Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TLOFX (Transamerica Large Value Opport Cl R4) | 3.04% | 6.55% | 12.45% | 13.34% | NA | NA | NA | 9.42% |
Data as of 07/16/2025, AR inception is 05/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLOFX (Transamerica Large Value Opport Cl R4) | 05/11/2017 | 07/16/2025 |
| 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 (%) | -1.14 | 6.55 | 12.45 | 13.34 | NA | NA | NA | 9.42 | 3.04 | 18.60 | 7.98 | -3.84 | 28.84 | -1.14 | 23.15 | -9.06 | 13.47 |
| Sharpe Ratio | NA | 0.45 | 0.64 | 0.81 | NA | NA | NA | 0.42 | 0.24 | 1.50 | 0.36 | -0.27 | 2.30 | -0.04 | 1.79 | -0.66 | 2.50 |
| Standard Deviation(%) | NA | 16.03 | 14.45 | 14.88 | NA | NA | NA | 18.23 | 19.32 | 9.99 | 12.25 | 19.68 | 12.56 | 35.76 | 12.14 | 15.81 | 8.45 |
| Draw Down(%) | NA | 15.28 | 15.28 | 16.78 | NA | NA | NA | 37.99 | 13.63 | 7.01 | 9.38 | 16.78 | 4.88 | 37.99 | 7.73 | 19.28 | 3.10 |
| Yield(%) | 0.00 | 19.63 | 11.30 | 12.12 | 7.60 | 5.07 | 3.80 | 9.50 | 0.44 | 22.62 | 1.84 | 7.53 | 19.08 | 1.94 | 3.02 | 16.96 | 2.86 |
Data as of 07/16/2025, AR inception is 05/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLOFX (Transamerica Large Value Opport Cl R4) |
-0.10%
Oct 2017 - Oct 2020 |
5.29%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLOFX (Transamerica Large Value Opport Cl R4) |
18.67%
Mar 2020 - Mar 2023 |
16.80%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart