Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCPWX (Transamerica Capital Growth Fund Class R6) | -1.53% | 5.97% | 25.74% | 0.91% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/22/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCPWX (Transamerica Capital Growth Fund Class R6) | 10/22/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | 5.97 | 25.74 | 0.91 | NA | NA | NA | … | … | -1.53 | 25.27 | 44.39 | 47.92 | -60.21 | -40.03 | 89.51 | 9.98 |
| Sharpe Ratio | NA | 0.30 | 0.88 | -0.02 | NA | NA | NA | … | … | 0.07 | 0.67 | 1.37 | 1.35 | -0.98 | -0.72 | 2.17 | 4.00 |
| Standard Deviation(%) | NA | 28.59 | 30.90 | 50.79 | NA | NA | NA | … | … | 33.33 | 33.92 | 27.63 | 32.62 | 62.88 | 55.60 | 40.89 | 15.92 |
| Draw Down(%) | NA | 28.93 | 32.31 | 76.24 | NA | NA | NA | … | … | 21.34 | 32.31 | 12.59 | 24.84 | 61.79 | 51.92 | 33.50 | 4.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 8.08 | 11.02 | 7.34 | 5.51 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 40.42 | 23.65 | 20.88 |
Data as of 06/04/2026, Common starting date is 10/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCPWX (Transamerica Capital Growth Fund Class R6) |
-18.34%
Jun 2021 – Jun 2024 |
-2.53%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCPWX (Transamerica Capital Growth Fund Class R6) |
37.21%
Dec 2022 – Dec 2025 |
14.01%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart