Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TLARX (Transamerica Large Core Class R) | 7.11% | 12.53% | 18.60% | 15.12% | NA | NA | NA | 13.60% |
Data as of 07/18/2025, AR inception is 03/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLARX (Transamerica Large Core Class R) | 03/13/2017 | 07/18/2025 |
| 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 (%) | 0.85 | 12.53 | 18.60 | 15.12 | NA | NA | NA | 13.60 | 7.11 | 22.14 | 25.54 | -16.96 | 29.41 | 15.10 | 26.47 | -7.40 | 16.58 |
| Sharpe Ratio | NA | 0.42 | 0.86 | 0.77 | NA | NA | NA | 0.59 | 0.40 | 1.50 | 1.67 | -0.76 | 2.26 | 0.43 | 1.98 | -0.51 | 2.58 |
| Standard Deviation(%) | NA | 19.42 | 17.04 | 17.30 | NA | NA | NA | 19.24 | 23.22 | 12.35 | 13.25 | 24.20 | 13.00 | 34.80 | 12.61 | 17.35 | 7.83 |
| Draw Down(%) | NA | 19.01 | 19.01 | 23.41 | NA | NA | NA | 34.03 | 18.71 | 8.32 | 9.57 | 23.41 | 5.45 | 34.03 | 7.05 | 19.88 | 2.75 |
| Yield(%) | 0.00 | 19.78 | 13.33 | 13.25 | 9.58 | 6.39 | 4.79 | 11.98 | 0.15 | 23.15 | 8.94 | 4.76 | 18.22 | 9.34 | 1.60 | 16.97 | 5.24 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| TLARX (Transamerica Large Core Class R) |
7.09%
Apr 2017 - Apr 2020 |
7.69%
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 |
|---|---|---|---|---|
| TLARX (Transamerica Large Core Class R) |
23.50%
Dec 2018 - Dec 2021 |
17.89%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart