TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX)

Basic Info

TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE started on 06/21/1996
TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE is classified as asset class SMALL BLEND
TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE expense ratio is 1.46%
TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE rating is
Not Rated

TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) Dividend Info

TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) dividend growth in the last 12 months is NA

The trailing 12-month yield of TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE is 0.00%. its dividend history:

DateDividend
09/16/2016 0.024
06/17/2016 0.061
03/18/2016 0.047
12/11/2015 0.048
09/11/2015 0.032
06/12/2015 0.037
03/13/2015 0.031
12/12/2014 0.046
09/19/2014 0.037
06/20/2014 0.015
03/14/2014 0.031
12/13/2013 0.003
09/13/2013 0.028
06/14/2013 0.005
12/14/2012 0.068
09/14/2012 0.007
06/15/2012 0.007
12/18/2009 0.032
06/19/2009 0.018
03/20/2009 0.01
12/19/2008 0.053
09/05/2008 0.012
06/20/2008 0.02
03/20/2008 0.009
12/20/2007 0.831
09/12/2007 0.583
12/22/2006 2.81
09/08/2006 0.691
12/23/2005 2.257
09/09/2005 2.037
06/27/2002 0.075
09/14/2000 0.676
12/20/1999 1.659
12/18/1998 0.209
12/18/1997 0.899
12/19/1996 0.44

Dividend Growth History for TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2016
2016 $0.132 0.52% -10.81% -
2015 $0.148 0.51% 14.73% -10.81%
2014 $0.129 0.47% 258.33% 1.16%
2013 $0.036 0.17% -56.10% 54.20%
2012 $0.082 0.44% - 12.64%
2009 $0.06 0.51% -36.17% 11.92%
2008 $0.094 0.52% -93.35% 4.34%
2007 $1.414 5.93% -59.61% -23.16%
2006 $3.501 13.97% -18.47% -27.95%
2005 $4.294 16.55% - -27.13%
2002 $0.075 0.34% - 4.12%
2000 $0.676 2.81% -59.25% -9.70%
1999 $1.659 7.98% 693.78% -13.83%
1998 $0.209 1.02% -76.75% -2.52%
1997 $0.899 5.33% 104.32% -9.60%
1996 $0.44 2.72% - -5.84%

Dividend Growth Chart for TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX)

TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) Historical Returns And Risk Info

From 06/21/1996 to 10/31/2017, the compound annualized total return (dividend reinvested) of TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) is 5.957%. Its cumulative total return (dividend reinvested) is 243.742%.

From 06/21/1996 to 10/31/2017, the Maximum Drawdown of TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) is 65.3%.

From 06/21/1996 to 10/31/2017, the Sharpe Ratio of TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) is 0.12.

From 06/21/1996 to 10/31/2017, the Annualized Standard Deviation of TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) is 22.1%.

From 06/21/1996 to 10/31/2017, the Beta of TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) is 0.95.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
06/21/1996		 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return(%) 0.0 13.4 3.1 9.2 3.3 7.1 4.9 6.0 -1.2 22.5 -10.0 3.6 32.8 14.3 -2.8 29.1 26.8 -36.5 -16.8 11.1 9.9 12.0 43.2 -24.5 -3.7 -4.7 25.3 4.5 24.2 8.3
Sharpe Ratio NA 1.43 0.19 0.61 0.12 NA NA 0.12 -0.31 1.21 -0.62 0.24 2.32 0.91 -0.09 1.22 0.8 -0.88 -0.88 0.51 0.54 0.71 2.44 -1.12 -0.27 -0.29 1.37 0.05 -2.01 0.85
Draw Down(%) NA 4.6 24.7 24.7 63.7 NA NA 65.3 4.6 12.9 17.2 12.1 5.7 12.3 26.5 18.9 30.7 50.5 23.6 15.0 10.0 16.0 13.9 35.4 27.7 28.9 11.2 36.9 12.7 12.0
Standard Deviation(%) NA 9.0 15.1 14.8 24.8 NA NA 22.1 6.6 18.4 16.2 14.9 14.1 15.8 30.5 23.7 33.4 42.6 22.7 15.5 14.3 15.6 17.4 22.8 22.8 30.7 16.1 22.2 15.4 15.0
Treynor Ratio NA 0.24 0.03 0.09 0.03 NA NA 0.03 -0.06 0.21 -0.1 0.04 0.32 0.15 -0.03 0.29 0.29 -0.39 -0.2 0.08 0.08 0.11 0.44 -0.29 -0.06 -0.09 0.28 0.01 -0.34 0.18
Alpha NA 0.0 -0.03 -0.03 -0.04 NA NA -0.02 -0.03 0.01 -0.03 -0.01 -0.02 -0.01 0.0 0.01 -0.02 -0.01 -0.07 -0.02 0.01 -0.02 0.0 -0.03 -0.03 -0.01 0.05 0.06 0.01 0.06
Beta NA 0.54 0.94 0.97 0.96 NA NA 0.95 0.32 1.07 1.02 1.0 1.02 0.96 0.95 0.99 0.93 0.95 0.99 1.01 0.96 0.96 0.97 0.89 0.95 0.98 0.78 0.91 0.92 0.71
RSquare NA 0.43 0.84 0.89 0.93 NA NA 0.91 0.26 0.96 0.94 0.92 0.97 0.97 0.96 0.98 0.99 0.99 0.67 0.99 0.95 0.97 0.97 0.96 0.95 0.9 0.64 0.79 0.74 0.5
Yield(%) N/A 0.0 0.4 0.5 0.6 4.0 3.2 N/A 0.0 0.5 0.5 0.5 0.2 0.4 0.0 0.0 0.5 0.5 5.9 14.0 16.6 0.0 0.0 0.3 0.0 2.8 8.0 1.0 5.3 2.7
Dividend Growth(%) N/A -100.0 62.2 -48.6 -87.3 N/A N/A N/A -100.0 -10.8 14.7 258.3 -56.1 N/A N/A -100.0 -36.2 -93.4 -59.6 -18.5 N/A N/A -100.0 N/A -100.0 -59.3 693.8 -76.8 104.3 N/A

Return Calculator for TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX)

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TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) Historical Return Chart

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TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/21/1996 to 10/31/2017, the worst annualized return of 3-year rolling returns for TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) is -24.08%.
From 06/21/1996 to 10/31/2017, the worst annualized return of 5-year rolling returns for TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) is -11.33%.
From 06/21/1996 to 10/31/2017, the worst annualized return of 10-year rolling returns for TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) is -2.77%.
From 06/21/1996 to 10/31/2017, the worst annualized return of 20-year rolling returns for TRANSAMERICA PARTNERS SMALL CORE TRANSAMERICA PARTNERS SMALL CORE (DVPEX) is 4.7%.

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