Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IDITX (TRANSAMERICA FLEXIBLE INCOME A) | 2.74% | 3.97% | 2.45% | -0.58% | 1.77% | 3.16% | 3.26% | 5.08% |
Data as of 07/21/2025, AR inception is 07/14/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDITX (TRANSAMERICA FLEXIBLE INCOME A) | 07/14/1987 | 07/21/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 3.97 | 2.45 | -0.58 | 1.77 | 3.16 | 3.26 | 5.08 | 2.74 | 1.77 | 5.95 | -13.47 | -0.63 | 5.98 | 9.08 | -0.77 | 4.90 | 5.76 | -0.72 | 3.76 | 3.69 | 12.20 | 3.65 | 12.35 | 30.02 | -18.80 | 0.80 | 4.79 | 1.44 | 4.79 | 5.53 | 9.71 | 6.94 | 5.92 | 0.94 | 7.80 | 11.57 | 5.48 | 18.84 | -4.21 | 13.91 | 10.94 | 23.35 | -5.53 | 3.66 | 8.89 | 3.16 |
| Sharpe Ratio | NA | 0.03 | -0.13 | -0.50 | 0.07 | NA | NA | 0.71 | 0.32 | -0.90 | 0.26 | -2.35 | -0.21 | 0.94 | 2.95 | -1.05 | 2.36 | 2.74 | -0.42 | 2.56 | 1.54 | 7.76 | 1.36 | 4.02 | 8.13 | -4.01 | -0.47 | 0.57 | -0.26 | 1.02 | 1.17 | 1.84 | 0.94 | 0.69 | -0.75 | 1.26 | 2.69 | 0.45 | 3.79 | -2.12 | 4.45 | 2.77 | 4.71 | -1.47 | -0.42 | 0.65 | 0.41 |
| Standard Deviation(%) | NA | 4.91 | 6.01 | 5.29 | 4.40 | NA | NA | 4.10 | 4.96 | 5.34 | 6.65 | 6.34 | 3.10 | 6.10 | 2.60 | 2.00 | 1.81 | 2.03 | 1.79 | 1.46 | 2.38 | 1.58 | 2.67 | 3.05 | 3.68 | 4.91 | 4.70 | 2.69 | 2.76 | 3.77 | 4.15 | 4.68 | 5.01 | 2.64 | 3.04 | 3.56 | 2.98 | 4.33 | 3.96 | 3.38 | 2.65 | 3.07 | 4.14 | 7.33 | 4.93 | 6.50 | 6.52 |
| Draw Down(%) | NA | 4.36 | 8.72 | 18.19 | 18.19 | NA | NA | 21.27 | 2.84 | 3.74 | 7.34 | 16.98 | 3.16 | 12.13 | 1.58 | 1.53 | 0.97 | 2.05 | 2.84 | 1.05 | 4.19 | 0.93 | 4.84 | 2.38 | 2.42 | 20.04 | 5.33 | 2.90 | 3.02 | 5.94 | 5.39 | 2.62 | 4.52 | 3.50 | 3.11 | 2.95 | 1.97 | 4.54 | 2.23 | 6.85 | 0.81 | 1.58 | 1.26 | 10.66 | 3.56 | 2.82 | 6.35 |
| Yield(%) | 0.00 | 3.78 | 3.53 | 2.69 | 3.10 | 3.76 | 3.78 | 5.07 | 1.72 | 4.08 | 3.64 | 2.48 | 2.14 | 2.40 | 3.25 | 3.54 | 3.76 | 3.80 | 3.27 | 2.88 | 4.38 | 5.10 | 5.49 | 6.20 | 6.59 | 5.16 | 4.94 | 4.72 | 4.28 | 8.62 | 5.20 | 4.47 | 5.48 | 5.68 | 5.50 | 5.95 | 6.72 | 6.33 | 7.23 | 6.61 | 7.17 | 8.98 | 10.19 | 9.43 | 9.68 | 9.04 | 3.92 |
Data as of 07/21/2025, AR inception is 07/14/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDITX (TRANSAMERICA FLEXIBLE INCOME A) |
-5.04%
Feb 2006 - Feb 2009 |
-2.05%
Feb 2004 - Feb 2009 |
0.97%
Oct 2013 - Oct 2023 |
3.01%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDITX (TRANSAMERICA FLEXIBLE INCOME A) |
17.54%
Sep 1990 - Sep 1993 |
12.31%
Oct 1990 - Oct 1995 |
9.42%
Sep 1990 - Sep 2000 |
8.31%
Sep 1990 - Sep 2005 |
Annualized Rolling Returns Comparison Chart