Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
TAALX (Transamerica Asset Allocation- Moderate Growth Portfolio- Class R3) 10.83% 11.78% 10.95% NA NA NA NA 7.46%
Data as of 07/25/2025, AR inception is 03/01/2022
More Performance Analytics Comparison
Name Start Date End Date
TAALX (Transamerica Asset Allocation- Moderate Growth Portfolio- Class R3) 03/01/2022 07/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022
Annualized Return (%) 1.44 11.78 10.95 NA NA NA NA 7.46 10.83 8.66 15.81 -11.02
Sharpe Ratio NA 0.35 0.66 NA NA NA NA 0.24 0.96 0.48 1.31 -0.86
Standard Deviation(%) NA 14.16 12.19 NA NA NA NA 12.99 15.44 10.49 9.35 17.07
Draw Down(%) NA 15.44 15.44 NA NA NA NA 18.98 12.88 7.37 8.92 18.98
Yield(%) 0.00 2.60 3.07 1.67 0.84 0.56 0.42 2.79 0.00 2.83 4.01 2.16
Data as of 07/25/2025, 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
TAALX (Transamerica Asset Allocation- Moderate Growth Portfolio- Class R3) 5.78%
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
TAALX (Transamerica Asset Allocation- Moderate Growth Portfolio- Class R3) 11.26%
Jun 2022 - Jun 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart