Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGWFX (Transamerica Large Growth Class R4) | 14.44% | 47.93% | 25.76% | 11.15% | NA | NA | NA | 18.12% |
Data as of 07/25/2025, AR inception is 03/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGWFX (Transamerica Large Growth Class R4) | 03/21/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 47.93 | 25.76 | 11.15 | NA | NA | NA | 18.12 | 14.44 | 37.05 | 43.40 | -46.00 | 10.81 | 72.99 | 34.28 | -0.47 | 21.77 |
| Sharpe Ratio | NA | 1.46 | 0.81 | 0.32 | NA | NA | NA | 0.57 | 0.68 | 1.58 | 1.75 | -1.08 | 0.46 | 2.03 | 2.06 | -0.08 | 3.00 |
| Standard Deviation(%) | NA | 30.68 | 27.79 | 29.82 | NA | NA | NA | 27.34 | 35.69 | 21.20 | 22.96 | 43.95 | 23.20 | 35.57 | 15.90 | 21.89 | 9.31 |
| Draw Down(%) | NA | 28.84 | 28.84 | 52.95 | NA | NA | NA | 52.95 | 28.84 | 11.99 | 17.52 | 47.53 | 14.69 | 31.12 | 9.24 | 22.83 | 3.08 |
| Yield(%) | 0.00 | 23.20 | 10.67 | 12.04 | 13.69 | 9.13 | 6.85 | 17.12 | 0.00 | 25.25 | 0.00 | 0.76 | 22.21 | 23.86 | 23.53 | 8.75 | 5.09 |
Data as of 07/25/2025, AR inception is 03/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGWFX (Transamerica Large Growth Class R4) |
-6.61%
Nov 2020 - Nov 2023 |
6.71%
Dec 2017 - Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGWFX (Transamerica Large Growth Class R4) |
37.05%
Dec 2018 - Dec 2021 |
16.06%
Nov 2019 - Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart