Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TIOAX (Transamerica Inflation Opportunities A S) 0.85% 4.21% 3.88% 1.05% 2.48% NA NA
Data as of 06/03/2026, Common starting date is 03/11/2014
More Performance Analytics Comparison
Name Start Date End Date
TIOAX (Transamerica Inflation Opportunities A S) 03/11/2014 06/03/2026
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 2014
Annualized Return (%) 0.00 4.21 3.88 1.05 2.48 NA NA 0.85 3.25 1.83 5.59 -11.12 3.58 8.71 8.68 -2.35 3.82 4.60 -3.98 -0.16
Sharpe Ratio NA 0.48 0.17 -0.30 0.20 NA NA -0.13 0.10 -0.40 0.33 -1.89 1.13 1.35 2.22 -1.52 1.16 1.35 -1.17 -0.07
Standard Deviation(%) NA 3.01 4.54 4.97 4.44 NA NA 3.07 3.90 4.54 5.83 6.66 3.16 6.24 3.25 2.46 2.74 3.25 3.43 2.96
Draw Down(%) NA 1.93 4.15 14.27 14.27 NA NA 1.93 2.95 3.16 4.93 13.95 2.17 11.33 2.03 3.23 1.41 3.73 5.64 3.76
Yield(%) 0.00 2.82 2.85 3.19 2.49 1.73 1.30 0.24 3.86 2.46 2.93 4.67 3.37 1.08 1.23 2.36 1.45 0.34 0.00 1.58
Data as of 06/03/2026, Common starting date is 03/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TIOAX (Transamerica Inflation Opportunities A S) -1.92%
Oct 2020 – Oct 2023
0.84%
May 2014 – May 2019
1.24%
Apr 2014 – Apr 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TIOAX (Transamerica Inflation Opportunities A S) 7.02%
Nov 2018 – Nov 2021
4.61%
Dec 2015 – Dec 2020
2.83%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return