Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGWRX (Transamerica Large Growth Class R) | 11.37% | 34.69% | 26.78% | 10.68% | NA | NA | NA | 17.27% |
Data as of 07/14/2025, AR inception is 03/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGWRX (Transamerica Large Growth Class R) | 03/13/2017 | 07/14/2025 |
| 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 (%) | 0.28 | 34.69 | 26.78 | 10.68 | NA | NA | NA | 17.27 | 11.37 | 36.81 | 42.77 | -46.13 | 10.53 | 72.53 | 34.12 | -0.94 | 20.47 |
| Sharpe Ratio | NA | 1.04 | 0.77 | 0.26 | NA | NA | NA | 0.54 | 0.47 | 1.57 | 1.72 | -1.09 | 0.45 | 2.02 | 2.04 | -0.11 | 2.70 |
| Standard Deviation(%) | NA | 31.15 | 28.01 | 29.91 | NA | NA | NA | 27.35 | 36.77 | 21.20 | 22.98 | 43.93 | 23.20 | 35.59 | 15.99 | 21.87 | 9.38 |
| Draw Down(%) | NA | 28.88 | 28.88 | 53.11 | NA | NA | NA | 53.11 | 28.88 | 12.00 | 17.72 | 47.69 | 14.75 | 31.18 | 9.27 | 22.89 | 3.13 |
| Yield(%) | 0.00 | 22.28 | 11.52 | 12.37 | 13.55 | 9.03 | 6.77 | 16.93 | 0.00 | 25.84 | 0.00 | 0.77 | 22.46 | 24.00 | 23.60 | 8.71 | 4.85 |
Data as of 07/14/2025, AR inception 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 |
6.42%
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 |
|---|---|---|---|---|
| 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