Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRDIX (Transamerica Dividend Focused Class I2) | 16.05% | 23.97% | 17.50% | 8.64% | 8.27% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/11/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRDIX (Transamerica Dividend Focused Class I2) | 03/11/2015 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 23.97 | 17.50 | 8.64 | 8.27 | NA | NA | … | … | 16.05 | 11.16 | 16.62 | 6.17 | -11.25 | 22.45 | -7.52 | 23.48 | -12.21 | 16.22 | 15.02 | -0.43 |
| Sharpe Ratio | NA | 1.67 | 1.08 | 0.38 | 0.36 | NA | NA | … | … | 2.44 | 0.55 | 1.16 | 0.20 | -0.62 | 1.71 | -0.20 | 1.91 | -0.93 | 1.30 | 1.13 | -0.04 |
| Standard Deviation(%) | NA | 12.24 | 13.06 | 14.98 | 18.29 | NA | NA | … | … | 14.54 | 15.20 | 11.17 | 12.67 | 20.67 | 13.15 | 39.51 | 11.52 | 14.60 | 12.02 | 13.10 | 15.34 |
| Draw Down(%) | NA | 10.50 | 15.15 | 23.50 | 41.12 | NA | NA | … | … | 10.50 | 13.87 | 6.61 | 12.06 | 23.50 | 5.88 | 41.12 | 7.20 | 21.27 | 6.32 | 9.22 | 11.60 |
| Yield(%) | 0.00 | 1.53 | 4.66 | 5.67 | 7.60 | 5.52 | 4.14 | … | … | 0.33 | 1.62 | 9.54 | 1.97 | 1.86 | 18.61 | 1.97 | 15.99 | 15.04 | 9.21 | 16.78 | 16.27 |
Data as of 06/09/2026, Common starting date is 03/11/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRDIX (Transamerica Dividend Focused Class I2) |
-5.27%
Mar 2017 – Mar 2020 |
0.05%
Sep 2017 – Sep 2022 |
5.59%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRDIX (Transamerica Dividend Focused Class I2) |
18.45%
May 2023 – May 2026 |
12.25%
Mar 2020 – Mar 2025 |
8.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart