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
TAMMX (Transamerica Multi-Managed Balanced R6) 3.84% 14.61% 13.66% 7.85% 9.73% NA NA
Data as of 06/09/2026, Common starting date is 06/01/2015
More Performance Analytics Comparison
Name Start Date End Date
TAMMX (Transamerica Multi-Managed Balanced R6) 06/01/2015 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 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -1.94 14.61 13.66 7.85 9.73 NA NA 3.84 13.07 14.84 18.82 -16.20 17.01 15.92 21.72 -3.65 14.21 7.95 -2.06
Sharpe Ratio NA 1.59 1.11 0.49 0.72 NA NA 0.69 0.92 1.37 1.73 -1.13 2.03 0.75 2.81 -0.49 3.40 0.96 -0.34
Standard Deviation(%) NA 7.84 9.43 10.80 11.20 NA NA 9.12 11.17 8.21 8.82 15.72 8.36 20.76 7.21 10.29 4.00 8.05 10.29
Draw Down(%) NA 6.09 11.49 20.85 23.50 NA NA 6.09 11.15 4.53 7.71 20.69 3.54 23.50 3.45 11.84 1.28 6.28 7.38
Yield(%) 0.00 6.65 7.10 5.84 6.62 4.57 3.43 0.46 6.78 8.73 4.98 2.77 7.79 5.59 5.15 7.51 3.82 1.93 3.30
Data as of 06/09/2026, Common starting date is 06/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TAMMX (Transamerica Multi-Managed Balanced R6) 3.94%
Apr 2021 – Apr 2024
5.76%
Sep 2017 – Sep 2022
8.93%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TAMMX (Transamerica Multi-Managed Balanced R6) 18.19%
Dec 2018 – Dec 2021
12.73%
Oct 2016 – Oct 2021
10.19%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return