Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWQCX (TRANSAMERICA LARGE CAP VALUE C) | 8.53% | 8.94% | 6.83% | 11.28% | 6.89% | NA | NA | 9.45% |
Data as of 08/01/2025, AR inception is 11/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWQCX (TRANSAMERICA LARGE CAP VALUE C) | 11/17/2010 | 08/01/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.71 | 8.94 | 6.83 | 11.28 | 6.89 | NA | NA | 9.45 | 8.53 | 13.73 | 3.98 | -13.21 | 27.59 | 0.09 | 16.73 | -11.38 | 11.31 | 20.50 | 1.56 | 7.80 | 34.54 | 15.62 | -1.90 | 7.43 |
| Sharpe Ratio | NA | 0.35 | 0.22 | 0.58 | 0.28 | NA | NA | 0.44 | 0.64 | 0.67 | -0.02 | -0.69 | 2.02 | 0.00 | 1.09 | -0.78 | 0.60 | 1.40 | 0.10 | 0.70 | 3.15 | 1.21 | -0.08 | 7.17 |
| Standard Deviation(%) | NA | 16.43 | 15.48 | 16.12 | 19.30 | NA | NA | 18.06 | 19.00 | 10.64 | 13.91 | 21.17 | 13.63 | 37.73 | 14.04 | 16.43 | 17.79 | 14.54 | 15.49 | 11.12 | 10.94 | 12.97 | 23.73 | 11.50 |
| Draw Down(%) | NA | 17.15 | 17.15 | 19.27 | 45.50 | NA | NA | 45.50 | 15.35 | 7.63 | 10.59 | 19.27 | 6.00 | 42.05 | 12.63 | 22.18 | 10.37 | 9.67 | 14.74 | 8.25 | 5.02 | 10.42 | 21.72 | 1.78 |
| Yield(%) | 0.00 | 0.06 | 0.15 | 0.27 | 4.46 | 6.85 | 5.14 | 7.34 | 0.03 | 0.08 | 0.25 | 0.14 | 0.05 | 0.87 | 4.20 | 9.29 | 12.03 | 9.98 | 11.13 | 9.53 | 21.23 | 7.20 | 0.78 | 0.00 |
Data as of 08/01/2025, AR inception is 11/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWQCX (TRANSAMERICA LARGE CAP VALUE C) |
-8.68%
Mar 2017 - Mar 2020 |
-1.26%
Mar 2015 - Mar 2020 |
5.76%
Dec 2013 - Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWQCX (TRANSAMERICA LARGE CAP VALUE C) |
21.78%
Sep 2011 - Sep 2014 |
16.60%
Sep 2011 - Sep 2016 |
12.18%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart