Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IFLLX (TRANSAMERICA FLEXIBLE INCOME C) | 2.08% | 2.29% | 1.87% | -1.21% | 0.95% | 2.40% | 2.49% | 2.79% |
Data as of 07/16/2025, AR inception is 11/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFLLX (TRANSAMERICA FLEXIBLE INCOME C) | 11/14/2002 | 07/16/2025 |
| 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 (%) | -0.50 | 2.29 | 1.87 | -1.21 | 0.95 | 2.40 | 2.49 | 2.79 | 2.08 | 0.75 | 5.16 | -13.98 | -1.18 | 5.26 | 8.45 | -1.44 | 3.16 | 5.03 | -1.43 | 3.05 | 2.95 | 11.44 | 2.94 | 11.00 | 29.43 | -19.29 | 0.07 | 4.38 | 0.60 | 4.60 | 4.86 | 1.76 |
| Sharpe Ratio | NA | -0.11 | -0.23 | -0.60 | -0.10 | NA | NA | 0.41 | 0.24 | -1.12 | 0.14 | -2.41 | -0.40 | 0.83 | 2.85 | -1.54 | 1.42 | 2.50 | -0.82 | 2.01 | 1.24 | 7.22 | 1.06 | 3.67 | 8.12 | -4.09 | -0.63 | 0.41 | -0.56 | 0.98 | 1.03 | 3.96 |
| Standard Deviation(%) | NA | 4.89 | 5.99 | 5.26 | 4.35 | NA | NA | 3.81 | 5.05 | 5.21 | 6.60 | 6.39 | 3.03 | 6.03 | 2.47 | 1.79 | 1.79 | 1.93 | 1.79 | 1.51 | 2.36 | 1.59 | 2.74 | 2.97 | 3.61 | 4.92 | 4.69 | 2.74 | 2.80 | 3.72 | 4.07 | 3.64 |
| Draw Down(%) | NA | 4.61 | 8.89 | 18.79 | 18.79 | NA | NA | 22.05 | 2.86 | 3.92 | 7.80 | 17.47 | 3.29 | 12.01 | 1.59 | 1.91 | 0.98 | 2.02 | 3.24 | 1.34 | 4.34 | 0.93 | 4.85 | 2.33 | 2.57 | 20.53 | 5.56 | 3.08 | 3.14 | 6.02 | 5.48 | 0.91 |
| Yield(%) | 0.00 | 3.14 | 2.94 | 2.15 | 2.48 | 3.09 | 3.16 | 3.45 | 1.43 | 3.40 | 3.01 | 1.95 | 1.51 | 1.76 | 2.60 | 2.91 | 3.07 | 3.08 | 2.58 | 2.17 | 3.67 | 4.47 | 4.92 | 5.17 | 6.02 | 4.67 | 4.35 | 4.23 | 3.46 | 8.53 | 4.54 | 0.24 |
Data as of 07/16/2025, AR inception is 11/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFLLX (TRANSAMERICA FLEXIBLE INCOME C) |
-5.60%
Oct 2020 - Oct 2023 |
-2.54%
Feb 2004 - Feb 2009 |
0.20%
Oct 2013 - Oct 2023 |
2.23%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFLLX (TRANSAMERICA FLEXIBLE INCOME C) |
15.13%
Feb 2009 - Feb 2012 |
11.32%
Feb 2009 - Feb 2014 |
6.47%
Mar 2009 - Mar 2019 |
4.29%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart