Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IBATX (Transamerica Multi-Managed Balanced Clas) | NA | 3.41% | NA | NA | NA | NA | NA | 6.04% |
Data as of 01/24/2020, AR inception is 03/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBATX (Transamerica Multi-Managed Balanced Clas) | 03/20/2017 | 01/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.41 | NA | NA | NA | NA | NA | 6.04 | 0.00 | 7.11 | -3.90 | 9.24 |
| Sharpe Ratio | NA | 1.08 | NA | NA | NA | NA | NA | 0.45 | 0.00 | 1.74 | -0.51 | 2.78 |
| Standard Deviation(%) | NA | 1.89 | NA | NA | NA | NA | NA | 6.73 | NA | 3.28 | 10.28 | 4.03 |
| Draw Down(%) | NA | 0.58 | NA | NA | NA | NA | NA | 11.91 | 0.00 | 1.16 | 11.91 | 1.23 |
| Yield(%) | 0.00 | 0.00 | 3.66 | 2.19 | 1.10 | 0.73 | 0.55 | 5.48 | 0.00 | 0.00 | 7.28 | 3.23 |
Data as of 01/24/2020, AR inception is 03/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBATX (Transamerica Multi-Managed Balanced Clas) |
0.00%
NA |
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 |
|---|---|---|---|---|
| IBATX (Transamerica Multi-Managed Balanced Clas) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart