Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAAMX (Transamerica Asset Allocation- Moderate Portfolio - Class R3) | 7.14% | 8.48% | 10.07% | NA | NA | NA | NA | 6.09% |
Data as of 07/16/2025, AR inception is 03/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAAMX (Transamerica Asset Allocation- Moderate Portfolio - Class R3) | 03/01/2022 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 8.48 | 10.07 | NA | NA | NA | NA | 6.09 | 7.14 | 9.99 | 12.68 | -10.09 |
| Sharpe Ratio | NA | 0.65 | 0.73 | NA | NA | NA | NA | 0.25 | 1.00 | 0.86 | 1.19 | -1.04 |
| Standard Deviation(%) | NA | 9.88 | 9.26 | NA | NA | NA | NA | 9.84 | 11.44 | 7.42 | 7.65 | 13.07 |
| Draw Down(%) | NA | 9.40 | 10.88 | NA | NA | NA | NA | 16.49 | 9.40 | 3.89 | 7.87 | 16.49 |
| Yield(%) | 0.00 | 5.21 | 3.92 | 2.10 | 1.05 | 0.70 | 0.53 | 3.51 | 0.00 | 5.69 | 4.21 | 1.35 |
Data as of 07/16/2025, 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 |
|---|---|---|---|---|
| TAAMX (Transamerica Asset Allocation- Moderate Portfolio - Class R3) |
5.99%
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 |
|---|---|---|---|---|
| TAAMX (Transamerica Asset Allocation- Moderate Portfolio - Class R3) |
10.23%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart