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
TMCLX (TRANSAMERICA MLP & ENERGY INCOME C) 20.97% 20.85% 21.77% 14.35% 8.19% NA NA
Data as of 06/03/2026, Common starting date is 05/01/2013
More Performance Analytics Comparison
Name Start Date End Date
TMCLX (TRANSAMERICA MLP & ENERGY INCOME C) 05/01/2013 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 2013
Annualized Return (%) -0.76 20.85 21.77 14.35 8.19 NA NA 20.97 2.88 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 1.34 1.16 0.68 0.29 NA NA 3.09 0.00 2.48 0.00 0.30 1.37 -0.25 0.93 -0.93 -0.14 1.13 -1.46 0.17 1.15
Standard Deviation(%) NA 13.93 15.99 17.28 22.22 NA NA 15.92 19.24 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 7.13 16.82 16.92 56.66 NA NA 7.13 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 3.28 4.90 4.37 3.98 2.37 1.78 0.96 3.17 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 06/03/2026, Common starting date 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
10.00%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return