Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TORAX (Transamerica Concentrated Growth A Shs) | NA | 12.51% | 12.89% | 8.20% | NA | NA | NA | 9.94% |
Data as of 12/05/2019, AR inception is 03/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TORAX (Transamerica Concentrated Growth A Shs) | 03/11/2014 | 12/05/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.51 | 12.89 | 8.20 | NA | NA | NA | 9.94 | 13.44 | -15.46 | 24.01 | 6.51 | -2.27 | 7.24 |
| Sharpe Ratio | NA | 0.22 | 0.67 | 0.43 | NA | NA | NA | 0.49 | 0.91 | -0.73 | 3.07 | 0.43 | -0.16 | 0.78 |
| Standard Deviation(%) | NA | 16.04 | 13.95 | 14.30 | NA | NA | NA | 13.92 | 14.33 | 22.93 | 7.65 | 14.46 | 14.78 | 11.52 |
| Draw Down(%) | NA | 13.10 | 19.92 | 19.92 | NA | NA | NA | 19.92 | 8.97 | 29.38 | 2.74 | 11.76 | 12.63 | 7.86 |
| Yield(%) | 0.00 | 17.61 | 12.94 | 8.05 | 4.36 | 2.90 | 2.18 | 8.71 | 8.07 | 11.24 | 6.84 | 15.91 | 0.13 | 0.24 |
Data as of 12/05/2019, AR inception is 03/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORAX (Transamerica Concentrated Growth A Shs) |
6.81%
Apr 2015 - Apr 2018 |
8.34%
Nov 2014 - Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORAX (Transamerica Concentrated Growth A Shs) |
14.94%
Sep 2015 - Sep 2018 |
10.20%
Jul 2014 - Jul 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart