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
TMLAX (TRANSAMERICA MLP & ENERGY INCOME A) 21.31% 21.83% 22.75% 15.25% 9.02% NA NA
Data as of 06/03/2026, Common starting date is 05/01/2013
More Performance Analytics Comparison
Name Start Date End Date
TMLAX (TRANSAMERICA MLP & ENERGY INCOME A) 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 (%) -0.85 21.83 22.75 15.25 9.02 NA NA 21.31 3.63 38.08 4.77 8.83 22.90 -11.50 15.33 -15.59 -0.37 29.67 -37.19 3.33 7.58
Sharpe Ratio NA 1.39 1.23 0.74 0.33 NA NA 3.17 0.04 2.55 0.08 0.33 1.43 -0.24 0.99 -0.89 -0.08 1.16 -1.44 0.21 1.23
Standard Deviation(%) NA 14.05 15.98 17.26 22.23 NA NA 15.97 19.29 13.51 14.18 22.38 16.02 49.16 14.03 19.17 13.38 25.31 25.86 15.87 9.30
Draw Down(%) NA 7.12 16.54 16.54 55.97 NA NA 7.12 16.54 9.52 9.37 16.45 9.29 53.78 11.50 23.87 11.94 21.14 45.76 21.52 7.16
Yield(%) 0.00 4.12 5.90 5.31 4.76 2.87 2.15 1.19 4.01 4.59 6.99 4.54 4.74 4.80 5.74 4.52 4.88 4.59 3.06 2.91 1.61
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
TMLAX (TRANSAMERICA MLP & ENERGY INCOME A) -16.93%
Mar 2017 – Mar 2020
-13.72%
Mar 2015 – Mar 2020
-0.17%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMLAX (TRANSAMERICA MLP & ENERGY INCOME A) 24.85%
Mar 2020 – Mar 2023
24.45%
Mar 2020 – Mar 2025
10.85%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return