Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDFCX (TRANSAMERICA DIVIDEND FOCUSED C) | 15.79% | 23.19% | 16.58% | 7.39% | 7.11% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDFCX (TRANSAMERICA DIVIDEND FOCUSED C) | 01/07/2013 | 06/03/2026 |
| 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 (%) | 0.91 | 23.19 | 16.58 | 7.39 | 7.11 | NA | NA | … | … | 15.79 | 10.01 | 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 | 1.69 | 1.03 | 0.32 | 0.30 | NA | NA | … | … | 2.59 | 0.47 | 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 | 11.95 | 13.05 | 14.96 | 18.07 | NA | NA | … | … | 14.36 | 15.15 | 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 | 10.59 | 15.54 | 24.12 | 41.40 | NA | NA | … | … | 10.59 | 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 | 0.31 | 3.35 | 4.67 | 6.74 | 6.60 | 4.95 | … | … | 0.06 | 0.36 | 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 06/03/2026, 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 |
|---|---|---|---|---|
| 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) |
17.11%
May 2023 – May 2026 |
10.98%
Mar 2020 – Mar 2025 |
7.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart