Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSLCX (TRANSAMERICA SMALL CAP VALUE C) | -1.78% | 0.90% | -1.99% | -5.05% | -4.01% | NA | NA | -0.87% |
Data as of 07/24/2025, AR inception is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSLCX (TRANSAMERICA SMALL CAP VALUE C) | 05/01/2012 | 07/24/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 0.90 | -1.99 | -5.05 | -4.01 | NA | NA | -0.87 | -1.78 | -14.12 | 7.44 | -28.79 | -31.24 | 5.07 | 19.62 | -19.85 | 7.81 | 17.67 | -13.41 | 1.20 | 37.14 | 1.04 |
| Sharpe Ratio | NA | -0.17 | -0.17 | -0.19 | -0.19 | NA | NA | -0.07 | -0.31 | -0.63 | 0.15 | -0.95 | -0.49 | 0.10 | 1.05 | -1.21 | 0.51 | 1.08 | -0.87 | 0.09 | 2.84 | 0.10 |
| Standard Deviation(%) | NA | 23.23 | 24.94 | 36.43 | 31.35 | NA | NA | 28.10 | 25.32 | 32.64 | 21.98 | 31.79 | 63.86 | 47.93 | 17.41 | 17.56 | 14.05 | 16.23 | 15.51 | 13.62 | 13.07 | 15.55 |
| Draw Down(%) | NA | 26.87 | 36.16 | 67.22 | 67.22 | NA | NA | 67.22 | 23.72 | 29.07 | 23.42 | 31.92 | 48.50 | 47.84 | 14.67 | 27.95 | 6.80 | 12.26 | 17.03 | 13.20 | 6.11 | 11.80 |
| Yield(%) | 0.00 | 23.52 | 7.84 | 3.86 | 3.51 | 4.05 | 3.04 | 4.67 | 0.00 | 25.54 | 2.17 | 0.32 | 0.00 | 0.00 | 3.76 | 7.48 | 4.20 | 0.02 | 7.44 | 9.27 | 8.24 | 0.24 |
Data as of 07/24/2025, AR inception is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSLCX (TRANSAMERICA SMALL CAP VALUE C) |
-25.16%
Apr 2021 - Apr 2024 |
-14.51%
May 2018 - May 2023 |
-6.48%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSLCX (TRANSAMERICA SMALL CAP VALUE C) |
13.91%
Jun 2012 - Jun 2015 |
9.61%
Nov 2012 - Nov 2017 |
0.32%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart