Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TLAFX (Transamerica Large Core Class R4) | 7.17% | 12.88% | 18.89% | 15.40% | NA | NA | NA | 14.12% |
Data as of 07/18/2025, AR inception is 03/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLAFX (Transamerica Large Core Class R4) | 03/21/2017 | 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 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 12.88 | 18.89 | 15.40 | NA | NA | NA | 14.12 | 7.17 | 22.59 | 25.88 | -16.76 | 29.74 | 15.30 | 26.67 | -7.19 | 18.82 |
| Sharpe Ratio | NA | 0.50 | 0.92 | 0.79 | NA | NA | NA | 0.62 | 0.47 | 1.53 | 1.71 | -0.76 | 2.29 | 0.43 | 1.98 | -0.50 | 3.15 |
| Standard Deviation(%) | NA | 19.31 | 16.93 | 17.22 | NA | NA | NA | 19.18 | 22.76 | 12.40 | 13.10 | 24.10 | 12.97 | 34.63 | 12.72 | 17.35 | 7.62 |
| Draw Down(%) | NA | 18.84 | 18.84 | 23.26 | NA | NA | NA | 33.94 | 18.64 | 8.32 | 9.51 | 23.26 | 5.46 | 33.94 | 7.05 | 19.86 | 2.68 |
| Yield(%) | 0.00 | 19.92 | 13.56 | 13.49 | 9.96 | 6.64 | 4.98 | 12.44 | 0.22 | 23.36 | 9.23 | 4.98 | 18.53 | 9.58 | 1.79 | 17.19 | 5.54 |
Data as of 07/18/2025, AR inception is 03/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLAFX (Transamerica Large Core Class R4) |
7.32%
Apr 2017 - Apr 2020 |
7.92%
Dec 2017 - Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLAFX (Transamerica Large Core Class R4) |
23.74%
Dec 2018 - Dec 2021 |
18.20%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart