Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TDFCX (TRANSAMERICA DIVIDEND FOCUSED C) | 5.56% | 8.66% | 10.72% | 9.43% | 4.97% | NA | NA | 6.93% |
Data as of 07/18/2025, AR inception is 01/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDFCX (TRANSAMERICA DIVIDEND FOCUSED C) | 01/07/2013 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 8.66 | 10.72 | 9.43 | 4.97 | NA | NA | 6.93 | 5.56 | 15.18 | 5.05 | -12.41 | 21.12 | -8.87 | 22.18 | -13.24 | 15.01 | 13.34 | -3.62 | 9.32 | 24.30 |
| Sharpe Ratio | NA | 0.45 | 0.47 | 0.49 | 0.20 | NA | NA | 0.32 | 0.44 | 1.03 | 0.11 | -0.67 | 1.61 | -0.23 | 1.81 | -1.00 | 1.96 | 1.00 | -0.24 | 0.83 | 2.32 |
| Standard Deviation(%) | NA | 16.01 | 14.86 | 15.85 | 18.35 | NA | NA | 17.16 | 18.63 | 11.26 | 12.71 | 20.65 | 13.13 | 39.70 | 11.42 | 14.68 | 7.37 | 13.07 | 15.15 | 11.21 | 10.66 |
| Draw Down(%) | NA | 15.54 | 15.54 | 24.12 | 41.40 | NA | NA | 41.40 | 13.96 | 6.76 | 12.80 | 24.12 | 5.99 | 41.40 | 7.24 | 22.09 | 4.13 | 9.26 | 11.95 | 8.61 | 5.26 |
| Yield(%) | 0.00 | 7.19 | 3.49 | 6.27 | 7.07 | 6.58 | 4.94 | 8.23 | 0.10 | 8.27 | 0.78 | 0.80 | 17.49 | 0.94 | 14.76 | 13.98 | 8.07 | 15.23 | 14.93 | 3.75 | 0.00 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| TDFCX (TRANSAMERICA DIVIDEND FOCUSED C) |
-6.42%
Mar 2017 - Mar 2020 |
-1.42%
Mar 2015 - Mar 2020 |
3.18%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDFCX (TRANSAMERICA DIVIDEND FOCUSED C) |
11.24%
Sep 2015 - Sep 2018 |
10.98%
Mar 2020 - Mar 2025 |
5.56%
Feb 2013 - Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart