Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TASMX (Transamerica Small/Mid Cap Value R6) | 3.21% | 7.62% | 9.25% | 14.44% | 8.44% | NA | NA | 8.40% |
Data as of 07/11/2025, AR inception is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TASMX (Transamerica Small/Mid Cap Value R6) | 06/01/2015 | 07/11/2025 |
| 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 (%) | 0.88 | 7.62 | 9.25 | 14.44 | 8.44 | NA | NA | 8.40 | 3.21 | 8.98 | 12.47 | -8.03 | 27.97 | 3.79 | 25.16 | -11.48 | 15.62 | 21.39 | -6.79 |
| Sharpe Ratio | NA | 0.22 | 0.33 | 0.63 | 0.34 | NA | NA | 0.33 | 0.13 | 0.39 | 0.57 | -0.44 | 1.23 | 0.08 | 1.82 | -0.88 | 1.69 | 1.18 | -0.63 |
| Standard Deviation(%) | NA | 20.16 | 17.85 | 19.59 | 21.14 | NA | NA | 21.07 | 23.76 | 13.90 | 15.72 | 21.63 | 22.72 | 42.42 | 13.01 | 14.68 | 8.89 | 17.89 | 17.84 |
| Draw Down(%) | NA | 19.68 | 19.68 | 22.81 | 44.07 | NA | NA | 44.07 | 17.08 | 7.99 | 13.34 | 18.50 | 9.33 | 44.07 | 8.46 | 22.00 | 5.35 | 14.89 | 14.97 |
| Yield(%) | 0.00 | 11.47 | 8.69 | 10.46 | 7.96 | 5.29 | 3.97 | 7.93 | 0.00 | 11.92 | 5.30 | 8.01 | 12.55 | 0.89 | 4.17 | 9.87 | 13.37 | 7.16 | 7.89 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| TASMX (Transamerica Small/Mid Cap Value R6) |
-6.60%
Mar 2017 - Mar 2020 |
4.07%
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 |
|---|---|---|---|---|
| TASMX (Transamerica Small/Mid Cap Value R6) |
22.74%
Mar 2020 - Mar 2023 |
16.98%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart