Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TALCX (Transamerica Large Cap Value R6) | 9.23% | 12.56% | 15.95% | 16.24% | 9.81% | NA | NA | 9.79% |
Data as of 07/18/2025, AR inception is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TALCX (Transamerica Large Cap Value R6) | 06/01/2015 | 07/18/2025 |
| 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 (%) | -0.25 | 12.56 | 15.95 | 16.24 | 9.81 | NA | NA | 9.79 | 9.23 | 17.27 | 13.20 | -7.13 | 31.23 | 1.11 | 17.97 | -10.31 | 12.49 | 22.16 | -2.08 |
| Sharpe Ratio | NA | 0.58 | 0.84 | 0.88 | 0.45 | NA | NA | 0.45 | 0.76 | 1.30 | 0.78 | -0.41 | 2.28 | 0.02 | 1.18 | -0.72 | 1.35 | 1.50 | -0.20 |
| Standard Deviation(%) | NA | 16.30 | 14.93 | 15.80 | 18.55 | NA | NA | 18.48 | 19.41 | 10.51 | 12.38 | 20.87 | 13.68 | 37.86 | 14.03 | 16.41 | 8.82 | 14.60 | 17.41 |
| Draw Down(%) | NA | 15.22 | 15.22 | 18.69 | 42.52 | NA | NA | 42.52 | 15.14 | 6.76 | 10.25 | 18.69 | 5.92 | 42.07 | 12.22 | 21.96 | 3.93 | 9.52 | 14.52 |
| Yield(%) | 0.00 | 2.79 | 6.55 | 6.27 | 7.06 | 4.70 | 3.53 | 7.05 | 0.30 | 3.46 | 9.09 | 6.10 | 3.13 | 1.94 | 5.44 | 10.30 | 12.97 | 11.13 | 11.30 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| TALCX (Transamerica Large Cap Value R6) |
-7.69%
Mar 2017 - Mar 2020 |
3.53%
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 |
|---|---|---|---|---|
| TALCX (Transamerica Large Cap Value R6) |
22.03%
Mar 2020 - Mar 2023 |
19.49%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart