Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFOIX (TRANSAMERICA CAPITAL GROWTH I) | -1.60% | 5.86% | 25.66% | -3.18% | 12.40% | 12.39% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFOIX (TRANSAMERICA CAPITAL GROWTH I) | 12/01/2009 | 06/04/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.45 | 5.86 | 25.66 | -3.18 | 12.40 | 12.39 | NA | … | … | -1.60 | 25.19 | 44.34 | 47.73 | -60.20 | -16.25 | 102.48 | 21.95 | 6.87 | 44.25 | -2.85 | 11.89 | 6.02 | 48.96 | 15.28 | -5.26 | 28.06 | 1.77 |
| Sharpe Ratio | NA | 0.30 | 0.88 | -0.13 | 0.32 | NA | NA | … | … | 0.07 | 0.67 | 1.37 | 1.35 | -0.98 | -0.48 | 2.57 | 0.95 | 0.23 | 1.43 | -0.17 | 0.67 | 0.34 | 3.67 | 1.02 | -0.21 | 1.34 | 2.00 |
| Standard Deviation(%) | NA | 28.57 | 30.81 | 40.02 | 34.95 | NA | NA | … | … | 33.26 | 33.87 | 27.54 | 32.64 | 62.84 | 33.66 | 39.61 | 21.60 | 24.61 | 30.67 | 18.17 | 17.61 | 17.44 | 13.33 | 15.02 | 25.09 | 20.84 | 11.68 |
| Draw Down(%) | NA | 28.96 | 32.30 | 74.24 | 74.24 | NA | NA | … | … | 21.35 | 32.30 | 12.60 | 24.81 | 61.79 | 32.79 | 33.52 | 16.34 | 24.65 | 18.74 | 20.28 | 14.33 | 14.00 | 4.27 | 13.96 | 19.08 | 18.49 | 1.84 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.02 | 5.54 | 6.94 | 7.10 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 | 11.02 | 4.71 | 25.88 | 17.95 | 3.53 | 2.88 | 3.02 | 3.09 | 2.91 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFOIX (TRANSAMERICA CAPITAL GROWTH I) |
-24.88%
Nov 2020 – Nov 2023 |
-6.50%
Feb 2021 – Feb 2026 |
5.86%
Oct 2013 – Oct 2023 |
11.26%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFOIX (TRANSAMERICA CAPITAL GROWTH I) |
39.73%
Nov 2017 – Nov 2020 |
35.08%
Feb 2016 – Feb 2021 |
24.03%
Aug 2010 – Aug 2020 |
15.36%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart