Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TLORX (Transamerica Large Value Opport Cl R) | 5.45% | 11.58% | 11.96% | 13.51% | NA | NA | NA | 9.44% |
Data as of 07/25/2025, AR inception is 05/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLORX (Transamerica Large Value Opport Cl R) | 05/08/2017 | 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 (%) | 1.77 | 11.58 | 11.96 | 13.51 | NA | NA | NA | 9.44 | 5.45 | 18.23 | 7.81 | -3.98 | 28.39 | -1.42 | 22.86 | -9.31 | 13.03 |
| Sharpe Ratio | NA | 0.53 | 0.60 | 0.77 | NA | NA | NA | 0.41 | 0.37 | 1.45 | 0.34 | -0.28 | 2.25 | -0.05 | 1.77 | -0.68 | 2.38 |
| Standard Deviation(%) | NA | 16.03 | 14.37 | 14.87 | NA | NA | NA | 18.22 | 18.83 | 10.10 | 12.24 | 19.66 | 12.59 | 35.89 | 12.07 | 15.86 | 8.38 |
| Draw Down(%) | NA | 15.45 | 15.45 | 16.90 | NA | NA | NA | 37.99 | 13.68 | 7.01 | 9.44 | 16.90 | 4.88 | 37.99 | 7.73 | 19.50 | 3.10 |
| Yield(%) | 0.00 | 19.87 | 10.70 | 11.76 | 7.38 | 4.92 | 3.69 | 9.22 | 0.38 | 22.29 | 1.57 | 7.31 | 18.77 | 1.71 | 2.75 | 16.70 | 2.66 |
Data as of 07/25/2025, AR inception 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