Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TALRX (Transamerica Asset Allocation Long Horiz) | 8.80% | 15.92% | 14.52% | 10.04% | NA | NA | NA | 9.33% |
Data as of 07/18/2025, AR inception is 05/22/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TALRX (Transamerica Asset Allocation Long Horiz) | 05/22/2017 | 07/18/2025 |
| 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 (%) | 0.49 | 15.92 | 14.52 | 10.04 | NA | NA | NA | 9.33 | 8.80 | 15.03 | 18.01 | -20.55 | 15.44 | 21.24 | 24.88 | -9.47 | 9.93 |
| Sharpe Ratio | NA | 0.68 | 0.68 | 0.49 | NA | NA | NA | 0.42 | 0.62 | 0.95 | 1.10 | -0.95 | 1.20 | 0.69 | 2.08 | -0.76 | 2.70 |
| Standard Deviation(%) | NA | 18.64 | 16.52 | 16.61 | NA | NA | NA | 17.71 | 22.18 | 11.97 | 13.18 | 23.22 | 12.90 | 30.28 | 11.25 | 14.29 | 5.92 |
| Draw Down(%) | NA | 17.01 | 17.01 | 29.02 | NA | NA | NA | 33.17 | 17.01 | 6.78 | 12.33 | 26.94 | 7.03 | 33.17 | 6.40 | 19.22 | 2.70 |
| Yield(%) | 0.00 | 6.30 | 7.64 | 9.20 | 6.90 | 4.60 | 3.45 | 8.62 | 0.00 | 7.01 | 3.25 | 10.32 | 13.25 | 12.38 | 13.11 | 9.30 | 0.96 |
Data as of 07/18/2025, AR inception is 05/22/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TALRX (Transamerica Asset Allocation Long Horiz) |
0.15%
Apr 2021 - Apr 2024 |
3.99%
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 |
|---|---|---|---|---|
| TALRX (Transamerica Asset Allocation Long Horiz) |
20.45%
Dec 2018 - Dec 2021 |
13.63%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart