Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCPWX (Transamerica Capital Growth Fund Class R6) | 21.55% | 71.36% | 30.72% | 6.02% | NA | NA | NA | 19.93% |
Data as of 07/18/2025, AR inception is 10/22/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCPWX (Transamerica Capital Growth Fund Class R6) | 10/22/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.36 | 71.36 | 30.72 | 6.02 | NA | NA | NA | 19.93 | 21.55 | 44.39 | 47.92 | -60.21 | -40.03 | 89.51 | 9.98 |
| Sharpe Ratio | NA | 1.96 | 0.75 | 0.10 | NA | NA | NA | 0.31 | 1.03 | 1.37 | 1.35 | -0.98 | -0.72 | 2.17 | 4.00 |
| Standard Deviation(%) | NA | 34.81 | 36.31 | 51.28 | NA | NA | NA | 49.84 | 39.18 | 27.63 | 32.62 | 62.88 | 55.60 | 40.89 | 15.92 |
| Draw Down(%) | NA | 32.31 | 35.08 | 76.24 | NA | NA | NA | 76.24 | 32.31 | 12.59 | 24.84 | 61.79 | 51.92 | 33.50 | 4.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 11.92 | 11.02 | 7.34 | 5.51 | 22.03 | 0.00 | 0.00 | 0.00 | 0.00 | 40.42 | 23.65 | 20.88 |
Data as of 07/18/2025, AR inception 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 |
7.78%
Jun 2020 - Jun 2025 |
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) |
33.01%
Jun 2022 - Jun 2025 |
14.01%
Nov 2019 - Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart