Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DVIBX (TRANSAMERICA PARTNERS BALANCED TRANSAMERICA PARTNERS BALANCED) | NA | 4.43% | 3.76% | 7.89% | 5.56% | 6.00% | 4.05% | 5.02% |
Data as of 12/29/2017, AR inception is 02/17/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVIBX (TRANSAMERICA PARTNERS BALANCED TRANSAMERICA PARTNERS BALANCED) | 02/17/1994 | 12/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.43 | 3.76 | 7.89 | 5.56 | 6.00 | 4.05 | 5.02 | 4.64 | 7.69 | -0.08 | 10.35 | 17.66 | 12.81 | 3.03 | 13.20 | 23.76 | -27.83 | -4.92 | 11.03 | 4.98 | 7.73 | 17.00 | -11.03 | -5.82 | -2.79 | 3.62 | 8.02 | 9.87 | 10.22 | 19.80 | -2.90 |
| Sharpe Ratio | NA | 0.68 | 0.45 | 1.07 | 0.43 | NA | NA | 0.28 | 0.72 | 0.94 | -0.01 | 1.58 | 2.48 | 1.28 | 0.23 | 1.23 | 1.41 | -1.22 | -0.70 | 1.21 | 0.42 | 0.92 | 1.63 | -0.84 | -0.73 | -0.49 | 0.03 | 0.38 | 0.55 | 0.79 | 1.51 | -0.94 |
| Standard Deviation(%) | NA | 5.59 | 7.68 | 7.37 | 12.23 | NA | NA | 11.37 | 5.60 | 7.94 | 9.11 | 6.56 | 7.10 | 10.02 | 13.23 | 10.64 | 16.73 | 23.49 | 11.29 | 6.44 | 6.68 | 7.34 | 10.01 | 14.38 | 11.37 | 14.07 | 13.59 | 12.33 | 11.40 | 8.43 | 10.57 | 6.84 |
| Draw Down(%) | NA | 4.16 | 8.59 | 8.59 | 40.20 | NA | NA | 46.20 | 4.16 | 6.29 | 7.50 | 4.11 | 4.96 | 6.74 | 10.70 | 9.29 | 19.85 | 36.58 | 10.46 | 4.62 | 4.72 | 5.18 | 7.53 | 19.18 | 16.32 | 9.73 | 8.11 | 13.98 | 10.58 | 6.90 | 8.58 | 5.76 |
| Yield(%) | 0.00 | 5.55 | 3.50 | 3.33 | 2.74 | 3.12 | 2.51 | 3.04 | 5.53 | 3.24 | 1.74 | 1.30 | 1.73 | 1.44 | 1.62 | 2.08 | 3.46 | 3.01 | 2.20 | 2.27 | 1.84 | 1.86 | 1.79 | 1.52 | 2.79 | 6.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/29/2017, AR inception is 02/17/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVIBX (TRANSAMERICA PARTNERS BALANCED TRANSAMERICA PARTNERS BALANCED) |
-13.13%
Feb 2006 - Feb 2009 |
-5.84%
Feb 2004 - Feb 2009 |
-2.81%
Feb 1999 - Feb 2009 |
1.53%
Mar 1994 - Mar 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVIBX (TRANSAMERICA PARTNERS BALANCED TRANSAMERICA PARTNERS BALANCED) |
20.55%
Feb 2009 - Feb 2012 |
17.26%
Feb 2009 - Feb 2014 |
5.90%
Mar 2003 - Mar 2013 |
6.38%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart