Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TOTTX (Transamerica Mid Cap Value Opport Class) | 5.70% | -0.91% | 1.74% | 3.91% | NA | NA | NA | 2.46% |
Data as of 07/18/2025, AR inception is 03/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOTTX (Transamerica Mid Cap Value Opport Class) | 03/28/2017 | 07/18/2025 |
| 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 (%) | -0.44 | -0.91 | 1.74 | 3.91 | NA | NA | NA | 2.46 | 5.70 | -1.05 | 6.27 | -11.67 | -1.69 | 4.24 | 25.38 | -8.33 | 5.05 |
| Sharpe Ratio | NA | -0.05 | -0.08 | 0.12 | NA | NA | NA | 0.03 | 0.46 | -0.51 | 0.14 | -0.63 | -0.06 | 0.10 | 2.09 | -0.71 | 0.17 |
| Standard Deviation(%) | NA | 19.17 | 17.05 | 20.37 | NA | NA | NA | 24.20 | 20.02 | 15.05 | 14.83 | 20.74 | 28.40 | 40.91 | 11.49 | 13.62 | 35.71 |
| Draw Down(%) | NA | 21.74 | 21.74 | 34.48 | NA | NA | NA | 44.14 | 13.34 | 13.98 | 13.46 | 18.29 | 23.47 | 44.14 | 7.35 | 18.80 | 19.13 |
| Yield(%) | 0.00 | 1.54 | 1.26 | 1.26 | 2.44 | 1.63 | 1.22 | 3.05 | 0.00 | 1.61 | 1.11 | 1.06 | 0.64 | 1.02 | 5.20 | 7.50 | 7.58 |
Data as of 07/18/2025, AR inception is 03/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTTX (Transamerica Mid Cap Value Opport Class) |
-7.74%
Jun 2021 - Jun 2024 |
-0.98%
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 |
|---|---|---|---|---|
| TOTTX (Transamerica Mid Cap Value Opport Class) |
13.77%
May 2018 - May 2021 |
7.54%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart