Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TALCX (Transamerica Large Cap Value R6) | 9.70% | 30.78% | 20.99% | 12.52% | 11.44% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TALCX (Transamerica Large Cap Value R6) | 06/01/2015 | 06/04/2026 |
| 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 (%) | 0.37 | 30.78 | 20.99 | 12.52 | 11.44 | NA | NA | … | … | 9.70 | 23.86 | 17.27 | 13.20 | -7.13 | 31.23 | 1.11 | 17.97 | -10.31 | 12.49 | 22.16 | -2.08 |
| Sharpe Ratio | NA | 2.55 | 1.40 | 0.67 | 0.54 | NA | NA | … | … | 1.66 | 1.33 | 1.30 | 0.78 | -0.41 | 2.28 | 0.02 | 1.18 | -0.72 | 1.35 | 1.50 | -0.20 |
| Standard Deviation(%) | NA | 11.19 | 12.88 | 14.96 | 18.13 | NA | NA | … | … | 12.82 | 15.87 | 10.51 | 12.38 | 20.87 | 13.68 | 37.86 | 14.03 | 16.41 | 8.82 | 14.60 | 17.41 |
| Draw Down(%) | NA | 7.66 | 15.22 | 18.69 | 42.52 | NA | NA | … | … | 7.66 | 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 | 4.57 | 6.00 | 5.16 | 6.80 | 5.05 | 3.79 | … | … | 0.21 | 4.79 | 3.47 | 9.10 | 6.10 | 3.13 | 1.94 | 5.44 | 10.30 | 12.97 | 11.13 | 11.30 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| TALCX (Transamerica Large Cap Value R6) |
-7.69%
Mar 2017 – Mar 2020 |
3.53%
Jul 2015 – Jul 2020 |
9.99%
Jul 2015 – Jul 2025 |
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 |
12.51%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart