Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFOIX (TRANSAMERICA CAPITAL GROWTH I) | 20.28% | 74.50% | 28.99% | 1.25% | 11.97% | 14.66% | NA | 14.82% |
Data as of 07/25/2025, AR inception is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFOIX (TRANSAMERICA CAPITAL GROWTH I) | 12/01/2009 | 07/25/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.99 | 74.50 | 28.99 | 1.25 | 11.97 | 14.66 | NA | 14.82 | 20.28 | 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 | 2.08 | 0.71 | -0.01 | 0.30 | NA | NA | 0.45 | 0.94 | 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 | 34.34 | 35.95 | 40.61 | 34.45 | NA | NA | 29.65 | 38.46 | 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 | 32.30 | 35.12 | 74.24 | 74.24 | NA | NA | 74.24 | 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 | 0.07 | 0.02 | 5.41 | 9.26 | 7.10 | 9.46 | 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 07/25/2025, AR inception 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 |
-3.27%
Sep 2018 - Sep 2023 |
5.86%
Oct 2013 - Oct 2023 |
12.02%
Mar 2010 - Mar 2025 |
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 |
15.24%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart