Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAAKX (Transamerica Asset Allocation- Growth Portfolio- Class R3) | 11.10% | 14.95% | 16.22% | NA | NA | NA | NA | 12.14% |
Data as of 07/22/2025, AR inception is 03/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAAKX (Transamerica Asset Allocation- Growth Portfolio- Class R3) | 03/01/2022 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 14.95 | 16.22 | NA | NA | NA | NA | 12.14 | 11.10 | 17.59 | 20.08 | -10.10 |
| Sharpe Ratio | NA | 0.64 | 0.87 | NA | NA | NA | NA | 0.44 | 0.83 | 1.13 | 1.34 | -0.59 |
| Standard Deviation(%) | NA | 18.70 | 16.06 | NA | NA | NA | NA | 17.34 | 21.83 | 12.34 | 12.39 | 23.27 |
| Draw Down(%) | NA | 17.84 | 17.84 | NA | NA | NA | NA | 22.95 | 17.84 | 8.44 | 10.58 | 22.95 |
| Yield(%) | 0.00 | 5.45 | 6.02 | 3.24 | 1.62 | 1.08 | 0.81 | 5.41 | 0.00 | 6.24 | 3.47 | 7.41 |
Data as of 07/22/2025, AR inception is 03/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAKX (Transamerica Asset Allocation- Growth Portfolio- Class R3) |
9.67%
Apr 2022 - Apr 2025 |
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 |
|---|---|---|---|---|
| TAAKX (Transamerica Asset Allocation- Growth Portfolio- Class R3) |
17.15%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart