Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IBAVX (Transamerica Multi-Managed Balanced Advi) | NA | 3.43% | NA | NA | NA | NA | NA | 6.10% |
Data as of 01/24/2020, AR inception is 03/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBAVX (Transamerica Multi-Managed Balanced Advi) | 03/06/2017 | 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 | 3.43 | NA | NA | NA | NA | NA | 6.10 | 0.00 | 7.11 | -3.80 | 9.25 |
| Sharpe Ratio | NA | 1.08 | NA | NA | NA | NA | NA | 0.45 | 0.00 | 1.72 | -0.50 | 2.62 |
| Standard Deviation(%) | NA | 1.91 | NA | NA | NA | NA | NA | 6.72 | NA | 3.32 | 10.29 | 4.06 |
| Draw Down(%) | NA | 0.60 | NA | NA | NA | NA | NA | 11.91 | 0.00 | 1.20 | 11.91 | 1.28 |
| Yield(%) | 0.00 | 0.00 | 3.70 | 2.22 | 1.11 | 0.74 | 0.55 | 5.54 | 0.00 | 0.00 | 7.33 | 3.29 |
Data as of 01/24/2020, AR inception is 03/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBAVX (Transamerica Multi-Managed Balanced Advi) |
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 |
|---|---|---|---|---|
| IBAVX (Transamerica Multi-Managed Balanced Advi) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart