Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSPIX (Transamerica Small Cap Growth I2) | -4.95% | -2.12% | 5.57% | 5.95% | NA | NA | NA | 6.28% |
Data as of 07/11/2025, AR inception is 11/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSPIX (Transamerica Small Cap Growth I2) | 11/14/2019 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | -2.12 | 5.57 | 5.95 | NA | NA | NA | 6.28 | -4.95 | -6.57 | 16.32 | -33.56 | 5.73 | 22.21 | -3.59 |
| Sharpe Ratio | NA | -0.23 | 0.10 | 0.15 | NA | NA | NA | 0.14 | -0.49 | -0.60 | 0.66 | -1.18 | 0.26 | 0.56 | -1.53 |
| Standard Deviation(%) | NA | 22.88 | 21.24 | 22.34 | NA | NA | NA | 26.07 | 25.30 | 22.09 | 18.44 | 29.81 | 21.69 | 38.74 | 17.44 |
| Draw Down(%) | NA | 26.07 | 26.07 | 37.69 | NA | NA | NA | 37.69 | 24.10 | 18.28 | 14.89 | 34.95 | 18.17 | 37.41 | 6.29 |
| Yield(%) | 0.00 | 11.43 | 7.09 | 8.94 | 4.90 | 3.27 | 2.45 | 9.80 | 0.00 | 11.94 | 5.18 | 2.78 | 12.06 | 9.85 | 6.57 |
Data as of 07/11/2025, AR inception is 11/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSPIX (Transamerica Small Cap Growth I2) |
-6.19%
Oct 2021 - Oct 2024 |
5.39%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSPIX (Transamerica Small Cap Growth I2) |
15.07%
Mar 2020 - Mar 2023 |
9.97%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart