Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ICLAX (TRANSAMERICA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO A) | 6.54% | 9.69% | 7.15% | 2.55% | 3.76% | 4.54% | 4.39% | 4.84% |
Data as of 07/25/2025, AR inception is 03/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICLAX (TRANSAMERICA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO A) | 03/08/2002 | 07/25/2025 |
| 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 (%) | 0.90 | 9.69 | 7.15 | 2.55 | 3.76 | 4.54 | 4.39 | 4.84 | 6.54 | 6.28 | 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 | 0.88 | 0.50 | 0.07 | 0.33 | NA | NA | 0.49 | 1.09 | -0.05 | 0.92 | -1.68 | 0.00 | 0.92 | 3.20 | -1.21 | 3.65 | 1.04 | -0.11 | 1.00 | 1.91 | 2.46 | 0.01 | 1.40 | 2.44 | -1.45 | 0.73 | 1.09 | 0.59 | 1.54 | 2.77 | -1.06 |
| Standard Deviation(%) | NA | 7.40 | 7.52 | 7.73 | 7.02 | NA | NA | 7.40 | 8.21 | 6.47 | 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 | 6.69 | 9.70 | 24.84 | 24.84 | NA | NA | 30.97 | 6.69 | 3.83 | 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 | 2.27 | 2.43 | 2.27 | 3.75 | 4.33 | 4.28 | 4.70 | 0.54 | 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 07/25/2025, AR inception 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