Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IACBX (Transamerica Focus Class) | NA | 5.34% | 19.57% | 13.65% | 16.27% | 10.10% | NA | … | … |
Data as of 07/23/2019, Common starting date is 05/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IACBX (Transamerica Focus Class) | 05/26/2000 | 07/23/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.34 | 19.57 | 13.65 | 16.27 | 10.10 | NA | … | … | 23.84 | 5.55 | 35.18 | -4.03 | 10.43 | 4.73 | 47.19 | 13.83 | -6.41 | 26.83 | 31.27 | -38.39 | -0.51 | 16.69 | 4.20 | 7.27 | 36.94 | -27.53 | 0.89 | 5.79 |
| Sharpe Ratio | NA | 0.16 | 0.71 | 0.56 | 0.75 | NA | NA | … | … | 2.73 | 0.17 | 0.99 | -0.23 | 0.59 | 0.27 | 3.54 | 0.93 | -0.26 | 1.29 | 1.01 | -0.96 | -0.22 | 1.24 | 0.21 | 0.50 | 1.97 | -1.05 | -0.09 | 0.37 |
| Standard Deviation(%) | NA | 24.00 | 26.22 | 23.39 | 21.34 | NA | NA | … | … | 16.58 | 24.60 | 35.12 | 18.16 | 17.60 | 17.46 | 13.33 | 15.00 | 25.15 | 20.76 | 30.92 | 40.68 | 16.19 | 10.80 | 9.89 | 12.53 | 18.43 | 27.23 | 16.98 | 15.64 |
| Draw Down(%) | NA | 24.86 | 26.01 | 26.01 | 26.01 | NA | NA | … | … | 5.12 | 24.86 | 23.29 | 20.33 | 14.54 | 14.22 | 4.37 | 14.14 | 19.29 | 18.74 | 28.54 | 49.11 | 11.99 | 10.47 | 7.75 | 11.68 | 18.03 | 41.50 | 21.19 | 9.93 |
| Yield(%) | 0.00 | 5.11 | 16.97 | 11.97 | 14.44 | 8.98 | 6.83 | … | … | 0.00 | 6.26 | 32.07 | 21.07 | 4.07 | 3.26 | 3.37 | 2.79 | 3.00 | 0.00 | 0.05 | 0.26 | 9.62 | 16.51 | 3.63 | 0.00 | 0.00 | 0.00 | 0.95 | 2.99 |
Data as of 07/23/2019, Common starting date is 05/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IACBX (Transamerica Focus Class) |
-17.39%
Feb 2006 – Feb 2009 |
-8.96%
Feb 2004 – Feb 2009 |
-0.32%
Jun 2000 – Jun 2010 |
4.80%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IACBX (Transamerica Focus Class) |
29.56%
Feb 2009 – Feb 2012 |
27.69%
Feb 2009 – Feb 2014 |
19.44%
Feb 2009 – Feb 2019 |
11.36%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart