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
TAALX (Transamerica Asset Allocation- Moderate Growth Portfolio- Class R3) 5.55% 17.74% 13.52% 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
TAALX (Transamerica Asset Allocation- Moderate 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 (%) -1.98 17.74 13.52 NA NA NA NA 5.55 18.12 8.66 15.81 -11.02
Sharpe Ratio NA 1.49 0.91 NA NA NA NA 0.82 1.20 0.48 1.31 -0.86
Standard Deviation(%) NA 10.12 11.29 NA NA NA NA 12.17 12.72 10.49 9.35 17.07
Draw Down(%) NA 7.59 15.44 NA NA NA NA 7.59 12.88 7.37 8.92 18.98
Yield(%) 0.00 7.44 5.12 3.30 1.65 1.10 0.82 0.00 7.89 2.83 4.01 2.16
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
TAALX (Transamerica Asset Allocation- Moderate Growth Portfolio- Class R3) 5.78%
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
TAALX (Transamerica Asset Allocation- Moderate Growth Portfolio- Class R3) 15.46%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return