Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAMMX (Transamerica Multi-Managed Balanced R6) | 5.95% | 9.55% | 11.76% | 9.26% | 8.83% | NA | NA | 8.81% |
Data as of 07/22/2025, AR inception is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAMMX (Transamerica Multi-Managed Balanced R6) | 06/01/2015 | 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 9.55 | 11.76 | 9.26 | 8.83 | NA | NA | 8.81 | 5.95 | 14.84 | 18.82 | -16.20 | 17.01 | 15.92 | 21.72 | -3.65 | 14.21 | 7.95 | -2.06 |
| Sharpe Ratio | NA | 0.52 | 0.84 | 0.66 | 0.65 | NA | NA | 0.64 | 0.56 | 1.37 | 1.73 | -1.13 | 2.03 | 0.75 | 2.81 | -0.49 | 3.40 | 0.96 | -0.34 |
| Standard Deviation(%) | NA | 11.83 | 11.06 | 11.11 | 11.37 | NA | NA | 11.32 | 13.81 | 8.21 | 8.82 | 15.72 | 8.36 | 20.76 | 7.21 | 10.29 | 4.00 | 8.05 | 10.29 |
| Draw Down(%) | NA | 11.49 | 13.18 | 20.85 | 23.50 | NA | NA | 23.50 | 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 | 7.43 | 5.70 | 6.06 | 5.95 | 3.97 | 2.98 | 5.95 | 0.49 | 8.73 | 4.98 | 2.77 | 7.79 | 5.59 | 5.15 | 7.51 | 3.82 | 1.93 | 3.30 |
Data as of 07/22/2025, AR inception 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 |
0.00%
NA |
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 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart