Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSMVX (TRANSAMERICA SMALL/MID CAP VALUE I2) | 0.69% | 0.59% | 1.70% | 7.63% | 6.02% | 9.05% | NA | 7.45% |
Data as of 08/01/2025, AR inception is 12/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSMVX (TRANSAMERICA SMALL/MID CAP VALUE I2) | 12/12/2006 | 08/01/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.88 | 0.59 | 1.70 | 7.63 | 6.02 | 9.05 | NA | 7.45 | 0.69 | 8.96 | 8.35 | -15.50 | 15.36 | 3.76 | 25.19 | -11.48 | 15.65 | 21.33 | -2.59 | 5.10 | 36.70 | 16.33 | -2.76 | 30.17 | 43.45 | -38.49 | 9.53 | -2.07 |
| Sharpe Ratio | NA | 0.11 | 0.02 | 0.34 | 0.23 | NA | NA | 0.27 | 0.26 | 0.11 | 0.26 | -0.75 | 0.81 | 0.08 | 1.83 | -0.87 | 0.77 | 1.18 | -0.16 | 0.36 | 2.63 | 1.01 | -0.09 | 1.18 | 1.23 | -0.92 | 0.30 | -3.27 |
| Standard Deviation(%) | NA | 24.80 | 20.08 | 20.07 | 22.08 | NA | NA | 24.12 | 21.13 | 21.32 | 15.90 | 22.58 | 18.94 | 42.41 | 13.03 | 14.70 | 19.51 | 17.87 | 16.04 | 14.03 | 13.94 | 16.31 | 31.80 | 25.44 | 35.24 | 42.63 | 21.75 | 11.91 |
| Draw Down(%) | NA | 23.24 | 23.24 | 27.81 | 44.38 | NA | NA | 61.77 | 17.05 | 11.22 | 13.31 | 18.50 | 12.35 | 44.06 | 8.46 | 21.98 | 11.50 | 14.93 | 14.97 | 12.50 | 6.63 | 12.60 | 29.31 | 23.08 | 27.75 | 54.50 | 19.47 | 2.61 |
| Yield(%) | 0.00 | 11.05 | 4.45 | 3.96 | 5.78 | 8.69 | 6.34 | 7.04 | 0.00 | 11.99 | 1.31 | 0.85 | 0.54 | 0.89 | 4.19 | 9.90 | 13.42 | 7.18 | 8.57 | 10.33 | 10.85 | 1.07 | 5.18 | 0.00 | 0.00 | 2.09 | 1.34 | 1.21 |
Data as of 08/01/2025, AR inception is 12/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSMVX (TRANSAMERICA SMALL/MID CAP VALUE I2) |
-8.11%
Aug 2007 - Aug 2010 |
-0.52%
Mar 2015 - Mar 2020 |
5.28%
Oct 2013 - Oct 2023 |
6.22%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSMVX (TRANSAMERICA SMALL/MID CAP VALUE I2) |
33.98%
Feb 2009 - Feb 2012 |
28.47%
Feb 2009 - Feb 2014 |
17.52%
Feb 2009 - Feb 2019 |
12.91%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart