Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSMVX (TRANSAMERICA SMALL/MID CAP VALUE I2) | 10.00% | 23.58% | 14.11% | 3.14% | 8.22% | 8.74% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSMVX (TRANSAMERICA SMALL/MID CAP VALUE I2) | 12/12/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 23.58 | 14.11 | 3.14 | 8.22 | 8.74 | NA | … | … | 10.00 | 9.94 | 8.96 | 12.51 | -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 | 1.59 | 0.72 | 0.05 | 0.32 | NA | NA | … | … | 1.93 | 0.36 | 0.38 | 0.57 | -0.75 | 0.81 | 0.08 | 1.82 | -0.88 | 0.77 | 1.18 | -0.16 | 0.36 | 2.63 | 1.01 | -0.09 | 1.18 | 1.23 | -0.92 | 0.29 | -3.29 |
| Standard Deviation(%) | NA | 13.62 | 16.07 | 18.14 | 21.18 | NA | NA | … | … | 13.24 | 19.72 | 13.91 | 15.71 | 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 | 8.84 | 19.66 | 27.81 | 44.38 | NA | NA | … | … | 8.84 | 17.05 | 8.00 | 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 | 10.52 | 9.66 | 4.73 | 6.85 | 7.82 | 7.39 | … | … | 0.00 | 10.31 | 11.98 | 5.33 | 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 06/05/2026, Common starting date 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 |
13.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart