Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IGWRX (TRANSAMERICA ASSET ALLOCATION - GROWTH PORTFOLIO R) | 9.64% | 7.58% | 11.31% | 6.71% | 6.06% | 7.90% | NA | 5.90% |
Data as of 07/15/2025, AR inception is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGWRX (TRANSAMERICA ASSET ALLOCATION - GROWTH PORTFOLIO R) | 06/20/2006 | 07/15/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 7.58 | 11.31 | 6.71 | 6.06 | 7.90 | NA | 5.90 | 9.64 | 12.39 | 17.95 | -25.65 | 10.04 | 14.59 | 21.62 | -11.79 | 19.87 | 7.95 | -0.60 | 5.04 | 27.22 | 14.40 | -6.51 | 13.98 | 29.01 | -40.29 | 9.18 | 15.43 |
| Sharpe Ratio | NA | 0.29 | 0.49 | 0.29 | 0.28 | NA | NA | 0.26 | 0.79 | 0.43 | 1.11 | -1.16 | 0.68 | 0.44 | 1.86 | -0.96 | 3.08 | 0.62 | -0.05 | 0.48 | 2.65 | 1.13 | -0.27 | 0.77 | 1.11 | -1.06 | 0.40 | 2.69 |
| Standard Deviation(%) | NA | 19.42 | 16.78 | 17.16 | 17.32 | NA | NA | 18.94 | 22.17 | 13.34 | 12.46 | 23.44 | 14.74 | 32.16 | 10.88 | 13.71 | 6.28 | 12.51 | 12.82 | 10.37 | 10.25 | 12.81 | 23.85 | 18.14 | 26.05 | 38.91 | 15.59 | 10.28 |
| Draw Down(%) | NA | 19.97 | 19.97 | 32.95 | 35.34 | NA | NA | 56.62 | 17.89 | 8.49 | 10.66 | 27.20 | 8.13 | 35.34 | 7.03 | 21.06 | 2.16 | 11.14 | 11.66 | 7.49 | 6.35 | 11.75 | 22.48 | 14.82 | 25.56 | 51.14 | 10.66 | 5.60 |
| Yield(%) | 0.00 | 0.59 | 0.63 | 1.16 | 4.96 | 6.23 | 4.55 | 4.79 | 0.00 | 0.68 | 1.15 | 0.05 | 2.99 | 0.52 | 9.79 | 13.70 | 11.63 | 8.04 | 8.41 | 7.50 | 2.15 | 0.87 | 0.85 | 0.41 | 1.03 | 1.49 | 3.23 | 6.23 |
Data as of 07/15/2025, AR inception is 06/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGWRX (TRANSAMERICA ASSET ALLOCATION - GROWTH PORTFOLIO R) |
-10.50%
Jun 2007 - Jun 2010 |
-3.23%
May 2007 - May 2012 |
3.90%
Nov 2006 - Nov 2016 |
3.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGWRX (TRANSAMERICA ASSET ALLOCATION - GROWTH PORTFOLIO R) |
22.24%
Feb 2009 - Feb 2012 |
19.38%
Feb 2009 - Feb 2014 |
12.20%
Feb 2009 - Feb 2019 |
9.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart