Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IBLLX (TRANSAMERICA MULTI-MANAGED BALANCED C) | 4.89% | 7.61% | 9.55% | 5.36% | 6.08% | 8.14% | 6.51% | 6.87% |
Data as of 07/11/2025, AR inception is 11/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBLLX (TRANSAMERICA MULTI-MANAGED BALANCED C) | 11/26/2002 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 7.61 | 9.55 | 5.36 | 6.08 | 8.14 | 6.51 | 6.87 | 4.89 | 6.64 | 14.48 | -18.77 | 8.66 | 10.18 | 20.42 | -4.72 | 12.94 | 6.74 | -0.90 | 9.60 | 16.69 | 11.34 | 2.79 | 23.19 | 26.91 | -33.10 | 11.85 | 7.85 | 4.83 | 10.20 | 12.15 | -0.92 |
| Sharpe Ratio | NA | 0.30 | 0.51 | 0.26 | 0.40 | NA | NA | 0.45 | 0.47 | 0.00 | 1.14 | -1.29 | 0.88 | 0.47 | 2.62 | -0.59 | 2.47 | 0.81 | -0.10 | 1.41 | 2.31 | 1.47 | 0.20 | 1.78 | 1.58 | -1.25 | 0.68 | 0.46 | 0.31 | 1.19 | 1.47 | -1.31 |
| Standard Deviation(%) | NA | 14.50 | 12.13 | 12.12 | 11.91 | NA | NA | 12.41 | 14.05 | 9.80 | 9.02 | 15.71 | 9.84 | 21.19 | 7.25 | 10.30 | 5.01 | 8.02 | 9.31 | 6.80 | 7.21 | 7.74 | 14.12 | 13.00 | 16.99 | 27.23 | 13.08 | 9.93 | 8.63 | 7.77 | 7.80 | 8.00 |
| Draw Down(%) | NA | 15.02 | 15.02 | 25.57 | 25.57 | NA | NA | 43.69 | 11.25 | 9.09 | 7.98 | 21.34 | 6.97 | 23.59 | 3.57 | 12.14 | 2.14 | 6.45 | 7.97 | 4.24 | 5.04 | 5.75 | 11.72 | 10.80 | 15.56 | 42.13 | 8.66 | 8.86 | 7.18 | 6.50 | 5.55 | 2.32 |
| Yield(%) | 0.00 | 6.84 | 3.27 | 1.96 | 2.93 | 5.05 | 4.22 | 4.69 | 0.24 | 7.82 | 0.88 | 0.22 | 0.00 | 0.24 | 4.08 | 6.55 | 2.76 | 0.84 | 2.72 | 5.45 | 5.76 | 5.05 | 14.25 | 2.20 | 1.29 | 5.00 | 3.17 | 0.09 | 0.16 | 0.44 | 0.48 | 0.00 |
Data as of 07/11/2025, AR inception is 11/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBLLX (TRANSAMERICA MULTI-MANAGED BALANCED C) |
-11.11%
Feb 2006 - Feb 2009 |
-3.73%
Feb 2004 - Feb 2009 |
4.75%
Oct 2013 - Oct 2023 |
4.77%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBLLX (TRANSAMERICA MULTI-MANAGED BALANCED C) |
23.77%
Feb 2009 - Feb 2012 |
18.63%
Feb 2009 - Feb 2014 |
11.95%
Feb 2009 - Feb 2019 |
9.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart