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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
IMGRX (TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO R) 10.63% 16.06% 11.06% 6.00% 5.74% 6.81% NA 5.63%
Data as of 07/25/2025, AR inception is 06/20/2006
More Performance Analytics Comparison
Name Start Date End Date
IMGRX (TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO R) 06/20/2006 07/25/2025
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 (%) 1.43 16.06 11.06 6.00 5.74 6.81 NA 5.63 10.63 6.41 13.56 -19.52 5.08 13.26 17.52 -8.74 15.52 6.75 -0.64 4.70 20.18 12.42 -4.56 12.74 26.64 -32.97 8.47 12.94
Sharpe Ratio NA 0.80 0.59 0.31 0.33 NA NA 0.33 1.10 -0.02 1.00 -1.28 0.44 0.57 2.16 -1.03 3.25 0.68 -0.07 0.60 2.44 1.35 -0.26 0.96 1.42 -1.20 0.47 2.77
Standard Deviation(%) NA 16.12 12.96 13.09 12.78 NA NA 13.90 15.23 11.61 9.41 16.40 11.60 22.65 7.45 9.79 4.60 9.64 9.83 7.82 8.25 9.24 17.89 13.21 18.63 28.05 11.64 8.08
Draw Down(%) NA 14.89 14.89 29.44 29.44 NA NA 46.75 12.99 9.16 9.10 23.48 7.79 27.39 4.59 15.91 1.50 8.77 9.64 5.69 6.02 8.46 18.16 10.76 19.48 42.28 7.98 4.40
Yield(%) 0.00 6.19 3.20 2.56 4.98 5.75 4.66 4.90 0.00 6.72 1.78 0.62 2.56 0.94 7.52 11.55 10.13 6.76 7.16 10.70 2.16 1.72 1.21 1.44 3.05 2.48 4.47 5.69
Data as of 07/25/2025, 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
IMGRX (TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO R) -6.13%
Jun 2007 - Jun 2010
-0.86%
May 2007 - May 2012
3.41%
Oct 2013 - Oct 2023
2.89%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMGRX (TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO R) 18.98%
Feb 2009 - Feb 2012
16.26%
Feb 2009 - Feb 2014
10.20%
Feb 2009 - Feb 2019
8.20%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart