Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAAEX (Transamerica Capital Growth – Class R) | -2.75% | 2.91% | 22.53% | NA | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 02/21/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAAEX (Transamerica Capital Growth – Class R) | 02/21/2023 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.98 | 2.91 | 22.53 | NA | NA | NA | NA | … | … | -2.75 | 24.47 | 48.09 | 28.03 |
| Sharpe Ratio | NA | -0.13 | 0.59 | NA | NA | NA | NA | … | … | -0.55 | 0.65 | 1.51 | 1.00 |
| Standard Deviation(%) | NA | 29.46 | 31.03 | NA | NA | NA | NA | … | … | 33.76 | 33.87 | 27.70 | 28.85 |
| Draw Down(%) | NA | 29.17 | 32.36 | NA | NA | NA | NA | … | … | 21.44 | 32.36 | 12.67 | 24.92 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/15/2026, Common starting date is 02/21/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAEX (Transamerica Capital Growth – Class R) |
23.99%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAEX (Transamerica Capital Growth – Class R) |
28.66%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart