Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSVIX (TRANSAMERICA SMALL/MID CAP VALUE I) | 11.09% | 24.68% | 14.37% | 3.25% | 8.24% | 8.72% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSVIX (TRANSAMERICA SMALL/MID CAP VALUE I) | 12/04/2009 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 24.68 | 14.37 | 3.25 | 8.24 | 8.72 | NA | … | … | 11.09 | 9.82 | 8.87 | 12.35 | -15.51 | 15.21 | 3.63 | 25.26 | -11.56 | 15.53 | 21.25 | -2.71 | 4.97 | 36.62 | 16.18 | -2.85 | 29.99 | 4.58 |
| Sharpe Ratio | NA | 1.58 | 0.71 | 0.04 | 0.32 | NA | NA | … | … | 1.92 | 0.35 | 0.38 | 0.56 | -0.75 | 0.80 | 0.08 | 1.83 | -0.89 | 0.77 | 1.18 | -0.17 | 0.35 | 2.62 | 1.00 | -0.09 | 1.18 | 5.74 |
| Standard Deviation(%) | NA | 13.60 | 16.06 | 18.11 | 21.16 | NA | NA | … | … | 13.20 | 19.71 | 13.90 | 15.72 | 22.55 | 18.88 | 42.40 | 13.02 | 14.67 | 19.42 | 17.89 | 16.02 | 14.06 | 13.97 | 16.35 | 31.81 | 25.40 | 15.19 |
| Draw Down(%) | NA | 8.84 | 19.70 | 27.88 | 44.40 | NA | NA | … | … | 8.84 | 17.09 | 8.00 | 13.34 | 18.51 | 12.36 | 44.09 | 8.47 | 22.01 | 11.46 | 14.91 | 14.99 | 12.55 | 6.68 | 12.65 | 29.34 | 23.10 | 2.40 |
| Yield(%) | 0.00 | 10.44 | 9.57 | 4.67 | 6.78 | 7.73 | 8.27 | … | … | 0.00 | 10.23 | 11.90 | 5.23 | 0.84 | 0.42 | 0.79 | 4.25 | 9.82 | 13.34 | 7.07 | 8.47 | 10.25 | 10.75 | 0.97 | 5.17 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSVIX (TRANSAMERICA SMALL/MID CAP VALUE I) |
-6.64%
Mar 2017 – Mar 2020 |
-0.60%
Mar 2015 – Mar 2020 |
5.19%
Oct 2013 – Oct 2023 |
7.73%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSVIX (TRANSAMERICA SMALL/MID CAP VALUE I) |
22.33%
Sep 2011 – Sep 2014 |
17.94%
Jun 2010 – Jun 2015 |
13.60%
Sep 2011 – Sep 2021 |
10.42%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart