Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TADFX (Transamerica Dividend Focused Cl R6) | 6.22% | 10.67% | 12.37% | 10.77% | 6.29% | NA | NA | 6.32% |
Data as of 07/14/2025, AR inception is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TADFX (Transamerica Dividend Focused Cl R6) | 06/01/2015 | 07/14/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 10.67 | 12.37 | 10.77 | 6.29 | NA | NA | 6.32 | 6.22 | 16.64 | 6.18 | -11.39 | 22.63 | -7.64 | 23.48 | -12.20 | 16.33 | 14.91 | -3.58 |
| Sharpe Ratio | NA | 0.52 | 0.56 | 0.57 | 0.27 | NA | NA | 0.26 | 0.48 | 1.17 | 0.20 | -0.63 | 1.73 | -0.20 | 1.91 | -0.93 | 2.13 | 1.12 | -0.36 |
| Standard Deviation(%) | NA | 15.98 | 14.83 | 15.80 | 18.30 | NA | NA | 18.24 | 18.65 | 11.17 | 12.70 | 20.57 | 13.08 | 39.47 | 11.49 | 14.71 | 7.40 | 13.08 | 16.86 |
| Draw Down(%) | NA | 15.27 | 15.32 | 23.53 | 41.17 | NA | NA | 41.17 | 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 | 8.12 | 4.74 | 7.51 | 7.89 | 5.28 | 3.96 | 7.92 | 0.39 | 9.54 | 1.97 | 1.84 | 18.64 | 1.97 | 15.99 | 15.05 | 9.22 | 16.78 | 15.31 |
Data as of 07/14/2025, AR inception 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 |
0.00%
NA |
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) |
12.66%
Sep 2015 - Sep 2018 |
12.22%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart