Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TADAX (TRANSAMERICA US GROWTH A) | 5.89% | 12.54% | 22.15% | 14.44% | 14.60% | 14.72% | NA | 14.50% |
Data as of 07/11/2025, AR inception is 11/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TADAX (TRANSAMERICA US GROWTH A) | 11/16/2009 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 12.54 | 22.15 | 14.44 | 14.60 | 14.72 | NA | 14.50 | 5.89 | 10.51 | 36.38 | -34.61 | 5.62 | 23.72 | 39.40 | -0.52 | 28.70 | 2.37 | 6.34 | 10.54 | 31.91 | 12.49 | -7.65 | 18.60 | 0.92 |
| Sharpe Ratio | NA | 0.30 | 0.81 | 0.53 | 0.59 | NA | NA | 0.62 | 0.33 | 0.18 | 1.98 | -1.16 | 0.29 | 0.65 | 2.50 | -0.09 | 1.68 | 0.15 | 0.38 | 0.82 | 2.75 | 0.90 | -0.29 | 0.92 | 0.61 |
| Standard Deviation(%) | NA | 32.51 | 24.62 | 24.05 | 22.82 | NA | NA | 21.00 | 30.09 | 22.08 | 16.37 | 31.12 | 19.41 | 35.95 | 15.23 | 20.68 | 16.81 | 14.05 | 16.49 | 12.83 | 11.60 | 13.93 | 26.28 | 20.11 | 12.65 |
| Draw Down(%) | NA | 32.48 | 32.48 | 35.00 | 35.00 | NA | NA | 35.00 | 24.04 | 17.68 | 10.65 | 36.39 | 15.43 | 31.33 | 8.27 | 22.83 | 10.59 | 12.57 | 11.90 | 8.25 | 5.69 | 11.99 | 22.46 | 17.19 | 2.92 |
| Yield(%) | 0.00 | 15.26 | 10.48 | 10.80 | 11.58 | 13.78 | 10.03 | 13.37 | 0.00 | 18.79 | 5.02 | 2.99 | 14.56 | 11.88 | 10.66 | 10.88 | 12.56 | 2.33 | 2.57 | 20.95 | 1.15 | 0.00 | 12.76 | 1.41 | 0.00 |
Data as of 07/11/2025, AR inception is 11/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TADAX (TRANSAMERICA US GROWTH A) |
3.88%
Dec 2019 - Dec 2022 |
7.97%
Feb 2011 - Feb 2016 |
10.95%
Mar 2010 - Mar 2020 |
12.81%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TADAX (TRANSAMERICA US GROWTH A) |
31.71%
Dec 2018 - Dec 2021 |
24.05%
Oct 2016 - Oct 2021 |
18.21%
Sep 2011 - Sep 2021 |
15.04%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart