Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TACNX (Transamerica Concentrated Growth Advisor) | NA | 4.27% | NA | NA | NA | NA | NA | 6.29% |
Data as of 12/05/2019, AR inception is 12/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TACNX (Transamerica Concentrated Growth Advisor) | 12/19/2016 | 12/05/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.27 | NA | NA | NA | NA | NA | 6.29 | 12.13 | -15.25 | 24.31 | -15.66 |
| Sharpe Ratio | NA | 0.23 | NA | NA | NA | NA | NA | 0.21 | 1.88 | -0.73 | 3.12 | -1.20 |
| Standard Deviation(%) | NA | 10.07 | NA | NA | NA | NA | NA | 14.80 | 6.19 | 22.85 | 7.63 | 82.98 |
| Draw Down(%) | NA | 13.09 | NA | NA | NA | NA | NA | 19.83 | 2.86 | 29.30 | 2.69 | 15.66 |
| Yield(%) | 0.00 | 11.01 | 5.73 | 3.44 | 1.72 | 1.15 | 0.86 | 8.60 | 0.00 | 11.26 | 6.95 | 0.00 |
Data as of 12/05/2019, AR inception is 12/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACNX (Transamerica Concentrated Growth Advisor) |
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 |
|---|---|---|---|---|
| TACNX (Transamerica Concentrated Growth Advisor) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart