Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCCAX (TRANSAMERICA SMALL CAP CORE A) | NA | -16.02% | -5.50% | 0.43% | NA | NA | NA | 0.23% |
Data as of 09/15/2020, AR inception is 11/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCCAX (TRANSAMERICA SMALL CAP CORE A) | 11/01/2013 | 09/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -16.02 | -5.50 | 0.43 | NA | NA | NA | 0.23 | -20.04 | 13.97 | -22.71 | 1.39 | 22.32 | -11.14 | 1.05 | 4.80 |
| Sharpe Ratio | NA | -0.39 | -0.39 | -0.16 | -0.73 | NA | NA | -0.15 | -0.56 | -0.53 | -2.08 | -1.35 | -0.65 | -1.86 | -1.17 | 0.29 |
| Standard Deviation(%) | NA | 41.78 | 28.90 | 24.71 | 37.60 | NA | NA | 22.46 | 48.97 | 17.56 | 21.30 | 13.29 | 18.27 | 15.96 | 14.93 | 12.56 |
| Draw Down(%) | NA | 45.23 | 55.93 | 55.93 | 68.79 | NA | NA | 55.93 | 45.23 | 18.56 | 34.06 | 9.11 | 12.86 | 17.04 | 12.04 | 3.46 |
| Yield(%) | 0.00 | 0.56 | 4.62 | 3.85 | 2.15 | 1.43 | 1.07 | 3.58 | 0.00 | 0.60 | 8.43 | 4.49 | 0.17 | 2.55 | 2.59 | 0.18 |
Data as of 09/15/2020, AR inception is 11/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCCAX (TRANSAMERICA SMALL CAP CORE A) |
-13.21%
Mar 2017 - Mar 2020 |
-6.33%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCCAX (TRANSAMERICA SMALL CAP CORE A) |
13.45%
Sep 2015 - Sep 2018 |
4.04%
Jan 2014 - Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart