Performance Comparison
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