Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDFIX (TRANSAMERICA DIVIDEND FOCUSED I) | 16.30% | 24.56% | 17.94% | 8.72% | 8.33% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDFIX (TRANSAMERICA DIVIDEND FOCUSED I) | 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 (%) | 0.90 | 24.56 | 17.94 | 8.72 | 8.33 | NA | NA | … | … | 16.30 | 11.28 | 16.62 | 6.21 | -11.07 | 22.60 | -7.64 | 23.35 | -12.25 | 16.16 | 14.12 | -2.67 | 9.76 | 24.40 |
| Sharpe Ratio | NA | 1.80 | 1.13 | 0.41 | 0.36 | NA | NA | … | … | 2.74 | 0.55 | 1.16 | 0.20 | -0.61 | 1.72 | -0.20 | 1.91 | -0.93 | 2.10 | 1.06 | -0.18 | 0.87 | 2.33 |
| Standard Deviation(%) | NA | 11.96 | 13.06 | 14.97 | 18.04 | NA | NA | … | … | 14.14 | 15.33 | 11.16 | 12.76 | 20.68 | 13.12 | 39.49 | 11.45 | 14.78 | 7.41 | 13.07 | 15.17 | 11.22 | 10.63 |
| Draw Down(%) | NA | 10.47 | 15.25 | 23.28 | 41.17 | NA | NA | … | … | 10.47 | 13.96 | 6.70 | 12.11 | 23.28 | 5.91 | 41.17 | 7.10 | 21.33 | 4.06 | 9.13 | 11.58 | 8.73 | 5.17 |
| Yield(%) | 0.00 | 1.43 | 4.58 | 5.65 | 7.56 | 7.35 | 5.51 | … | … | 0.31 | 1.51 | 9.41 | 1.87 | 2.21 | 18.49 | 1.87 | 15.87 | 14.92 | 9.16 | 15.94 | 15.83 | 3.96 | 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 |
|---|---|---|---|---|
| TDFIX (TRANSAMERICA DIVIDEND FOCUSED I) |
-5.36%
Mar 2017 – Mar 2020 |
-0.41%
Mar 2015 – Mar 2020 |
4.22%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDFIX (TRANSAMERICA DIVIDEND FOCUSED I) |
18.46%
May 2023 – May 2026 |
12.33%
Mar 2020 – Mar 2025 |
8.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart