Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TAGIX (TRANSAMERICA ASSET ALLOCATION – GROWTH PORTFOLIO I) 8.61% 22.95% 19.30% 6.66% 9.67% 9.05% NA
Data as of 06/12/2026, Common starting date is 12/01/2009
More Performance Analytics Comparison
Name Start Date End Date
TAGIX (TRANSAMERICA ASSET ALLOCATION – GROWTH PORTFOLIO I) 12/01/2009 06/12/2026
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 2014 2013 2012 2011 2010 2009
Annualized Return (%) 1.21 22.95 19.30 6.66 9.67 9.05 NA 8.61 21.75 17.82 20.41 -25.04 10.81 15.13 22.29 -11.28 20.51 8.51 0.06 5.64 27.95 14.99 -5.94 14.64 -0.66
Sharpe Ratio NA 1.50 1.09 0.25 0.46 NA NA 1.12 1.06 1.15 1.38 -1.13 0.74 0.46 1.92 -0.92 3.15 0.66 0.00 0.54 2.75 1.18 -0.25 0.80 -0.63
Standard Deviation(%) NA 13.57 14.74 16.75 17.21 NA NA 15.87 17.86 12.32 12.27 23.45 14.61 32.37 10.85 13.80 6.33 12.50 12.81 10.36 10.16 12.78 23.84 18.21 12.25
Draw Down(%) NA 9.76 17.87 32.47 35.35 NA NA 9.76 17.87 8.41 10.56 26.75 7.99 35.35 6.97 20.67 2.08 11.15 11.47 7.43 6.25 11.66 22.29 14.78 2.73
Yield(%) 0.00 7.85 6.54 3.83 6.71 7.04 6.10 0.00 8.45 6.13 3.55 0.76 3.55 1.07 10.44 14.24 12.15 8.61 8.92 8.09 2.85 1.71 1.49 0.94 0.00
Data as of 06/12/2026, Common starting date is 12/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TAGIX (TRANSAMERICA ASSET ALLOCATION – GROWTH PORTFOLIO I) -2.26%
Mar 2017 – Mar 2020
0.74%
Dec 2017 – Dec 2022
4.72%
Oct 2013 – Oct 2023
7.66%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TAGIX (TRANSAMERICA ASSET ALLOCATION – GROWTH PORTFOLIO I) 21.41%
May 2023 – May 2026
13.42%
Jun 2010 – Jun 2015
11.84%
Sep 2011 – Sep 2021
9.49%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return