Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAAHX (Transamerica Multi-Managed Balanced – Class R) | 5.00% | 15.01% | 12.84% | NA | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 03/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAAHX (Transamerica Multi-Managed Balanced – Class R) | 03/01/2022 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 15.01 | 12.84 | NA | NA | NA | NA | … | … | 5.00 | 12.40 | 14.23 | 18.23 | -10.67 |
| Sharpe Ratio | NA | 1.37 | 0.92 | NA | NA | NA | NA | … | … | 0.71 | 0.86 | 0.92 | 1.64 | -0.88 |
| Standard Deviation(%) | NA | 7.95 | 10.55 | NA | NA | NA | NA | … | … | 9.18 | 11.16 | 11.55 | 8.96 | 16.29 |
| Draw Down(%) | NA | 6.15 | 14.86 | NA | NA | NA | NA | … | … | 6.15 | 11.18 | 6.62 | 7.83 | 17.71 |
| Yield(%) | 0.00 | 6.08 | 6.44 | 4.27 | 2.13 | 1.42 | 1.07 | … | … | 0.32 | 6.23 | 8.20 | 4.57 | 2.47 |
Data as of 06/16/2026, 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 |
|---|---|---|---|---|
| TAAHX (Transamerica Multi-Managed Balanced – Class R) |
7.52%
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 |
|---|---|---|---|---|
| TAAHX (Transamerica Multi-Managed Balanced – Class R) |
16.05%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart