Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOTRX (Transamerica Mid Cap Value Opport Class) | 4.17% | 9.99% | 9.84% | -1.05% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/24/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOTRX (Transamerica Mid Cap Value Opport Class) | 03/24/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 9.99 | 9.84 | -1.05 | NA | NA | NA | … | … | 4.17 | 9.42 | 6.84 | 9.96 | -12.19 | -2.12 | 3.75 | 24.89 | -8.75 | 5.34 |
| Sharpe Ratio | NA | 0.71 | 0.51 | -0.19 | NA | NA | NA | … | … | 0.49 | 0.38 | 0.27 | 0.44 | -0.66 | -0.08 | 0.09 | 2.03 | -0.75 | 0.46 |
| Standard Deviation(%) | NA | 13.22 | 14.26 | 19.23 | NA | NA | NA | … | … | 13.38 | 17.18 | 12.01 | 14.60 | 20.76 | 27.82 | 40.93 | 11.56 | 13.58 | 13.45 |
| Draw Down(%) | NA | 9.55 | 15.27 | 34.88 | NA | NA | NA | … | … | 9.55 | 13.46 | 7.81 | 13.51 | 18.50 | 23.48 | 44.20 | 7.36 | 18.75 | 6.48 |
| Yield(%) | 0.00 | 15.19 | 10.06 | 4.39 | 4.57 | 3.05 | 2.29 | … | … | 0.00 | 15.75 | 9.07 | 4.70 | 0.57 | 0.00 | 0.55 | 4.65 | 6.91 | 7.14 |
Data as of 06/10/2026, Common starting date is 03/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTRX (Transamerica Mid Cap Value Opport Class) |
-6.97%
Jun 2021 – Jun 2024 |
-0.88%
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 |
|---|---|---|---|---|
| TOTRX (Transamerica Mid Cap Value Opport Class) |
13.25%
May 2018 – May 2021 |
9.65%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart