Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAAEX (Transamerica Capital Growth - Class R) | 19.88% | 73.43% | NA | NA | NA | NA | NA | 48.39% |
Data as of 07/25/2025, AR inception is 02/21/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAAEX (Transamerica Capital Growth - Class R) | 02/21/2023 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.02 | 73.43 | NA | NA | NA | NA | NA | 48.39 | 19.88 | 48.09 | 28.03 |
| Sharpe Ratio | NA | 2.04 | NA | NA | NA | NA | NA | 1.14 | 0.92 | 1.51 | 1.00 |
| Standard Deviation(%) | NA | 34.47 | NA | NA | NA | NA | NA | 30.84 | 38.48 | 27.70 | 28.85 |
| Draw Down(%) | NA | 32.36 | NA | NA | NA | NA | NA | 32.36 | 32.36 | 12.67 | 24.92 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 02/21/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAEX (Transamerica Capital Growth - Class R) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAEX (Transamerica Capital Growth - Class R) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart