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DVEGX: TRANSAMERICA PARTNERS LARGE GROWTH TRANSAMERICA PARTNERS LARGE GROWTH (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/21/1994 |
| Last Dividend Date: | 03/08/2017 |
| 12-Mo. Yield | 10.54% |
| Expenses | 1.24% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/21/1994 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.9 | 6.5 | 12.5 | 4.5 | 6.6 | 5.0 | 6.9 | 9.3 | 0.5 | 8.3 | 9.9 | 34.5 | 13.8 | -2.0 | 16.0 | 34.6 | -40.2 | -0.9 | 3.6 | 7.0 | 7.2 | 25.8 | -23.5 | -20.8 | -16.8 | 37.1 | 36.0 | 26.4 | 18.1 | 17.8 | 2.4 |
| Sharpe Ratio | NA | 1.68 | 0.46 | 0.92 | 0.2 | NA | NA | 0.26 | 3.28 | 0.02 | 0.49 | 0.7 | 2.87 | 0.96 | -0.08 | 0.83 | 1.35 | -1.09 | -0.2 | 0.02 | 0.43 | 0.51 | 1.5 | -1.01 | -0.93 | -0.8 | 1.63 | 1.4 | 1.1 | 0.72 | 0.86 | 20.23 |
| Draw Down(%) | NA | 2.6 | 18.0 | 18.0 | 58.8 | NA | NA | 65.5 | 0.9 | 14.9 | 12.8 | 9.3 | 6.2 | 12.0 | 20.4 | 16.7 | 22.3 | 49.0 | 15.8 | 11.9 | 7.8 | 12.4 | 11.0 | 30.1 | 37.0 | 24.5 | 10.6 | 23.1 | 12.7 | 15.8 | 11.7 | 0.1 |
| Standard Deviation(%) | NA | 5.6 | 13.5 | 13.4 | 20.9 | NA | NA | 20.1 | 3.3 | 15.1 | 16.8 | 14.0 | 12.0 | 14.4 | 25.8 | 19.0 | 25.5 | 37.8 | 19.1 | 12.5 | 11.1 | 12.2 | 16.7 | 24.3 | 25.1 | 26.3 | 20.8 | 23.3 | 20.8 | 20.1 | 16.3 | 8.1 |
| Treynor Ratio | NA | 0.26 | 0.07 | 0.13 | 0.04 | NA | NA | 0.06 | 0.81 | 0.0 | 0.08 | 0.1 | 0.35 | 0.14 | -0.02 | 0.16 | 0.34 | -0.41 | -0.04 | 0.0 | 0.05 | 0.08 | 0.29 | -0.33 | -0.34 | -0.29 | 0.36 | 0.36 | 0.26 | 0.15 | 0.15 | 1.59 |
| Alpha | NA | 0.0 | -0.02 | -0.01 | -0.01 | NA | NA | 0.01 | 0.02 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.02 | 0.0 | -0.02 | -0.04 | 0.01 | -0.01 | 0.0 | 0.01 | 0.02 | 0.0 | -0.02 | 0.07 | 0.02 | 0.03 | 0.01 | -0.04 | 0.42 |
| Beta | NA | 0.36 | 0.92 | 0.95 | 0.98 | NA | NA | 0.87 | 0.13 | 1.01 | 1.03 | 1.02 | 0.98 | 0.97 | 0.97 | 0.98 | 1.03 | 1.0 | 0.87 | 0.93 | 0.88 | 0.81 | 0.85 | 0.75 | 0.68 | 0.72 | 0.93 | 0.91 | 0.88 | 0.96 | 0.92 | 1.04 |
| RSquared | NA | 0.35 | 0.88 | 0.92 | 0.93 | NA | NA | 0.86 | 0.12 | 0.98 | 0.98 | 0.98 | 0.96 | 0.96 | 0.99 | 0.98 | 0.98 | 0.97 | 0.59 | 0.93 | 0.87 | 0.93 | 0.97 | 0.95 | 0.92 | 0.89 | 0.9 | 0.88 | 0.72 | 0.46 | 0.34 | 0.44 |
| Yield(%) | N/A | 10.5 | 9.2 | 8.3 | 3.6 | 4.1 | 3.9 | N/A | 5.5 | 6.2 | 6.3 | 12.5 | 0.1 | 0.1 | 0.0 | 0.0 | 0.6 | 1.0 | 0.0 | 0.0 | 0.5 | 0.1 | 0.0 | 0.6 | 2.0 | 4.8 | 5.1 | 4.2 | 4.1 | 9.5 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | 102.8 | 23078.4 | 2839.6 | 90.9 | N/A | N/A | N/A | -13.3 | -1.8 | -50.6 | 27400.0 | -45.8 | N/A | -100.0 | -92.3 | -61.2 | 2412.5 | 0.0 | -90.7 | 681.8 | 1000.0 | -99.2 | -73.2 | -69.0 | 25.5 | 57.9 | 25.1 | -53.3 | 8985.7 | 250.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/1994
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See LARGE GROWTH Asset Class Trend Rankings |
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