Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWQIX (TRANSAMERICA LARGE CAP VALUE I) | 9.37% | 11.63% | 15.98% | 16.04% | 9.75% | NA | NA | 11.99% |
Data as of 07/17/2025, AR inception is 11/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWQIX (TRANSAMERICA LARGE CAP VALUE I) | 11/17/2010 | 07/17/2025 |
| 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 (%) | -0.44 | 11.63 | 15.98 | 16.04 | 9.75 | NA | NA | 11.99 | 9.37 | 17.16 | 13.22 | -7.03 | 31.13 | 1.33 | 17.99 | -10.47 | 12.39 | 21.47 | 2.56 | 8.97 | 35.84 | 16.87 | -0.96 | 7.53 |
| Sharpe Ratio | NA | 0.66 | 0.82 | 0.94 | 0.44 | NA | NA | 0.58 | 0.81 | 1.00 | 0.73 | -0.40 | 2.27 | 0.03 | 1.18 | -0.72 | 0.66 | 1.46 | 0.16 | 0.81 | 3.29 | 1.32 | -0.04 | 7.25 |
| Standard Deviation(%) | NA | 16.35 | 15.02 | 15.84 | 19.20 | NA | NA | 18.01 | 19.69 | 10.53 | 12.40 | 20.89 | 13.73 | 37.91 | 14.07 | 16.39 | 17.90 | 14.55 | 15.42 | 11.03 | 10.90 | 12.89 | 23.78 | 11.57 |
| Draw Down(%) | NA | 15.24 | 15.24 | 18.58 | 44.25 | NA | NA | 44.25 | 15.14 | 6.79 | 10.31 | 18.58 | 5.90 | 41.99 | 12.31 | 21.98 | 10.39 | 9.60 | 14.54 | 8.18 | 5.00 | 10.22 | 21.35 | 1.78 |
| Yield(%) | 0.00 | 2.68 | 6.47 | 6.11 | 6.93 | 9.41 | 7.06 | 10.08 | 0.27 | 3.35 | 8.96 | 6.09 | 3.01 | 1.90 | 5.36 | 10.20 | 12.87 | 10.61 | 12.06 | 10.49 | 22.16 | 8.19 | 1.61 | 0.00 |
Data as of 07/17/2025, 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 |
|---|---|---|---|---|
| TWQIX (TRANSAMERICA LARGE CAP VALUE I) |
-7.70%
Mar 2017 - Mar 2020 |
-0.28%
Mar 2015 - Mar 2020 |
7.71%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWQIX (TRANSAMERICA LARGE CAP VALUE I) |
23.02%
Sep 2011 - Sep 2014 |
19.49%
Mar 2020 - Mar 2025 |
13.33%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart