Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IMDRX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO R) | 7.16% | 5.88% | 8.58% | 3.52% | 4.04% | 5.28% | NA | 4.68% |
Data as of 07/14/2025, AR inception is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMDRX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO R) | 06/20/2006 | 07/14/2025 |
| 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 (%) | 0.24 | 5.88 | 8.58 | 3.52 | 4.04 | 5.28 | NA | 4.68 | 7.16 | 6.56 | 10.85 | -16.18 | 1.94 | 11.71 | 14.39 | -6.52 | 12.23 | 5.91 | -0.91 | 4.08 | 13.70 | 10.73 | -1.71 | 11.00 | 25.00 | -26.56 | 7.54 | 10.99 |
| Sharpe Ratio | NA | 0.26 | 0.49 | 0.14 | 0.29 | NA | NA | 0.35 | 0.96 | 0.00 | 0.87 | -1.39 | 0.21 | 0.71 | 2.60 | -1.14 | 3.42 | 0.83 | -0.14 | 0.76 | 2.28 | 1.60 | -0.13 | 1.12 | 1.88 | -1.30 | 0.53 | 2.88 |
| Standard Deviation(%) | NA | 11.45 | 9.87 | 10.00 | 9.38 | NA | NA | 10.22 | 11.45 | 9.42 | 7.67 | 12.66 | 9.28 | 15.98 | 4.99 | 6.89 | 3.41 | 6.88 | 6.82 | 5.37 | 5.98 | 6.71 | 13.03 | 9.71 | 13.24 | 21.02 | 8.69 | 6.34 |
| Draw Down(%) | NA | 11.55 | 11.55 | 26.79 | 26.79 | NA | NA | 37.83 | 9.42 | 5.88 | 8.01 | 21.15 | 7.16 | 21.15 | 2.74 | 11.72 | 1.17 | 6.11 | 7.49 | 3.98 | 5.29 | 5.99 | 13.05 | 8.09 | 14.75 | 35.21 | 6.00 | 3.22 |
| Yield(%) | 0.00 | 2.00 | 1.95 | 1.85 | 3.90 | 4.75 | 4.16 | 4.38 | 0.00 | 2.18 | 2.16 | 1.11 | 2.40 | 1.46 | 5.90 | 8.35 | 7.82 | 5.33 | 6.08 | 9.61 | 6.54 | 2.06 | 1.78 | 2.04 | 4.00 | 3.48 | 5.09 | 6.14 |
Data as of 07/14/2025, 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 |
|---|---|---|---|---|
| IMDRX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO R) |
-2.77%
Jun 2007 - Jun 2010 |
-0.24%
Sep 2017 - Sep 2022 |
2.59%
Oct 2013 - Oct 2023 |
2.67%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMDRX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO R) |
16.97%
Feb 2009 - Feb 2012 |
13.83%
Feb 2009 - Feb 2014 |
8.61%
Feb 2009 - Feb 2019 |
6.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart