Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAGEX (Transamerica Global Equity Cl R6) | NA | 13.04% | 13.27% | 11.22% | NA | NA | NA | 9.11% |
Data as of 12/14/2021, AR inception is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAGEX (Transamerica Global Equity Cl R6) | 06/01/2015 | 12/14/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.04 | 13.27 | 11.22 | NA | NA | NA | 9.11 | -0.70 | 13.04 | 15.27 | -10.42 | 26.86 | 4.29 | -5.49 |
| Sharpe Ratio | NA | 0.17 | 0.43 | 0.47 | NA | NA | NA | 0.35 | -0.05 | 0.42 | 1.02 | -0.74 | 3.68 | 0.27 | -0.53 |
| Standard Deviation(%) | NA | 16.24 | 21.26 | 18.05 | NA | NA | NA | 17.64 | 16.31 | 30.27 | 13.65 | 15.89 | 7.17 | 15.26 | 17.32 |
| Draw Down(%) | NA | 12.35 | 32.41 | 32.41 | NA | NA | NA | 32.41 | 12.35 | 32.41 | 8.09 | 20.38 | 2.34 | 12.62 | 13.76 |
| Yield(%) | 9.02 | 12.14 | 7.20 | 5.94 | 2.94 | 1.96 | 1.47 | 4.91 | 9.93 | 2.32 | 6.85 | 0.29 | 2.97 | 3.00 | 0.00 |
Data as of 12/14/2021, 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 |
|---|---|---|---|---|
| TAGEX (Transamerica Global Equity Cl R6) |
0.03%
Mar 2017 - Mar 2020 |
5.88%
Jul 2015 - Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAGEX (Transamerica Global Equity Cl R6) |
14.08%
Sep 2015 - Sep 2018 |
12.87%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart