Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRSLX (Transamerica Small Cap Value Class R) | 21.69% | 43.55% | 18.58% | 7.72% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/24/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRSLX (Transamerica Small Cap Value Class R) | 04/24/2017 | 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 (%) | 0.63 | 43.55 | 18.58 | 7.72 | NA | NA | NA | … | … | 21.69 | 5.79 | 12.15 | 8.30 | -13.00 | 30.48 | 5.64 | 21.21 | -19.23 | 7.78 |
| Sharpe Ratio | NA | 2.39 | 0.71 | 0.11 | NA | NA | NA | … | … | 3.31 | 0.12 | 0.43 | 0.21 | -0.55 | 0.34 | 0.11 | 1.14 | -1.18 | 0.88 |
| Standard Deviation(%) | NA | 16.36 | 20.96 | 44.38 | NA | NA | NA | … | … | 16.20 | 23.96 | 19.69 | 21.95 | 26.40 | 88.72 | 47.91 | 17.39 | 17.51 | 12.17 |
| Draw Down(%) | NA | 8.02 | 26.78 | 55.77 | NA | NA | NA | … | … | 8.02 | 23.80 | 9.08 | 22.88 | 22.69 | 43.66 | 47.79 | 14.11 | 27.31 | 6.80 |
| Yield(%) | 0.00 | 5.49 | 11.15 | 12.93 | 9.18 | 6.12 | 4.59 | … | … | 0.00 | 5.09 | 23.69 | 2.65 | 14.86 | 55.21 | 0.00 | 4.94 | 7.56 | 4.16 |
Data as of 06/04/2026, Common starting date is 04/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSLX (Transamerica Small Cap Value Class R) |
-7.98%
Sep 2017 – Sep 2020 |
1.69%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSLX (Transamerica Small Cap Value Class R) |
24.60%
Mar 2020 – Mar 2023 |
16.46%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart