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
TAAKX (Transamerica Asset Allocation- Growth Portfolio- Class R3) 7.66% 22.73% 19.05% 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
TAAKX (Transamerica Asset Allocation- Growth 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 (%) -2.53 22.73 19.05 NA NA NA NA 7.66 21.66 17.59 20.08 -10.10
Sharpe Ratio NA 1.55 1.08 NA NA NA NA 0.98 1.06 1.13 1.34 -0.59
Standard Deviation(%) NA 13.27 14.67 NA NA NA NA 15.58 17.86 12.34 12.39 23.27
Draw Down(%) NA 9.78 17.84 NA NA NA NA 9.78 17.84 8.44 10.58 22.95
Yield(%) 0.00 7.94 6.60 5.06 2.53 1.69 1.27 0.00 8.48 6.24 3.47 7.41
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
TAAKX (Transamerica Asset Allocation- Growth Portfolio- Class R3) 9.67%
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
TAAKX (Transamerica Asset Allocation- Growth Portfolio- Class R3) 22.40%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return