02 | 14.81 | 20.70 | 28.32 | 40.94 | 11.56 | 13.66 | 13.23 | 9.85 |
| Draw Down(%) | NA | 21.74 | 21.74 | 34.39 | NA | NA | NA | 44.16 | 13.37 | 13.93 | 13.41 | 18.30 | 23.41 | 44.16 | 7.34 | 18.75 | 7.21 | 4.37 |
| Yield(%) | 0.00 | 1.53 | 1.21 | 1.25 | 3.48 | 2.32 | 1.74 | 4.35 | 0.00 | 1.60 | 1.11 | 1.06 | 0.64 | 1.01 | 4.77 | 7.48 | 8.22 | 8.15 |
Data as of 07/21/2025, AR inception is 07/27/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVTRX (TRANSAMERICA MID CAP VALUE OPPORTUNITIES R6) |
-7.72%
Jun 2021 - Jun 2024 |
-0.95%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVTRX (TRANSAMERICA MID CAP VALUE OPPORTUNITIES R6) |
13.62%
May 2018 - May 2021 |
11.01%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart