Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSTFX (Transamerica Stock Index Class R4) | 6.69% | 12.93% | 18.89% | 16.07% | NA | NA | NA | 14.41% |
Data as of 07/11/2025, AR inception is 05/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSTFX (Transamerica Stock Index Class R4) | 05/04/2017 | 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 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 12.93 | 18.89 | 16.07 | NA | NA | NA | 14.41 | 6.69 | 24.62 | 25.99 | -18.27 | 28.36 | 18.10 | 31.14 | -4.71 | 13.20 |
| Sharpe Ratio | NA | 0.49 | 0.90 | 0.79 | NA | NA | NA | 0.64 | 0.43 | 1.65 | 1.70 | -0.82 | 2.16 | 0.51 | 2.44 | -0.36 | 2.99 |
| Standard Deviation(%) | NA | 19.77 | 17.20 | 17.40 | NA | NA | NA | 19.28 | 23.57 | 12.70 | 13.27 | 24.17 | 13.12 | 34.52 | 12.14 | 17.02 | 6.68 |
| Draw Down(%) | NA | 18.75 | 18.75 | 24.66 | NA | NA | NA | 33.76 | 18.75 | 8.47 | 10.02 | 24.66 | 5.16 | 33.76 | 6.38 | 19.44 | 2.08 |
| Yield(%) | 0.00 | 2.44 | 4.88 | 6.08 | 5.23 | 3.49 | 2.62 | 6.54 | 0.28 | 3.18 | 5.22 | 5.15 | 7.61 | 5.23 | 6.93 | 4.24 | 2.53 |
Data as of 07/11/2025, AR inception is 05/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSTFX (Transamerica Stock Index Class R4) |
7.41%
Dec 2019 - Dec 2022 |
8.95%
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 |
|---|---|---|---|---|
| TSTFX (Transamerica Stock Index Class R4) |
25.74%
Dec 2018 - Dec 2021 |
18.27%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart