Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RTSGX (TRANSAMERICA SMALL CAP GROWTH R6) | -4.80% | -2.12% | 5.57% | 5.96% | NA | NA | NA | 8.97% |
Data as of 07/11/2025, AR inception is 07/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTSGX (TRANSAMERICA SMALL CAP GROWTH R6) | 07/28/2016 | 07/11/2025 |
| 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 (%) | 0.17 | -2.12 | 5.57 | 5.96 | NA | NA | NA | 8.97 | -4.80 | 6.08 | 20.15 | -30.68 | 18.19 | 32.34 | 29.72 | -7.62 | 15.70 | 9.01 |
| Sharpe Ratio | NA | -0.22 | 0.10 | 0.14 | NA | NA | NA | 0.27 | -0.44 | 0.13 | 0.92 | -1.08 | 0.69 | 0.84 | 1.73 | -0.48 | 1.26 | 1.56 |
| Standard Deviation(%) | NA | 24.08 | 21.58 | 23.80 | NA | NA | NA | 23.52 | 27.44 | 18.31 | 18.15 | 29.83 | 26.45 | 38.14 | 16.33 | 18.77 | 12.02 | 14.13 |
| Draw Down(%) | NA | 26.07 | 26.07 | 38.98 | NA | NA | NA | 38.98 | 24.10 | 9.10 | 14.89 | 33.83 | 11.19 | 37.55 | 7.93 | 26.90 | 7.19 | 7.74 |
| Yield(%) | 0.00 | 11.43 | 7.09 | 8.94 | 9.63 | 6.42 | 4.82 | 12.04 | 0.00 | 11.94 | 5.19 | 2.78 | 12.06 | 9.85 | 8.28 | 9.49 | 10.69 | 59.42 |
Data as of 07/11/2025, AR inception is 07/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTSGX (TRANSAMERICA SMALL CAP GROWTH R6) |
-6.15%
Oct 2021 - Oct 2024 |
4.26%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTSGX (TRANSAMERICA SMALL CAP GROWTH R6) |
26.60%
Dec 2018 - Dec 2021 |
20.11%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart