Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TDFAX (TRANSAMERICA DIVIDEND FOCUSED A) | 4.99% | 9.24% | 11.00% | 9.89% | 5.82% | NA | NA | 7.69% |
Data as of 07/15/2025, AR inception is 01/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDFAX (TRANSAMERICA DIVIDEND FOCUSED A) | 01/07/2013 | 07/15/2025 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.19 | 9.24 | 11.00 | 9.89 | 5.82 | NA | NA | 7.69 | 4.99 | 16.30 | 5.87 | -11.64 | 22.23 | -7.93 | 23.24 | -12.47 | 15.91 | 13.96 | -2.72 | 9.71 | 24.40 |
| Sharpe Ratio | NA | 0.50 | 0.53 | 0.55 | 0.25 | NA | NA | 0.37 | 0.47 | 1.14 | 0.17 | -0.63 | 1.69 | -0.21 | 1.88 | -0.95 | 2.10 | 1.05 | -0.18 | 0.86 | 2.33 |
| Standard Deviation(%) | NA | 16.03 | 14.87 | 15.87 | 18.34 | NA | NA | 17.15 | 18.73 | 11.17 | 12.76 | 20.67 | 13.15 | 39.56 | 11.55 | 14.68 | 7.31 | 13.05 | 15.19 | 11.25 | 10.62 |
| Draw Down(%) | NA | 15.36 | 15.36 | 23.68 | 41.24 | NA | NA | 41.24 | 13.93 | 6.71 | 12.12 | 23.68 | 5.88 | 41.24 | 7.20 | 21.43 | 4.10 | 9.22 | 11.72 | 8.73 | 5.17 |
| Yield(%) | 0.00 | 7.91 | 4.36 | 7.09 | 7.65 | 7.13 | 5.35 | 8.92 | 0.32 | 9.23 | 1.68 | 1.59 | 18.29 | 1.72 | 15.65 | 14.76 | 8.93 | 15.80 | 15.69 | 3.91 | 0.00 |
Data as of 07/15/2025, AR inception is 01/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDFAX (TRANSAMERICA DIVIDEND FOCUSED A) |
-5.55%
Mar 2017 - Mar 2020 |
-0.58%
Mar 2015 - Mar 2020 |
3.99%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDFAX (TRANSAMERICA DIVIDEND FOCUSED A) |
12.16%
Mar 2020 - Mar 2023 |
11.94%
Mar 2020 - Mar 2025 |
6.32%
Feb 2013 - Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart