Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAMOX (Transamerica Mid Cap Value Opport Adviso) | NA | 4.23% | NA | NA | NA | NA | NA | 2.46% |
Data as of 12/05/2019, AR inception is 12/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAMOX (Transamerica Mid Cap Value Opport Adviso) | 12/16/2016 | 12/05/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.23 | NA | NA | NA | NA | NA | 2.46 | 13.90 | -8.41 | 8.86 | -7.56 |
| Sharpe Ratio | NA | 0.33 | NA | NA | NA | NA | NA | 0.05 | 2.89 | -0.71 | 0.65 | -2.50 |
| Standard Deviation(%) | NA | 7.86 | NA | NA | NA | NA | NA | 11.77 | 4.68 | 13.62 | 12.66 | 34.56 |
| Draw Down(%) | NA | 12.96 | NA | NA | NA | NA | NA | 18.75 | 1.20 | 18.68 | 7.04 | 7.78 |
| Yield(%) | 0.00 | 7.29 | 4.76 | 2.85 | 1.43 | 0.95 | 0.71 | 7.13 | 0.00 | 7.25 | 7.98 | 0.00 |
Data as of 12/05/2019, AR inception is 12/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAMOX (Transamerica Mid Cap Value Opport Adviso) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAMOX (Transamerica Mid Cap Value Opport Adviso) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart