Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAARX (Transamerica Asset Allocation Inter Hori) | 5.07% | 8.42% | 9.08% | 6.00% | NA | NA | NA | 6.09% |
Data as of 07/16/2025, AR inception is 06/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAARX (Transamerica Asset Allocation Inter Hori) | 06/07/2017 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 8.42 | 9.08 | 6.00 | NA | NA | NA | 6.09 | 5.07 | 10.10 | 12.74 | -16.93 | 9.49 | 15.71 | 17.32 | -5.22 | 5.09 |
| Sharpe Ratio | NA | 0.65 | 0.57 | 0.40 | NA | NA | NA | 0.42 | 0.56 | 0.84 | 1.08 | -1.30 | 1.23 | 0.90 | 2.57 | -0.83 | 2.40 |
| Standard Deviation(%) | NA | 10.82 | 10.20 | 10.10 | NA | NA | NA | 10.41 | 12.75 | 7.69 | 8.46 | 14.19 | 7.70 | 17.02 | 6.17 | 7.98 | 3.48 |
| Draw Down(%) | NA | 9.94 | 11.96 | 22.75 | NA | NA | NA | 22.75 | 9.94 | 4.13 | 8.62 | 21.41 | 4.19 | 22.01 | 3.09 | 11.27 | 1.27 |
| Yield(%) | 0.00 | 5.18 | 5.65 | 6.77 | 4.93 | 3.29 | 2.46 | 6.16 | 0.00 | 6.28 | 2.35 | 7.76 | 9.70 | 9.10 | 7.13 | 5.62 | 1.02 |
Data as of 07/16/2025, AR inception is 06/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAARX (Transamerica Asset Allocation Inter Hori) |
-0.73%
Apr 2021 - Apr 2024 |
2.76%
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 |
|---|---|---|---|---|
| TAARX (Transamerica Asset Allocation Inter Hori) |
14.12%
Dec 2018 - Dec 2021 |
8.47%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart