Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWQAX (TRANSAMERICA LARGE CAP VALUE A) | 8.63% | 29.03% | 20.26% | 10.38% | 10.17% | 10.97% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWQAX (TRANSAMERICA LARGE CAP VALUE A) | 11/17/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 29.03 | 20.26 | 10.38 | 10.17 | 10.97 | NA | … | … | 8.63 | 23.52 | 16.78 | 12.78 | -12.56 | 28.61 | 0.83 | 17.52 | -10.63 | 12.03 | 21.29 | 2.29 | 8.58 | 35.48 | 16.30 | -1.38 | 7.53 |
| Sharpe Ratio | NA | 2.53 | 1.37 | 0.53 | 0.45 | NA | NA | … | … | 1.64 | 1.31 | 1.25 | 0.74 | -0.66 | 2.10 | 0.02 | 1.14 | -0.74 | 0.64 | 1.44 | 0.15 | 0.77 | 3.24 | 1.27 | -0.06 | 7.31 |
| Standard Deviation(%) | NA | 11.15 | 12.88 | 15.07 | 18.80 | NA | NA | … | … | 12.76 | 15.86 | 10.49 | 12.43 | 21.27 | 13.59 | 37.76 | 14.07 | 16.37 | 17.89 | 14.59 | 15.44 | 11.10 | 10.95 | 12.93 | 23.71 | 11.47 |
| Draw Down(%) | NA | 7.70 | 15.28 | 18.90 | 44.63 | NA | NA | … | … | 7.70 | 15.19 | 6.75 | 10.40 | 18.90 | 5.89 | 42.02 | 12.37 | 22.01 | 10.45 | 9.65 | 14.65 | 8.20 | 5.01 | 10.23 | 21.52 | 1.78 |
| Yield(%) | 0.00 | 4.23 | 5.65 | 3.45 | 5.70 | 7.98 | 6.66 | … | … | 0.12 | 4.47 | 3.12 | 8.77 | 0.84 | 0.62 | 1.59 | 5.05 | 9.97 | 12.63 | 10.47 | 11.83 | 10.28 | 21.89 | 7.83 | 1.29 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWQAX (TRANSAMERICA LARGE CAP VALUE A) |
-8.03%
Mar 2017 – Mar 2020 |
-0.59%
Mar 2015 – Mar 2020 |
6.57%
Oct 2013 – Oct 2023 |
10.19%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWQAX (TRANSAMERICA LARGE CAP VALUE A) |
22.58%
Sep 2011 – Sep 2014 |
17.37%
Sep 2011 – Sep 2016 |
12.97%
Sep 2011 – Sep 2021 |
10.84%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart