Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TALRX (Transamerica Asset Allocation Long Horiz) | 8.33% | 17.96% | 16.35% | 6.99% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/22/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TALRX (Transamerica Asset Allocation Long Horiz) | 05/22/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 17.96 | 16.35 | 6.99 | NA | NA | NA | … | … | 8.33 | 15.25 | 15.03 | 18.01 | -20.55 | 15.44 | 21.24 | 24.88 | -9.47 | 9.93 |
| Sharpe Ratio | NA | 1.33 | 0.94 | 0.27 | NA | NA | NA | … | … | 1.30 | 0.69 | 0.95 | 1.10 | -0.95 | 1.20 | 0.69 | 2.08 | -0.76 | 2.70 |
| Standard Deviation(%) | NA | 12.09 | 14.53 | 16.36 | NA | NA | NA | … | … | 14.08 | 17.90 | 11.97 | 13.18 | 23.22 | 12.90 | 30.28 | 11.25 | 14.29 | 5.92 |
| Draw Down(%) | NA | 8.69 | 17.01 | 29.02 | NA | NA | NA | … | … | 8.69 | 17.01 | 6.78 | 12.33 | 26.94 | 7.03 | 33.17 | 6.40 | 19.22 | 2.70 |
| Yield(%) | 0.00 | 34.55 | 17.50 | 11.48 | 10.33 | 6.89 | 5.17 | … | … | 0.13 | 36.46 | 7.01 | 3.25 | 10.32 | 13.25 | 12.38 | 13.11 | 9.30 | 0.96 |
Data as of 06/04/2026, Common starting date 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