Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWQZX (TRANSAMERICA LARGE CAP VALUE I2) | 8.71% | 28.83% | 20.37% | 10.86% | 10.44% | 11.45% | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWQZX (TRANSAMERICA LARGE CAP VALUE I2) | 11/17/2010 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 28.83 | 20.37 | 10.86 | 10.44 | 11.45 | NA | … | … | 8.71 | 23.95 | 17.19 | 13.20 | -12.22 | 29.07 | 1.28 | 18.09 | -10.40 | 12.49 | 21.57 | 2.66 | 9.10 | 35.87 | 16.97 | -0.80 | 7.53 |
| Sharpe Ratio | NA | 2.32 | 1.33 | 0.53 | 0.47 | NA | NA | … | … | 1.35 | 1.33 | 1.30 | 0.77 | -0.65 | 2.13 | 0.03 | 1.18 | -0.72 | 0.66 | 1.46 | 0.17 | 0.82 | 3.30 | 1.32 | -0.04 | 7.22 |
| Standard Deviation(%) | NA | 11.31 | 12.85 | 15.07 | 18.83 | NA | NA | … | … | 12.76 | 15.90 | 10.48 | 12.45 | 21.19 | 13.61 | 37.86 | 14.03 | 16.39 | 17.96 | 14.62 | 15.45 | 11.10 | 10.86 | 12.97 | 23.66 | 11.62 |
| Draw Down(%) | NA | 7.61 | 15.21 | 18.70 | 44.16 | NA | NA | … | … | 7.61 | 15.14 | 6.76 | 10.25 | 18.70 | 5.92 | 41.94 | 12.30 | 21.96 | 10.46 | 9.60 | 14.52 | 8.16 | 4.93 | 10.29 | 21.34 | 1.78 |
| Yield(%) | 0.00 | 4.54 | 5.97 | 3.81 | 5.97 | 8.44 | 7.01 | … | … | 0.21 | 4.79 | 3.47 | 9.09 | 1.17 | 1.05 | 1.94 | 5.44 | 10.30 | 12.97 | 10.69 | 12.15 | 10.62 | 22.26 | 8.28 | 1.76 | 0.00 |
Data as of 06/09/2026, Common starting date is 11/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWQZX (TRANSAMERICA LARGE CAP VALUE I2) |
-7.64%
Mar 2017 – Mar 2020 |
-0.21%
Mar 2015 – Mar 2020 |
6.98%
Oct 2013 – Oct 2023 |
10.62%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWQZX (TRANSAMERICA LARGE CAP VALUE I2) |
23.11%
Sep 2011 – Sep 2014 |
17.83%
Sep 2011 – Sep 2016 |
13.41%
Sep 2011 – Sep 2021 |
11.28%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart