Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IBALX (TRANSAMERICA MULTI-MANAGED BALANCED A) | 5.17% | 9.38% | 8.54% | 5.49% | 6.88% | 8.65% | 7.12% | 8.50% |
Data as of 08/01/2025, AR inception is 03/14/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBALX (TRANSAMERICA MULTI-MANAGED BALANCED A) | 03/14/1995 | 08/01/2025 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.22 | 9.38 | 8.54 | 5.49 | 6.88 | 8.65 | 7.12 | 8.50 | 5.17 | 7.44 | 15.39 | -18.12 | 9.65 | 11.13 | 21.32 | -3.99 | 13.84 | 7.50 | -0.20 | 10.35 | 17.38 | 12.03 | 3.30 | 23.92 | 27.55 | -32.70 | 12.42 | 8.46 | 5.33 | 10.97 | 12.91 | -6.78 | -5.86 | -3.40 | 23.55 | 30.81 | 21.16 | 16.60 | 17.94 |
| Sharpe Ratio | NA | 0.43 | 0.43 | 0.29 | 0.46 | NA | NA | 0.55 | 0.45 | 0.09 | 1.25 | -1.24 | 0.99 | 0.51 | 2.75 | -0.52 | 2.57 | 0.91 | -0.02 | 1.52 | 2.41 | 1.57 | 0.23 | 1.83 | 1.62 | -1.23 | 0.72 | 0.52 | 0.36 | 1.28 | 1.58 | -0.81 | -0.83 | -0.51 | 1.48 | 1.78 | 2.08 | 1.78 | 3.21 |
| Standard Deviation(%) | NA | 14.34 | 12.02 | 12.09 | 11.91 | NA | NA | 12.13 | 13.40 | 9.81 | 9.02 | 15.74 | 9.77 | 21.13 | 7.23 | 10.31 | 5.16 | 8.05 | 9.31 | 6.82 | 7.19 | 7.71 | 14.13 | 13.01 | 16.93 | 27.21 | 13.10 | 9.93 | 8.68 | 7.80 | 7.75 | 9.78 | 10.06 | 14.70 | 13.76 | 15.40 | 8.44 | 7.30 | 5.94 |
| Draw Down(%) | NA | 14.82 | 14.82 | 24.99 | 24.99 | NA | NA | 43.33 | 11.15 | 9.07 | 7.80 | 20.89 | 6.80 | 23.54 | 3.47 | 11.96 | 2.24 | 6.39 | 7.71 | 4.18 | 5.01 | 5.68 | 11.43 | 10.71 | 15.49 | 41.81 | 8.60 | 8.81 | 7.08 | 6.25 | 5.48 | 12.86 | 14.71 | 12.55 | 8.22 | 18.23 | 5.83 | 4.11 | 2.20 |
| Yield(%) | 0.00 | 7.31 | 3.76 | 2.58 | 3.71 | 5.74 | 4.90 | 8.29 | 0.42 | 8.45 | 1.68 | 0.88 | 0.66 | 0.98 | 4.82 | 7.22 | 3.51 | 1.60 | 3.32 | 6.02 | 6.31 | 5.50 | 14.55 | 2.75 | 1.86 | 5.46 | 3.64 | 0.43 | 0.51 | 0.97 | 1.14 | 1.95 | 1.69 | 3.03 | 2.82 | 1.62 | 12.82 | 16.28 | 0.98 |
Data as of 08/01/2025, AR inception is 03/14/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBALX (TRANSAMERICA MULTI-MANAGED BALANCED A) |
-10.61%
Feb 2006 - Feb 2009 |
-3.19%
Feb 2004 - Feb 2009 |
0.02%
Mar 1999 - Mar 2009 |
4.99%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBALX (TRANSAMERICA MULTI-MANAGED BALANCED A) |
26.33%
Mar 1997 - Mar 2000 |
21.76%
Apr 1995 - Apr 2000 |
12.68%
Feb 2009 - Feb 2019 |
10.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart