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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
IBABX (TRANSAMERICA MULTI-MANAGED BALANCED B) NA 4.18% 6.40% 5.12% 9.51% 6.81% 5.09% 7.61%
Data as of 07/23/2019, AR inception is 12/22/1995
More Performance Analytics Comparison
Name Start Date End Date
IBABX (TRANSAMERICA MULTI-MANAGED BALANCED B) 12/22/1995 07/23/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Annualized Return (%) 0.00 4.18 6.40 5.12 9.51 6.81 5.09 7.61 11.13 -5.01 12.52 6.40 -1.15 9.32 16.37 11.08 2.44 22.93 26.72 -33.18 11.78 7.87 4.75 10.35 12.15 -7.73 -6.41 -3.99 22.77 30.00 20.41 15.86 -0.50
Sharpe Ratio NA 0.31 0.73 0.56 0.98 NA NA 0.50 3.54 -0.62 2.44 0.77 -0.13 1.37 2.27 1.44 0.17 1.75 1.57 -1.25 0.67 0.46 0.30 1.20 1.47 -0.90 -0.88 -0.55 1.43 1.73 1.98 1.69 -1.52
Standard Deviation(%) NA 8.45 7.35 8.03 9.35 NA NA 11.83 5.46 10.29 4.89 8.03 9.29 6.81 7.19 7.73 14.12 13.07 16.96 27.26 13.06 9.97 8.64 7.82 7.79 9.77 10.04 14.65 13.70 15.43 8.48 7.24 20.24
Draw Down(%) NA 12.14 12.14 12.14 12.14 NA NA 43.75 1.17 12.14 2.01 6.47 8.08 4.28 5.09 5.80 11.92 10.90 15.62 42.18 8.64 8.83 7.16 6.50 5.55 13.06 15.09 12.69 8.36 18.37 5.82 4.19 1.98
Yield(%) 0.00 5.99 3.20 3.31 5.83 4.53 3.53 5.97 0.05 6.03 2.33 0.49 2.38 5.05 5.42 4.70 13.80 1.89 0.98 4.82 3.13 0.08 0.09 0.25 0.48 1.15 1.09 2.41 2.18 0.92 12.12 15.59 0.23
Data as of 07/23/2019, AR inception is 12/22/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBABX (TRANSAMERICA MULTI-MANAGED BALANCED B) -11.15%
Feb 2006 - Feb 2009
-3.74%
Feb 2004 - Feb 2009
-0.62%
Mar 1999 - Mar 2009
4.22%
Aug 2000 - Aug 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBABX (TRANSAMERICA MULTI-MANAGED BALANCED B) 25.55%
Mar 1997 - Mar 2000
18.33%
Feb 2009 - Feb 2014
11.63%
Feb 2009 - Feb 2019
7.71%
Feb 1996 - Feb 2011
Annualized Rolling Returns Comparison Chart