Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICLAX (TRANSAMERICA ASSET ALLOCATION – CONSERVATIVE PORTFOLIO A) | 3.62% | 12.21% | 9.69% | 2.52% | 4.55% | 4.42% | 4.53% | … | … |
Data as of 06/03/2026, Common starting date is 03/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICLAX (TRANSAMERICA ASSET ALLOCATION – CONSERVATIVE PORTFOLIO A) | 03/08/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.25 | 12.21 | 9.69 | 2.52 | 4.55 | 4.42 | 4.53 | … | … | 3.62 | 12.17 | 7.31 | 10.23 | -15.19 | 0.02 | 10.85 | 12.35 | -4.37 | 9.86 | 5.52 | -0.52 | 4.19 | 8.36 | 9.59 | 0.11 | 10.00 | 24.64 | -21.83 | 7.47 | 9.05 | 4.99 | 9.93 | 20.84 | -6.99 |
| Sharpe Ratio | NA | 1.61 | 1.00 | 0.00 | 0.42 | NA | NA | … | … | 0.89 | 1.33 | 0.58 | 1.01 | -1.68 | 0.00 | 0.92 | 3.18 | -1.23 | 3.64 | 1.04 | -0.11 | 1.00 | 1.91 | 2.46 | 0.01 | 1.40 | 2.44 | -1.46 | 0.71 | 1.06 | 0.58 | 1.53 | 2.76 | -1.06 |
| Standard Deviation(%) | NA | 6.20 | 6.86 | 7.69 | 7.06 | NA | NA | … | … | 7.63 | 7.03 | 6.31 | 6.59 | 9.92 | 7.61 | 11.50 | 3.42 | 4.70 | 2.54 | 5.10 | 5.06 | 4.17 | 4.37 | 3.91 | 9.10 | 7.07 | 10.08 | 15.59 | 6.13 | 5.33 | 4.74 | 5.85 | 7.29 | 9.06 |
| Draw Down(%) | NA | 5.28 | 7.10 | 24.84 | 24.84 | NA | NA | … | … | 5.28 | 6.69 | 3.46 | 7.10 | 19.52 | 6.61 | 16.13 | 1.43 | 8.14 | 0.99 | 4.30 | 5.89 | 2.95 | 4.89 | 3.18 | 9.10 | 5.50 | 11.72 | 30.50 | 4.10 | 5.83 | 3.68 | 5.97 | 4.64 | 13.04 |
| Yield(%) | 0.00 | 3.31 | 3.12 | 2.33 | 3.69 | 4.05 | 4.15 | … | … | 0.37 | 3.55 | 2.95 | 2.68 | 1.50 | 2.38 | 2.24 | 4.39 | 7.04 | 6.72 | 4.69 | 5.55 | 9.56 | 5.27 | 2.97 | 2.41 | 2.83 | 4.79 | 3.89 | 4.92 | 6.32 | 5.92 | 6.25 | 2.77 | 1.06 |
Data as of 06/03/2026, Common starting date is 03/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICLAX (TRANSAMERICA ASSET ALLOCATION – CONSERVATIVE PORTFOLIO A) |
-5.89%
Feb 2006 – Feb 2009 |
-0.94%
Feb 2004 – Feb 2009 |
2.11%
Oct 2013 – Oct 2023 |
2.64%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICLAX (TRANSAMERICA ASSET ALLOCATION – CONSERVATIVE PORTFOLIO A) |
15.59%
Feb 2009 – Feb 2012 |
12.11%
Feb 2009 – Feb 2014 |
7.64%
Feb 2009 – Feb 2019 |
6.46%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart