Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAAFX (Transamerica Asset Allocation Inter Hori) | 3.42% | 10.77% | 10.98% | 4.32% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAAFX (Transamerica Asset Allocation Inter Hori) | 06/07/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.53 | 10.77 | 10.98 | 4.32 | NA | NA | NA | … | … | 3.42 | 11.52 | 10.42 | 13.02 | -16.73 | 9.78 | 16.02 | 17.70 | -5.09 | 5.22 |
| Sharpe Ratio | NA | 1.34 | 0.98 | 0.22 | NA | NA | NA | … | … | 1.13 | 0.84 | 0.88 | 1.11 | -1.29 | 1.26 | 0.92 | 2.61 | -0.82 | 2.60 |
| Standard Deviation(%) | NA | 7.71 | 8.98 | 10.01 | NA | NA | NA | … | … | 9.03 | 10.36 | 7.71 | 8.52 | 14.15 | 7.72 | 17.14 | 6.22 | 7.95 | 3.31 |
| Draw Down(%) | NA | 5.74 | 9.94 | 22.61 | NA | NA | NA | … | … | 5.74 | 9.94 | 4.13 | 8.56 | 21.27 | 4.27 | 21.99 | 3.09 | 11.21 | 1.27 |
| Yield(%) | 0.00 | 18.79 | 10.12 | 7.88 | 6.95 | 4.63 | 3.48 | … | … | 0.31 | 19.30 | 6.63 | 2.62 | 7.96 | 9.97 | 9.36 | 7.37 | 5.86 | 1.15 |
Data as of 06/05/2026, Common starting date is 06/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAFX (Transamerica Asset Allocation Inter Hori) |
-0.48%
Apr 2021 – Apr 2024 |
3.04%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAFX (Transamerica Asset Allocation Inter Hori) |
14.45%
Dec 2018 – Dec 2021 |
8.73%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart