Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICVRX (TRANSAMERICA ASSET ALLOCATION – CONSERVATIVE PORTFOLIO R) | 3.68% | 11.76% | 9.52% | 2.23% | 4.25% | 4.17% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICVRX (TRANSAMERICA ASSET ALLOCATION – CONSERVATIVE PORTFOLIO R) | 06/20/2006 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 11.76 | 9.52 | 2.23 | 4.25 | 4.17 | NA | … | … | 3.68 | 11.94 | 7.18 | 10.00 | -15.42 | -0.18 | 10.56 | 11.97 | -4.80 | 9.56 | 5.02 | -0.90 | 3.96 | 8.02 | 9.40 | -0.20 | 9.32 | 24.18 | -21.80 | 7.26 | 8.06 |
| Sharpe Ratio | NA | 1.57 | 0.95 | -0.03 | 0.37 | NA | NA | … | … | 0.83 | 1.29 | 0.56 | 0.95 | -1.71 | -0.03 | 0.89 | 3.08 | -1.32 | 3.47 | 0.95 | -0.18 | 0.96 | 1.80 | 2.34 | -0.03 | 1.30 | 2.42 | -1.46 | 0.67 | 2.64 |
| Standard Deviation(%) | NA | 6.20 | 6.89 | 7.70 | 7.08 | NA | NA | … | … | 7.62 | 7.05 | 6.30 | 6.71 | 9.91 | 7.61 | 11.51 | 3.41 | 4.72 | 2.58 | 5.08 | 5.04 | 4.10 | 4.43 | 4.03 | 9.07 | 7.10 | 9.95 | 15.57 | 6.18 | 4.60 |
| Draw Down(%) | NA | 5.25 | 7.17 | 24.93 | 24.93 | NA | NA | … | … | 5.25 | 6.73 | 3.60 | 7.17 | 19.63 | 6.60 | 16.21 | 1.42 | 8.42 | 0.98 | 4.35 | 5.93 | 3.02 | 4.93 | 3.17 | 9.23 | 5.82 | 11.64 | 30.58 | 4.15 | 2.26 |
| Yield(%) | 0.00 | 3.03 | 2.83 | 2.07 | 3.35 | 3.75 | 3.90 | … | … | 0.31 | 3.27 | 2.69 | 2.36 | 1.22 | 2.06 | 1.98 | 3.91 | 6.57 | 6.28 | 4.20 | 5.12 | 9.12 | 4.97 | 2.75 | 2.09 | 2.23 | 4.50 | 3.74 | 4.81 | 4.94 |
Data as of 06/04/2026, Common starting date is 06/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICVRX (TRANSAMERICA ASSET ALLOCATION – CONSERVATIVE PORTFOLIO R) |
-3.83%
Nov 2020 – Nov 2023 |
-0.63%
Sep 2017 – Sep 2022 |
1.79%
Oct 2013 – Oct 2023 |
2.31%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICVRX (TRANSAMERICA ASSET ALLOCATION – CONSERVATIVE PORTFOLIO R) |
15.10%
Feb 2009 – Feb 2012 |
11.74%
Feb 2009 – Feb 2014 |
7.26%
Feb 2009 – Feb 2019 |
5.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart