Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOTFX (Transamerica Mid Cap Value Opport Class) | 4.16% | 12.65% | 11.03% | -0.77% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/24/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOTFX (Transamerica Mid Cap Value Opport Class) | 03/24/2017 | 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 (%) | -0.28 | 12.65 | 11.03 | -0.77 | NA | NA | NA | … | … | 4.16 | 9.86 | 7.20 | 10.31 | -11.79 | -1.76 | 4.08 | 24.68 | -8.46 | 5.61 |
| Sharpe Ratio | NA | 0.77 | 0.57 | -0.16 | NA | NA | NA | … | … | 0.65 | 0.41 | 0.30 | 0.46 | -0.64 | -0.06 | 0.09 | 2.01 | -0.72 | 0.48 |
| Standard Deviation(%) | NA | 13.18 | 14.24 | 19.30 | NA | NA | NA | … | … | 13.52 | 17.05 | 11.93 | 14.60 | 20.76 | 28.21 | 40.95 | 11.57 | 13.68 | 13.87 |
| Draw Down(%) | NA | 9.53 | 15.14 | 34.58 | NA | NA | NA | … | … | 9.53 | 13.36 | 7.78 | 13.49 | 18.38 | 23.49 | 44.16 | 7.35 | 18.84 | 6.78 |
| Yield(%) | 0.00 | 15.81 | 10.66 | 4.65 | 4.82 | 3.21 | 2.41 | … | … | 0.00 | 16.07 | 9.52 | 5.04 | 0.89 | 0.44 | 0.88 | 4.28 | 7.29 | 7.42 |
Data as of 06/04/2026, Common starting date is 03/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTFX (Transamerica Mid Cap Value Opport Class) |
-6.65%
Jun 2021 – Jun 2024 |
-0.55%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTFX (Transamerica Mid Cap Value Opport Class) |
13.43%
May 2018 – May 2021 |
10.03%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart