Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TALFX (Transamerica Asset Allocation Long Horiz) | 9.10% | 15.82% | 13.62% | 10.24% | NA | NA | NA | 9.41% |
Data as of 07/22/2025, AR inception is 06/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TALFX (Transamerica Asset Allocation Long Horiz) | 06/02/2017 | 07/22/2025 |
| 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 (%) | 1.38 | 15.82 | 13.62 | 10.24 | NA | NA | NA | 9.41 | 9.10 | 15.32 | 18.22 | -20.29 | 15.89 | 21.51 | 25.18 | -9.23 | 8.26 |
| Sharpe Ratio | NA | 0.69 | 0.69 | 0.51 | NA | NA | NA | 0.43 | 0.63 | 0.97 | 1.12 | -0.94 | 1.23 | 0.70 | 2.10 | -0.74 | 2.27 |
| Standard Deviation(%) | NA | 18.61 | 16.47 | 16.55 | NA | NA | NA | 17.72 | 22.07 | 12.03 | 13.10 | 23.13 | 12.89 | 30.23 | 11.30 | 14.33 | 6.13 |
| Draw Down(%) | NA | 16.98 | 16.98 | 28.87 | NA | NA | NA | 33.14 | 16.98 | 6.76 | 12.26 | 26.77 | 7.02 | 33.14 | 6.40 | 19.16 | 2.70 |
| Yield(%) | 0.00 | 6.53 | 7.59 | 9.37 | 6.97 | 4.65 | 3.49 | 8.72 | 0.00 | 7.32 | 3.49 | 10.52 | 13.59 | 12.61 | 13.30 | 9.55 | 1.10 |
Data as of 07/22/2025, AR inception is 06/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TALFX (Transamerica Asset Allocation Long Horiz) |
0.42%
Apr 2021 - Apr 2024 |
4.29%
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 |
|---|---|---|---|---|
| TALFX (Transamerica Asset Allocation Long Horiz) |
20.80%
Dec 2018 - Dec 2021 |
13.92%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart