Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TADFX (Transamerica Dividend Focused Cl R6) | 14.67% | 23.09% | 17.38% | 8.29% | 8.19% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TADFX (Transamerica Dividend Focused Cl R6) | 06/01/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | 23.09 | 17.38 | 8.29 | 8.19 | NA | NA | … | … | 14.67 | 11.30 | 16.64 | 6.18 | -11.39 | 22.63 | -7.64 | 23.48 | -12.20 | 16.33 | 14.91 | -3.58 |
| Sharpe Ratio | NA | 1.81 | 1.14 | 0.40 | 0.37 | NA | NA | … | … | 2.73 | 0.55 | 1.17 | 0.20 | -0.63 | 1.73 | -0.20 | 1.91 | -0.93 | 2.13 | 1.12 | -0.36 |
| Standard Deviation(%) | NA | 11.95 | 13.04 | 14.92 | 18.01 | NA | NA | … | … | 14.15 | 15.24 | 11.17 | 12.70 | 20.57 | 13.08 | 39.47 | 11.49 | 14.71 | 7.40 | 13.08 | 16.86 |
| Draw Down(%) | NA | 10.40 | 15.27 | 23.53 | 41.17 | NA | NA | … | … | 10.40 | 13.99 | 6.61 | 11.95 | 23.53 | 5.89 | 41.17 | 7.10 | 21.29 | 4.04 | 9.22 | 11.27 |
| Yield(%) | 0.00 | 1.54 | 4.70 | 5.65 | 7.63 | 5.34 | 4.01 | … | … | 0.33 | 1.62 | 9.54 | 1.97 | 1.84 | 18.64 | 1.97 | 15.99 | 15.05 | 9.22 | 16.78 | 15.31 |
Data as of 06/05/2026, Common starting date is 06/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TADFX (Transamerica Dividend Focused Cl R6) |
-5.26%
Mar 2017 – Mar 2020 |
0.03%
Sep 2017 – Sep 2022 |
6.27%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TADFX (Transamerica Dividend Focused Cl R6) |
18.51%
May 2023 – May 2026 |
12.22%
Mar 2020 – Mar 2025 |
8.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart