Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TSLIX (TRANSAMERICA SMALL CAP VALUE I) | -0.20% | 1.40% | -0.22% | -3.32% | -2.52% | NA | NA | 0.49% |
Data as of 07/25/2025, AR inception is 05/01/2012
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TSLIX (TRANSAMERICA SMALL CAP VALUE I) | 05/01/2012 | 07/25/2025 |
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 (%) | 2.00 | 1.40 | -0.22 | -3.32 | -2.52 | NA | NA | 0.49 | -0.20 | -11.42 | 8.44 | -27.54 | -28.73 | 5.91 | 20.84 | -18.77 | 9.00 | 18.73 | -12.55 | 2.17 | 38.51 | 1.63 |
Sharpe Ratio | NA | -0.12 | -0.11 | -0.15 | -0.15 | NA | NA | -0.03 | -0.28 | -0.58 | 0.19 | -0.93 | -0.46 | 0.12 | 1.12 | -1.15 | 0.59 | 1.15 | -0.81 | 0.16 | 2.94 | 0.16 |
Standard Deviation(%) | NA | 23.23 | 24.60 | 35.72 | 30.95 | NA | NA | 27.77 | 25.33 | 31.02 | 21.80 | 31.12 | 62.27 | 47.99 | 17.33 | 17.51 | 14.31 | 16.15 | 15.62 | 13.64 | 13.08 | 15.52 |
Draw Down(%) | NA | 26.75 | 34.52 | 65.40 | 65.40 | NA | NA | 65.40 | 23.68 | 27.52 | 22.70 | 30.76 | 47.17 | 47.90 | 14.20 | 27.18 | 6.72 | 12.20 | 16.63 | 12.88 | 6.00 | 11.70 |
Yield(%) | 0.00 | 21.68 | 7.33 | 3.98 | 3.95 | 4.57 | 3.43 | 5.27 | 0.00 | 24.13 | 0.00 | 0.85 | 0.86 | 0.17 | 4.80 | 8.11 | 4.60 | 0.99 | 8.30 | 10.14 | 9.06 | 0.83 |
Data as of 07/25/2025, 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 |
---|---|---|---|---|
TSLIX (TRANSAMERICA SMALL CAP VALUE I) |
-23.58%
Apr 2021 - Apr 2024 |
-13.04%
May 2018 - May 2023 |
-5.22%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TSLIX (TRANSAMERICA SMALL CAP VALUE I) |
14.98%
Jun 2012 - Jun 2015 |
10.68%
Nov 2012 - Nov 2017 |
1.54%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart