Performance Comparison
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 | 0.61 | 0.62 | NA | NA | NA | NA | 0.27 | 1.13 | 0.48 | 1.31 | -0.86 |
| Standard Deviation(%) | NA | 14.05 | 12.15 | NA | NA | NA | NA | 12.97 | 15.21 | 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