Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IAAEX (Transamerica Financial Life Insurance Company- - Transamerica Mid-Cap Value Fund) | 7.25% | 9.08% | 7.39% | NA | NA | NA | NA | 6.35% |
Data as of 07/22/2025, AR inception is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAAEX (Transamerica Financial Life Insurance Company- - Transamerica Mid-Cap Value Fund) | 06/23/2021 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.71 | 9.08 | 7.39 | NA | NA | NA | NA | 6.35 | 7.25 | 7.40 | 10.52 | -6.47 | 7.44 |
| Sharpe Ratio | NA | 0.25 | 0.28 | NA | NA | NA | NA | 0.13 | 0.38 | 0.31 | 0.47 | -0.39 | 0.27 |
| Standard Deviation(%) | NA | 16.85 | 16.07 | NA | NA | NA | NA | 24.65 | 19.97 | 12.00 | 14.63 | 20.48 | 53.40 |
| Draw Down(%) | NA | 15.14 | 16.16 | NA | NA | NA | NA | 31.74 | 13.36 | 7.78 | 13.47 | 18.31 | 21.95 |
| Yield(%) | 0.00 | 9.40 | 6.89 | 7.96 | 3.98 | 2.65 | 1.99 | 9.95 | 0.00 | 9.83 | 5.29 | 6.13 | 23.33 |
Data as of 07/22/2025, AR inception is 06/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAAEX (Transamerica Financial Life Insurance Company- - Transamerica Mid-Cap Value Fund) |
3.06%
May 2022 - May 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 |
|---|---|---|---|---|
| IAAEX (Transamerica Financial Life Insurance Company- - Transamerica Mid-Cap Value Fund) |
8.26%
Nov 2021 - Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart