Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLOTX (Transamerica Large Value Opport Cl I3) | 8.91% | 17.61% | 16.20% | 9.92% | 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 |
|---|---|---|
| TLOTX (Transamerica Large Value Opport Cl I3) | 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 (%) | 1.06 | 17.61 | 16.20 | 9.92 | NA | NA | NA | … | … | 8.91 | 9.83 | 18.93 | 8.27 | -3.58 | 29.10 | -0.88 | 23.35 | -8.80 | 13.43 |
| Sharpe Ratio | NA | 1.34 | 1.05 | 0.51 | NA | NA | NA | … | … | 1.52 | 0.45 | 1.52 | 0.38 | -0.25 | 2.30 | -0.03 | 1.81 | -0.64 | 2.61 |
| Standard Deviation(%) | NA | 10.39 | 12.37 | 14.26 | NA | NA | NA | … | … | 11.54 | 15.41 | 10.06 | 12.26 | 19.78 | 12.64 | 35.81 | 12.11 | 15.85 | 7.91 |
| Draw Down(%) | NA | 8.24 | 15.21 | 16.70 | NA | NA | NA | … | … | 8.24 | 13.52 | 6.94 | 9.33 | 16.70 | 4.80 | 37.93 | 7.63 | 19.32 | 3.10 |
| Yield(%) | 0.00 | 14.31 | 14.08 | 11.33 | 9.13 | 6.09 | 4.57 | … | … | 0.35 | 14.69 | 22.96 | 2.10 | 7.79 | 19.41 | 2.16 | 3.31 | 17.23 | 3.04 |
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 |
|---|---|---|---|---|
| TLOTX (Transamerica Large Value Opport Cl I3) |
0.13%
Oct 2017 – Oct 2020 |
5.53%
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 |
|---|---|---|---|---|
| TLOTX (Transamerica Large Value Opport Cl I3) |
18.96%
Mar 2020 – Mar 2023 |
17.10%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart