Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAAMX (Transamerica Asset Allocation- Moderate Portfolio – Class R3) | 3.95% | 14.05% | 10.94% | 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 |
|---|---|---|
| TAAMX (Transamerica Asset Allocation- Moderate 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 (%) | -1.60 | 14.05 | 10.94 | NA | NA | NA | NA | … | … | 3.95 | 15.07 | 7.09 | 12.69 | -10.09 |
| Sharpe Ratio | NA | 1.45 | 0.89 | NA | NA | NA | NA | … | … | 0.67 | 1.31 | 0.43 | 1.19 | -1.04 |
| Standard Deviation(%) | NA | 7.87 | 8.67 | NA | NA | NA | NA | … | … | 9.55 | 9.36 | 8.01 | 7.65 | 13.07 |
| Draw Down(%) | NA | 6.20 | 11.34 | NA | NA | NA | NA | … | … | 6.20 | 9.40 | 5.76 | 7.87 | 16.49 |
| Yield(%) | 0.00 | 6.68 | 4.79 | 2.96 | 1.48 | 0.99 | 0.74 | … | … | 0.00 | 7.00 | 2.84 | 4.22 | 1.35 |
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 |
|---|---|---|---|---|
| TAAMX (Transamerica Asset Allocation- Moderate Portfolio – Class R3) |
5.05%
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 |
|---|---|---|---|---|
| TAAMX (Transamerica Asset Allocation- Moderate Portfolio – Class R3) |
12.85%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart