Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGWRX (Transamerica Large Growth Class R) | 3.39% | 16.31% | 24.57% | 6.95% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGWRX (Transamerica Large Growth Class R) | 03/13/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 16.31 | 24.57 | 6.95 | NA | NA | NA | … | … | 3.39 | -12.24 | 36.81 | 42.77 | -46.13 | 10.53 | 72.53 | 34.12 | -0.94 | 20.47 |
| Sharpe Ratio | NA | 0.84 | 0.98 | 0.16 | NA | NA | NA | … | … | 0.46 | -0.35 | 1.57 | 1.72 | -1.09 | 0.45 | 2.02 | 2.04 | -0.11 | 2.70 |
| Standard Deviation(%) | NA | 21.16 | 24.60 | 29.34 | NA | NA | NA | … | … | 23.72 | 43.52 | 21.20 | 22.98 | 43.93 | 23.20 | 35.59 | 15.99 | 21.87 | 9.38 |
| Draw Down(%) | NA | 21.25 | 28.88 | 53.11 | NA | NA | NA | … | … | 17.71 | 31.55 | 12.00 | 17.72 | 47.69 | 14.75 | 31.18 | 9.27 | 22.89 | 3.13 |
| Yield(%) | 0.00 | 31.67 | 24.04 | 12.59 | 17.81 | 11.87 | 8.91 | … | … | 0.00 | 33.48 | 25.84 | 0.00 | 0.77 | 22.46 | 24.00 | 23.60 | 8.71 | 4.85 |
Data as of 06/04/2026, Common starting date is 03/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGWRX (Transamerica Large Growth Class R) |
-6.89%
Nov 2020 – Nov 2023 |
4.13%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGWRX (Transamerica Large Growth Class R) |
36.76%
Dec 2018 – Dec 2021 |
15.75%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart