Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOTTX (Transamerica Mid Cap Value Opport Class) | 4.29% | 12.85% | 11.19% | -0.64% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOTTX (Transamerica Mid Cap Value Opport Class) | 03/28/2017 | 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 (%) | -0.29 | 12.85 | 11.19 | -0.64 | NA | NA | NA | … | … | 4.29 | 9.93 | 7.34 | 10.54 | -11.67 | -1.69 | 4.24 | 25.38 | -8.33 | 5.05 |
| Sharpe Ratio | NA | 0.78 | 0.59 | -0.15 | NA | NA | NA | … | … | 0.67 | 0.41 | 0.31 | 0.48 | -0.63 | -0.06 | 0.10 | 2.08 | -0.72 | 0.17 |
| Standard Deviation(%) | NA | 13.19 | 14.27 | 19.37 | NA | NA | NA | … | … | 13.49 | 17.12 | 11.96 | 14.58 | 20.74 | 28.40 | 40.91 | 11.49 | 13.62 | 35.71 |
| Draw Down(%) | NA | 9.51 | 15.11 | 34.48 | NA | NA | NA | … | … | 9.51 | 13.34 | 7.80 | 13.46 | 18.29 | 23.47 | 44.14 | 7.35 | 18.80 | 19.13 |
| Yield(%) | 0.00 | 16.11 | 10.90 | 4.81 | 5.01 | 3.34 | 2.50 | … | … | 0.00 | 16.38 | 9.77 | 5.24 | 1.06 | 0.64 | 1.02 | 5.20 | 7.50 | 7.58 |
Data as of 06/04/2026, Common starting date 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) |
-6.52%
Jun 2021 – Jun 2024 |
-0.41%
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 |
|---|---|---|---|---|
| TOTTX (Transamerica Mid Cap Value Opport Class) |
13.77%
May 2018 – May 2021 |
10.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart