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
TAVSX (Transamerica Funds – High Yield ESG Fund) NA -331,287.41% NA NA NA NA NA
Data as of 04/28/2025, Common starting date is 08/03/2023
More Performance Analytics Comparison
Name Start Date End Date
TAVSX (Transamerica Funds – High Yield ESG Fund) 08/03/2023 04/28/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023
Annualized Return (%) -311,175.14 -331,287.41 NA NA NA NA NA -309,008.92 5.84 5.75
Sharpe Ratio NA NA NA NA NA NA NA NA 0.61 1.93
Standard Deviation(%) NA NA NA NA NA NA NA NA 3.65 5.62
Draw Down(%) NA 304,078.21 NA NA NA NA NA 304,078.21 2.49 4.11
Yield(%) 100.38 106.76 37.02 22.21 11.11 7.40 5.55 99.58 6.53 2.62
Data as of 04/28/2025, Common starting date is 08/03/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TAVSX (Transamerica Funds – High Yield ESG Fund) 0.00%
NA
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
TAVSX (Transamerica Funds – High Yield ESG Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return