Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IALAX (TRANSAMERICA CAPITAL GROWTH A) | 20.10% | 74.01% | 28.60% | 5.63% | 14.21% | 16.02% | 11.79% | 9.82% |
Data as of 07/25/2025, AR inception is 06/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IALAX (TRANSAMERICA CAPITAL GROWTH A) | 06/13/2000 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.99 | 74.01 | 28.60 | 5.63 | 14.21 | 16.02 | 11.79 | 9.82 | 20.10 | 43.92 | 47.30 | -60.39 | -17.50 | 101.41 | 21.63 | 6.59 | 43.82 | -3.08 | 11.56 | 5.70 | 48.21 | 14.67 | -5.70 | 27.96 | 32.12 | -37.92 | 0.06 | 17.46 | 5.14 | 7.93 | 37.56 | -26.86 | 1.57 | -0.25 |
| Sharpe Ratio | NA | 1.94 | 0.74 | 0.10 | 0.37 | NA | NA | 0.32 | 1.02 | 1.35 | 1.33 | -0.98 | -0.51 | 2.55 | 0.94 | 0.22 | 1.37 | -0.18 | 0.65 | 0.33 | 3.62 | 0.98 | -0.23 | 1.34 | 1.00 | -0.95 | -0.18 | 1.31 | 0.30 | 0.56 | 1.98 | -1.03 | -0.05 | -0.31 |
| Standard Deviation(%) | NA | 34.77 | 36.28 | 40.39 | 34.34 | NA | NA | 27.15 | 39.09 | 27.58 | 32.65 | 62.88 | 34.15 | 39.41 | 21.60 | 24.62 | 31.77 | 18.17 | 17.61 | 17.46 | 13.33 | 15.01 | 25.10 | 20.77 | 32.16 | 40.66 | 16.18 | 10.87 | 9.92 | 12.51 | 18.59 | 27.19 | 16.91 | 15.21 |
| Draw Down(%) | NA | 32.33 | 35.24 | 69.30 | 69.30 | NA | NA | 69.30 | 32.33 | 12.65 | 24.89 | 61.97 | 33.67 | 33.53 | 16.36 | 24.69 | 19.42 | 20.26 | 14.41 | 14.06 | 4.28 | 14.04 | 19.17 | 18.60 | 28.47 | 48.73 | 11.77 | 10.41 | 7.59 | 11.49 | 17.98 | 41.08 | 20.91 | 9.83 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 5.52 | 9.92 | 15.76 | 10.29 | 9.03 | 0.00 | 0.00 | 0.00 | 0.00 | 17.01 | 10.58 | 11.60 | 4.93 | 26.81 | 18.42 | 3.61 | 2.93 | 3.06 | 2.55 | 2.86 | 0.29 | 0.17 | 1.04 | 9.07 | 16.11 | 3.51 | 0.01 | 0.00 | 0.00 | 0.95 | 2.79 |
Data as of 07/25/2025, AR inception is 06/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IALAX (TRANSAMERICA CAPITAL GROWTH A) |
-19.30%
Jun 2021 - Jun 2024 |
-8.33%
Feb 2004 - Feb 2009 |
0.56%
Aug 2000 - Aug 2010 |
5.58%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IALAX (TRANSAMERICA CAPITAL GROWTH A) |
40.24%
Oct 2018 - Oct 2021 |
35.99%
Feb 2016 - Feb 2021 |
23.69%
Sep 2011 - Sep 2021 |
16.61%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart