Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMLPX (TRANSAMERICA MLP & ENERGY INCOME I) | 23.03% | 24.18% | 23.63% | 14.88% | 9.59% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMLPX (TRANSAMERICA MLP & ENERGY INCOME I) | 05/01/2013 | 06/12/2026 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 24.18 | 23.63 | 14.88 | 9.59 | NA | NA | … | … | 23.03 | 3.86 | 38.49 | 5.07 | 9.11 | 23.56 | -11.35 | 15.70 | -15.33 | -0.20 | 30.18 | -36.98 | 3.60 | 7.67 |
| Sharpe Ratio | NA | 1.55 | 1.27 | 0.72 | 0.35 | NA | NA | … | … | 3.61 | 0.05 | 2.58 | 0.10 | 0.34 | 1.47 | -0.24 | 1.01 | -0.88 | -0.06 | 1.19 | -1.43 | 0.23 | 1.26 |
| Standard Deviation(%) | NA | 13.93 | 16.00 | 17.27 | 22.18 | NA | NA | … | … | 15.59 | 19.39 | 13.51 | 14.12 | 22.43 | 15.99 | 48.95 | 14.11 | 19.02 | 13.40 | 25.22 | 25.85 | 15.88 | 9.26 |
| Draw Down(%) | NA | 7.12 | 16.60 | 16.60 | 55.60 | NA | NA | … | … | 7.12 | 16.60 | 9.63 | 9.33 | 16.26 | 9.22 | 53.63 | 11.50 | 23.73 | 11.74 | 20.99 | 45.72 | 21.52 | 7.16 |
| Yield(%) | 0.00 | 4.37 | 6.22 | 5.40 | 5.10 | 3.06 | 2.30 | … | … | 1.26 | 4.24 | 4.90 | 7.28 | 4.95 | 5.14 | 5.04 | 6.10 | 4.80 | 5.16 | 4.90 | 3.33 | 3.18 | 1.70 |
Data as of 06/12/2026, Common starting date is 05/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMLPX (TRANSAMERICA MLP & ENERGY INCOME I) |
-16.76%
Mar 2017 – Mar 2020 |
-13.49%
Mar 2015 – Mar 2020 |
0.13%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMLPX (TRANSAMERICA MLP & ENERGY INCOME I) |
25.39%
Mar 2020 – Mar 2023 |
24.87%
Mar 2020 – Mar 2025 |
11.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart