Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDFAX (TRANSAMERICA DIVIDEND FOCUSED A) | 14.56% | 22.67% | 17.01% | 7.98% | 7.82% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDFAX (TRANSAMERICA DIVIDEND FOCUSED A) | 01/07/2013 | 06/05/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | 22.67 | 17.01 | 7.98 | 7.82 | NA | NA | … | … | 14.56 | 10.94 | 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 | 1.78 | 1.11 | 0.38 | 0.35 | NA | NA | … | … | 2.69 | 0.53 | 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 | 11.98 | 13.08 | 14.98 | 18.05 | NA | NA | … | … | 14.26 | 15.27 | 11.16 | 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 | 10.46 | 15.36 | 23.68 | 41.24 | NA | NA | … | … | 10.46 | 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 | 1.21 | 4.36 | 5.39 | 7.34 | 7.20 | 5.40 | … | … | 0.25 | 1.29 | 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 06/05/2026, Common starting date 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) |
18.14%
May 2023 – May 2026 |
11.94%
Mar 2020 – Mar 2025 |
8.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart