Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLORX (Transamerica Large Value Opport Cl R) | 8.63% | 16.86% | 15.60% | 9.35% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLORX (Transamerica Large Value Opport Cl R) | 05/08/2017 | 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 (%) | 0.95 | 16.86 | 15.60 | 9.35 | NA | NA | NA | … | … | 8.63 | 9.26 | 18.23 | 7.81 | -3.98 | 28.39 | -1.42 | 22.86 | -9.31 | 13.03 |
| Sharpe Ratio | NA | 1.30 | 1.00 | 0.48 | NA | NA | NA | … | … | 1.51 | 0.42 | 1.45 | 0.34 | -0.28 | 2.25 | -0.05 | 1.77 | -0.68 | 2.38 |
| Standard Deviation(%) | NA | 10.29 | 12.36 | 14.21 | NA | NA | NA | … | … | 11.37 | 15.42 | 10.10 | 12.24 | 19.66 | 12.59 | 35.89 | 12.07 | 15.86 | 8.38 |
| Draw Down(%) | NA | 8.23 | 15.45 | 16.90 | NA | NA | NA | … | … | 8.23 | 13.68 | 7.01 | 9.44 | 16.90 | 4.88 | 37.99 | 7.73 | 19.50 | 3.10 |
| Yield(%) | 0.00 | 13.78 | 13.49 | 10.86 | 8.67 | 5.78 | 4.34 | … | … | 0.23 | 14.13 | 22.29 | 1.57 | 7.31 | 18.77 | 1.71 | 2.75 | 16.70 | 2.66 |
Data as of 06/04/2026, Common starting date is 05/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLORX (Transamerica Large Value Opport Cl R) |
-0.37%
Oct 2017 – Oct 2020 |
5.01%
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 |
|---|---|---|---|---|
| TLORX (Transamerica Large Value Opport Cl R) |
18.36%
Mar 2020 – Mar 2023 |
16.51%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart