See what your fund actually adds
Transamerica Large Value Opportunities Fund Class R TLORX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | TLORX | Replication |
|---|---|---|
| Annualized growth | -7.0% | -32.6% |
| Annualized volatility | 6.8% | 7.0% |
| Sharpe ratio | -1.04 | -5.57 |
| Maximum drawdown | 2.7% | 5.5% |
| Replication fit (R²) | 0.82 · Tracking error 2.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model TLORX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SCHD | Factor · Dividend | 100.0% |