Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCTZX (Transamerica ClearTrack Retirement Income R3) | 3.56% | 5.68% | 7.68% | 3.80% | NA | NA | NA | 5.40% |
Data as of 07/18/2025, AR inception is 03/06/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCTZX (Transamerica ClearTrack Retirement Income R3) | 03/06/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.68 | 7.68 | 3.80 | NA | NA | NA | 5.40 | 3.56 | 7.53 | 11.98 | -14.79 | 6.37 | 10.81 | 9.49 |
| Sharpe Ratio | NA | 0.32 | 0.54 | 0.23 | NA | NA | NA | 0.38 | 0.41 | 0.65 | 1.20 | -1.42 | 1.18 | 0.81 | 2.59 |
| Standard Deviation(%) | NA | 7.74 | 8.07 | 7.80 | NA | NA | NA | 8.61 | 8.90 | 6.03 | 7.00 | 11.48 | 5.36 | 13.04 | 3.93 |
| Draw Down(%) | NA | 7.03 | 11.23 | 19.99 | NA | NA | NA | 19.99 | 7.03 | 3.30 | 7.11 | 19.84 | 2.71 | 15.69 | 1.35 |
| Yield(%) | 0.00 | 0.81 | 10.06 | 7.12 | 4.23 | 2.82 | 2.12 | 7.05 | 0.00 | 0.86 | 2.98 | 23.27 | 5.78 | 2.94 | 2.86 |
Data as of 07/18/2025, AR inception is 03/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCTZX (Transamerica ClearTrack Retirement Income R3) |
-0.76%
Sep 2019 - Sep 2022 |
3.73%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCTZX (Transamerica ClearTrack Retirement Income R3) |
7.79%
Jun 2022 - Jun 2025 |
5.51%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart