Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAFLX (Transamerica Flexible Income Cl R6) | -0.24% | 4.47% | 4.30% | 0.50% | 2.52% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAFLX (Transamerica Flexible Income Cl R6) | 06/01/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 4.47 | 4.30 | 0.50 | 2.52 | NA | NA | … | … | -0.24 | 7.36 | 2.05 | 6.43 | -13.10 | 0.33 | 7.09 | 9.70 | -0.30 | 5.37 | 6.14 | -2.06 |
| Sharpe Ratio | NA | 0.78 | 0.31 | -0.35 | 0.21 | NA | NA | … | … | -0.44 | 1.04 | -0.29 | 0.42 | -2.25 | 0.10 | 1.12 | 3.06 | -0.84 | 2.32 | 2.90 | -1.93 |
| Standard Deviation(%) | NA | 3.81 | 5.22 | 5.43 | 4.54 | NA | NA | … | … | 4.21 | 4.34 | 5.34 | 6.68 | 6.49 | 3.03 | 6.09 | 2.69 | 2.00 | 2.04 | 2.04 | 1.81 |
| Draw Down(%) | NA | 3.03 | 5.97 | 17.39 | 17.39 | NA | NA | … | … | 3.03 | 2.96 | 3.75 | 7.05 | 16.72 | 3.19 | 12.01 | 1.58 | 1.32 | 0.97 | 2.03 | 2.23 |
| Yield(%) | 0.00 | 4.18 | 4.32 | 3.46 | 3.69 | 2.65 | 1.99 | … | … | 1.49 | 4.57 | 4.46 | 4.13 | 2.94 | 3.08 | 3.45 | 3.74 | 4.00 | 4.21 | 4.16 | 2.21 |
Data as of 06/05/2026, Common starting date is 06/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAFLX (Transamerica Flexible Income Cl R6) |
-4.18%
Oct 2020 – Oct 2023 |
-0.16%
Oct 2017 – Oct 2022 |
2.39%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAFLX (Transamerica Flexible Income Cl R6) |
6.15%
Oct 2022 – Oct 2025 |
5.55%
Dec 2015 – Dec 2020 |
3.14%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart