Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAGDX (Transamerica Large Growth Fund R6) | -1.36% | 10.51% | 23.08% | 6.27% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAGDX (Transamerica Large Growth Fund R6) | 05/28/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.51 | 10.51 | 23.08 | 6.27 | NA | NA | NA | … | … | -1.36 | 19.80 | 37.31 | 43.61 | -46.36 | 9.10 |
| Sharpe Ratio | NA | 0.44 | 0.83 | 0.13 | NA | NA | NA | … | … | -0.19 | 0.60 | 1.57 | 1.71 | -1.07 | 0.74 |
| Standard Deviation(%) | NA | 21.82 | 24.29 | 29.48 | NA | NA | NA | … | … | 24.46 | 28.53 | 21.46 | 23.56 | 44.66 | 21.28 |
| Draw Down(%) | NA | 21.16 | 28.89 | 52.77 | NA | NA | NA | … | … | 17.65 | 28.89 | 11.97 | 17.48 | 47.62 | 14.48 |
| Yield(%) | 0.00 | 29.84 | 23.20 | 12.27 | 6.17 | 4.12 | 3.09 | … | … | 0.00 | 31.81 | 24.90 | 0.00 | 0.75 | 21.26 |
Data as of 06/09/2026, Common starting date is 05/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAGDX (Transamerica Large Growth Fund R6) |
-6.15%
Jul 2021 – Jul 2024 |
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 |
|---|---|---|---|---|
| TAGDX (Transamerica Large Growth Fund R6) |
33.18%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart