Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSLRX (TRANSAMERICA SMALL CAP VALUE R6) | -0.99% | 2.87% | 8.54% | 14.64% | NA | NA | NA | 7.52% |
Data as of 07/14/2025, AR inception is 07/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSLRX (TRANSAMERICA SMALL CAP VALUE R6) | 07/28/2016 | 07/14/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 2.87 | 8.54 | 14.64 | NA | NA | NA | 7.52 | -0.99 | 12.65 | 8.76 | -12.40 | 31.02 | 6.23 | 21.07 | -18.88 | 8.99 | 12.82 |
| Sharpe Ratio | NA | 0.08 | 0.20 | 0.28 | NA | NA | NA | 0.13 | -0.19 | 0.46 | 0.24 | -0.53 | 0.35 | 0.12 | 1.13 | -1.16 | 0.64 | 2.41 |
| Standard Deviation(%) | NA | 24.85 | 23.09 | 45.27 | NA | NA | NA | 38.17 | 28.03 | 19.56 | 21.82 | 26.27 | 89.15 | 47.87 | 17.33 | 17.53 | 13.14 | 13.36 |
| Draw Down(%) | NA | 26.71 | 26.71 | 55.47 | NA | NA | NA | 55.47 | 23.85 | 8.99 | 22.56 | 22.41 | 43.83 | 47.68 | 14.20 | 27.30 | 6.76 | 6.84 |
| Yield(%) | 0.00 | 22.51 | 14.54 | 22.94 | 10.47 | 6.98 | 5.23 | 13.08 | 0.00 | 24.49 | 3.13 | 15.24 | 55.65 | 0.27 | 4.87 | 8.06 | 4.62 | 0.46 |
Data as of 07/14/2025, AR inception is 07/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSLRX (TRANSAMERICA SMALL CAP VALUE R6) |
-12.66%
Mar 2017 - Mar 2020 |
2.11%
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 |
|---|---|---|---|---|
| TSLRX (TRANSAMERICA SMALL CAP VALUE R6) |
25.23%
Mar 2020 - Mar 2023 |
17.02%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart