Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TADBX (TRANSAMERICA US GROWTH B) | NA | 6.36% | 14.35% | 11.44% | NA | NA | NA | 12.32% |
Data as of 07/23/2019, AR inception is 11/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TADBX (TRANSAMERICA US GROWTH B) | 11/17/2009 | 07/23/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.36 | 14.35 | 11.44 | NA | NA | NA | 12.32 | 23.05 | -1.31 | 26.11 | 1.32 | 5.41 | 9.46 | 30.87 | 11.65 | -8.23 | 17.56 | 0.84 |
| Sharpe Ratio | NA | 0.26 | 0.79 | 0.66 | NA | NA | NA | 0.64 | 3.62 | -0.13 | 1.51 | 0.08 | 0.33 | 0.74 | 2.67 | 0.84 | -0.31 | 0.87 | 0.57 |
| Standard Deviation(%) | NA | 18.48 | 16.73 | 16.35 | NA | NA | NA | 17.22 | 12.05 | 20.63 | 16.93 | 14.06 | 16.50 | 12.83 | 11.57 | 13.93 | 26.28 | 20.18 | 12.81 |
| Draw Down(%) | NA | 22.84 | 22.84 | 22.84 | NA | NA | NA | 22.84 | 3.15 | 22.84 | 11.18 | 12.71 | 11.92 | 8.35 | 5.78 | 12.08 | 22.77 | 17.41 | 2.99 |
| Yield(%) | 0.00 | 10.25 | 9.21 | 9.49 | 8.26 | 5.51 | 4.13 | 9.18 | 0.00 | 11.56 | 13.14 | 2.34 | 2.63 | 21.07 | 0.00 | 0.00 | 12.74 | 0.28 | 0.00 |
Data as of 07/23/2019, AR inception is 11/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TADBX (TRANSAMERICA US GROWTH B) |
5.35%
Dec 2013 - Dec 2016 |
7.08%
Feb 2011 - Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TADBX (TRANSAMERICA US GROWTH B) |
18.72%
Sep 2011 - Sep 2014 |
14.82%
Jan 2013 - Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart