Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSLTX (TRANSAMERICA SMALL CAP VALUE I3) | -2.62% | -1.98% | 7.09% | 13.24% | NA | NA | NA | 7.17% |
Data as of 07/16/2025, AR inception is 08/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSLTX (TRANSAMERICA SMALL CAP VALUE I3) | 08/08/2017 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | -1.98 | 7.09 | 13.24 | NA | NA | NA | 7.17 | -2.62 | 12.59 | 8.84 | -12.52 | 31.10 | 6.24 | 20.91 | -18.91 | 13.88 |
| Sharpe Ratio | NA | 0.09 | 0.21 | 0.28 | NA | NA | NA | 0.12 | -0.20 | 0.46 | 0.24 | -0.53 | 0.35 | 0.12 | 1.12 | -1.16 | 2.25 |
| Standard Deviation(%) | NA | 23.41 | 22.65 | 45.24 | NA | NA | NA | 40.41 | 25.48 | 19.55 | 21.96 | 26.24 | 89.44 | 47.93 | 17.35 | 17.54 | 16.88 |
| Draw Down(%) | NA | 26.62 | 26.62 | 55.59 | NA | NA | NA | 55.59 | 23.75 | 9.06 | 22.59 | 22.45 | 43.96 | 47.68 | 14.17 | 27.35 | 5.02 |
| Yield(%) | 0.00 | 22.01 | 14.30 | 22.04 | 9.63 | 6.42 | 4.82 | 13.76 | 0.00 | 24.71 | 3.16 | 15.35 | 55.87 | 0.26 | 4.89 | 8.09 | 0.00 |
Data as of 07/16/2025, AR inception is 08/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSLTX (TRANSAMERICA SMALL CAP VALUE I3) |
-9.02%
Sep 2017 - Sep 2020 |
1.28%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSLTX (TRANSAMERICA SMALL CAP VALUE I3) |
25.27%
Mar 2020 - Mar 2023 |
17.03%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart