Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TMCLX (TRANSAMERICA MLP & ENERGY INCOME C) | 1.03% | 17.38% | 14.16% | 17.53% | 2.65% | NA | NA | 2.78% |
Data as of 07/14/2025, AR inception is 05/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMCLX (TRANSAMERICA MLP & ENERGY INCOME C) | 05/01/2013 | 07/14/2025 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 17.38 | 14.16 | 17.53 | 2.65 | NA | NA | 2.78 | 1.03 | 37.03 | 3.72 | 8.11 | 21.95 | -12.15 | 14.51 | -16.22 | -1.17 | 28.79 | -37.74 | 2.66 | 7.04 |
| Sharpe Ratio | NA | 0.66 | 0.55 | 0.85 | 0.05 | NA | NA | 0.06 | -0.14 | 2.26 | -0.04 | 0.30 | 1.37 | -0.25 | 0.94 | -0.92 | -0.14 | 1.13 | -1.46 | 0.17 | 1.15 |
| Standard Deviation(%) | NA | 20.58 | 17.72 | 18.33 | 24.09 | NA | NA | 22.61 | 24.24 | 13.50 | 14.21 | 22.52 | 16.05 | 49.16 | 13.96 | 19.05 | 13.27 | 25.28 | 25.92 | 15.80 | 9.26 |
| Draw Down(%) | NA | 16.82 | 16.82 | 16.92 | 62.84 | NA | NA | 69.10 | 16.82 | 9.64 | 9.94 | 16.58 | 9.34 | 53.79 | 11.54 | 24.10 | 12.51 | 21.09 | 46.01 | 21.67 | 7.17 |
| Yield(%) | 0.00 | 2.58 | 4.21 | 5.50 | 2.69 | 2.18 | 1.63 | 2.72 | 0.83 | 3.64 | 6.13 | 3.69 | 3.82 | 4.20 | 4.92 | 3.79 | 4.13 | 3.71 | 2.42 | 2.29 | 1.38 |
Data as of 07/14/2025, AR inception is 05/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMCLX (TRANSAMERICA MLP & ENERGY INCOME C) |
-17.57%
Mar 2017 - Mar 2020 |
-14.38%
Mar 2015 - Mar 2020 |
-0.92%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMCLX (TRANSAMERICA MLP & ENERGY INCOME C) |
23.94%
Mar 2020 - Mar 2023 |
23.47%
Mar 2020 - Mar 2025 |
3.05%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart