Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAAJX (Transamerica Asset Allocation- Conservative Portfolio- Class R3) | 2.78% | 11.15% | 9.39% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAAJX (Transamerica Asset Allocation- Conservative Portfolio- Class R3) | 03/01/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 11.15 | 9.39 | NA | NA | NA | NA | … | … | 2.78 | 12.37 | 7.35 | 10.50 | -10.22 |
| Sharpe Ratio | NA | 1.29 | 0.89 | NA | NA | NA | NA | … | … | 0.45 | 1.35 | 0.60 | 1.03 | -1.34 |
| Standard Deviation(%) | NA | 6.37 | 6.90 | NA | NA | NA | NA | … | … | 7.73 | 7.05 | 6.26 | 6.67 | 10.28 |
| Draw Down(%) | NA | 5.24 | 7.06 | NA | NA | NA | NA | … | … | 5.24 | 6.65 | 3.55 | 7.06 | 14.83 |
| Yield(%) | 0.00 | 3.47 | 3.31 | 2.23 | 1.11 | 0.74 | 0.56 | … | … | 0.40 | 3.73 | 3.19 | 2.84 | 1.50 |
Data as of 06/09/2026, Common starting date is 03/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAJX (Transamerica Asset Allocation- Conservative Portfolio- Class R3) |
4.60%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAJX (Transamerica Asset Allocation- Conservative Portfolio- Class R3) |
11.05%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart