Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVTRX (TRANSAMERICA MID CAP VALUE OPPORTUNITIES R6) | 4.27% | 10.46% | 10.36% | -0.55% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/27/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVTRX (TRANSAMERICA MID CAP VALUE OPPORTUNITIES R6) | 07/27/2016 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 10.46 | 10.36 | -0.55 | NA | NA | NA | … | … | 4.27 | 9.98 | 7.41 | 10.49 | -11.71 | -1.52 | 4.22 | 24.83 | -8.31 | 9.80 | 5.63 |
| Sharpe Ratio | NA | 0.74 | 0.55 | -0.17 | NA | NA | NA | … | … | 0.50 | 0.42 | 0.32 | 0.47 | -0.64 | -0.05 | 0.10 | 2.02 | -0.71 | 0.69 | 1.34 |
| Standard Deviation(%) | NA | 13.24 | 14.21 | 19.34 | NA | NA | NA | … | … | 13.43 | 17.10 | 11.96 | 14.54 | 20.70 | 28.32 | 40.94 | 11.56 | 13.66 | 13.23 | 9.85 |
| Draw Down(%) | NA | 9.55 | 15.13 | 34.39 | NA | NA | NA | … | … | 9.55 | 13.37 | 7.77 | 13.41 | 18.30 | 23.41 | 44.16 | 7.34 | 18.75 | 7.21 | 4.37 |
| Yield(%) | 0.00 | 15.69 | 10.62 | 4.81 | 6.28 | 4.18 | 3.14 | … | … | 0.00 | 16.30 | 9.72 | 5.22 | 1.06 | 0.64 | 1.01 | 4.77 | 7.48 | 8.22 | 8.15 |
Data as of 06/10/2026, Common starting date is 07/27/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVTRX (TRANSAMERICA MID CAP VALUE OPPORTUNITIES R6) |
-6.80%
Mar 2017 – Mar 2020 |
-0.38%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVTRX (TRANSAMERICA MID CAP VALUE OPPORTUNITIES R6) |
13.62%
May 2018 – May 2021 |
11.01%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart