Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGWTX (Transamerica Large Growth Class I3) | 14.52% | 48.25% | 25.99% | 11.37% | NA | NA | NA | 18.25% |
Data as of 07/25/2025, AR inception is 03/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGWTX (Transamerica Large Growth Class I3) | 03/13/2017 | 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 (%) | 0.26 | 48.25 | 25.99 | 11.37 | NA | NA | NA | 18.25 | 14.52 | 37.47 | 43.61 | -45.87 | 11.02 | 73.39 | 34.71 | -0.41 | 20.93 |
| Sharpe Ratio | NA | 1.47 | 0.81 | 0.32 | NA | NA | NA | 0.58 | 0.68 | 1.59 | 1.75 | -1.08 | 0.47 | 2.04 | 2.08 | -0.08 | 2.74 |
| Standard Deviation(%) | NA | 30.61 | 27.82 | 29.81 | NA | NA | NA | 27.32 | 35.61 | 21.23 | 23.01 | 43.94 | 23.18 | 35.60 | 15.98 | 21.92 | 9.45 |
| Draw Down(%) | NA | 28.87 | 28.87 | 52.83 | NA | NA | NA | 52.83 | 28.87 | 11.96 | 17.55 | 47.39 | 14.65 | 31.16 | 9.22 | 22.91 | 3.09 |
| Yield(%) | 0.00 | 22.85 | 10.54 | 11.99 | 13.62 | 9.08 | 6.81 | 17.02 | 0.00 | 24.90 | 0.00 | 0.75 | 22.09 | 23.78 | 23.56 | 8.91 | 5.27 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| TGWTX (Transamerica Large Growth Class I3) |
-6.43%
Nov 2020 - Nov 2023 |
6.93%
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 |
|---|---|---|---|---|
| TGWTX (Transamerica Large Growth Class I3) |
37.39%
Dec 2018 - Dec 2021 |
16.32%
Nov 2019 - Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart