Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ICLLX (TRANSAMERICA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO C) | 6.31% | 9.09% | 6.37% | 1.78% | 2.98% | 3.79% | 3.67% | 4.60% |
Data as of 07/25/2025, AR inception is 11/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICLLX (TRANSAMERICA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO C) | 11/26/2002 | 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 (%) | 1.01 | 9.09 | 6.37 | 1.78 | 2.98 | 3.79 | 3.67 | 4.60 | 6.31 | 5.59 | 9.44 | -15.90 | -0.86 | 10.00 | 11.54 | -5.17 | 9.09 | 4.68 | -1.26 | 3.57 | 7.62 | 8.93 | -0.51 | 9.33 | 23.85 | -22.19 | 6.77 | 8.39 | 4.07 | 9.18 | 20.22 | -1.38 |
| Sharpe Ratio | NA | 0.80 | 0.40 | -0.03 | 0.21 | NA | NA | 0.45 | 1.03 | -0.16 | 0.79 | -1.76 | -0.11 | 0.84 | 2.85 | -1.36 | 3.38 | 0.88 | -0.26 | 0.87 | 1.72 | 2.26 | -0.06 | 1.31 | 2.38 | -1.49 | 0.61 | 0.97 | 0.40 | 1.42 | 2.66 | -2.01 |
| Standard Deviation(%) | NA | 7.40 | 7.50 | 7.73 | 7.04 | NA | NA | 7.32 | 8.26 | 6.32 | 6.61 | 9.88 | 7.70 | 11.53 | 3.55 | 4.77 | 2.52 | 5.07 | 5.01 | 4.09 | 4.40 | 3.96 | 9.09 | 7.08 | 9.98 | 15.50 | 6.17 | 5.30 | 4.71 | 5.82 | 7.33 | 7.45 |
| Draw Down(%) | NA | 6.88 | 9.71 | 25.43 | 25.43 | NA | NA | 31.47 | 6.77 | 3.70 | 7.28 | 20.00 | 6.79 | 16.26 | 1.44 | 8.84 | 1.00 | 4.33 | 6.12 | 3.08 | 4.92 | 3.29 | 9.27 | 5.58 | 11.76 | 30.78 | 4.19 | 5.85 | 3.90 | 6.12 | 4.65 | 2.43 |
| Yield(%) | 0.00 | 1.71 | 1.69 | 1.58 | 3.07 | 3.62 | 3.64 | 4.42 | 0.35 | 2.15 | 1.85 | 0.79 | 1.59 | 1.76 | 3.54 | 6.23 | 5.96 | 3.95 | 4.86 | 8.89 | 4.64 | 2.39 | 1.90 | 2.25 | 4.34 | 3.37 | 4.32 | 5.69 | 5.29 | 5.54 | 2.09 | 0.00 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| ICLLX (TRANSAMERICA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO C) |
-6.45%
Feb 2006 - Feb 2009 |
-1.58%
Feb 2004 - Feb 2009 |
1.33%
Oct 2013 - Oct 2023 |
1.92%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICLLX (TRANSAMERICA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO C) |
14.90%
Feb 2009 - Feb 2012 |
11.42%
Feb 2009 - Feb 2014 |
6.92%
Feb 2009 - Feb 2019 |
5.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart