Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TOTRX (Transamerica Mid Cap Value Opport Class) | 5.95% | 1.80% | 1.53% | 4.06% | NA | NA | NA | 2.11% |
Data as of 07/11/2025, AR inception is 03/24/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOTRX (Transamerica Mid Cap Value Opport Class) | 03/24/2017 | 07/11/2025 |
| 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 (%) | 0.71 | 1.80 | 1.53 | 4.06 | NA | NA | NA | 2.11 | 5.95 | -1.48 | 5.73 | -12.19 | -2.12 | 3.75 | 24.89 | -8.75 | 5.34 |
| Sharpe Ratio | NA | -0.07 | -0.11 | 0.10 | NA | NA | NA | 0.02 | 0.43 | -0.55 | 0.10 | -0.66 | -0.08 | 0.09 | 2.03 | -0.74 | 0.47 |
| Standard Deviation(%) | NA | 18.88 | 16.96 | 20.17 | NA | NA | NA | 21.91 | 20.14 | 14.61 | 14.86 | 20.76 | 27.82 | 40.93 | 11.56 | 13.58 | 13.45 |
| Draw Down(%) | NA | 21.87 | 21.87 | 35.33 | NA | NA | NA | 44.20 | 13.46 | 13.90 | 13.51 | 18.50 | 23.48 | 44.20 | 7.36 | 18.75 | 6.48 |
| Yield(%) | 0.00 | 0.93 | 0.71 | 0.63 | 2.04 | 1.36 | 1.02 | 2.54 | 0.00 | 0.94 | 0.58 | 0.57 | 0.00 | 0.55 | 4.65 | 6.91 | 7.14 |
Data as of 07/11/2025, AR inception is 03/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTRX (Transamerica Mid Cap Value Opport Class) |
-8.17%
Jun 2021 - Jun 2024 |
-1.47%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTRX (Transamerica Mid Cap Value Opport Class) |
13.25%
May 2018 - May 2021 |
7.04%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart