Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAMMX (Transamerica Multi-Managed Balanced R6) | 5.56% | 16.81% | 14.40% | 8.21% | 9.94% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAMMX (Transamerica Multi-Managed Balanced R6) | 06/01/2015 | 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 16.81 | 14.40 | 8.21 | 9.94 | NA | NA | … | … | 5.56 | 13.07 | 14.84 | 18.82 | -16.20 | 17.01 | 15.92 | 21.72 | -3.65 | 14.21 | 7.95 | -2.06 |
| Sharpe Ratio | NA | 2.00 | 1.24 | 0.54 | 0.75 | NA | NA | … | … | 1.36 | 0.92 | 1.37 | 1.73 | -1.13 | 2.03 | 0.75 | 2.81 | -0.49 | 3.40 | 0.96 | -0.34 |
| Standard Deviation(%) | NA | 7.61 | 9.38 | 10.78 | 11.19 | NA | NA | … | … | 8.83 | 11.17 | 8.21 | 8.82 | 15.72 | 8.36 | 20.76 | 7.21 | 10.29 | 4.00 | 8.05 | 10.29 |
| Draw Down(%) | NA | 6.09 | 11.49 | 20.85 | 23.50 | NA | NA | … | … | 6.09 | 11.15 | 4.53 | 7.71 | 20.69 | 3.54 | 23.50 | 3.45 | 11.84 | 1.28 | 6.28 | 7.38 |
| Yield(%) | 0.00 | 6.66 | 7.12 | 5.84 | 6.64 | 4.57 | 3.43 | … | … | 0.46 | 6.78 | 8.73 | 4.98 | 2.77 | 7.79 | 5.59 | 5.15 | 7.51 | 3.82 | 1.93 | 3.30 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| TAMMX (Transamerica Multi-Managed Balanced R6) |
3.94%
Apr 2021 – Apr 2024 |
5.76%
Sep 2017 – Sep 2022 |
8.93%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAMMX (Transamerica Multi-Managed Balanced R6) |
18.19%
Dec 2018 – Dec 2021 |
12.73%
Oct 2016 – Oct 2021 |
10.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart