Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IMLLX (TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO C) | 10.28% | 15.38% | 10.42% | 5.46% | 5.22% | 6.29% | 5.11% | 6.22% |
Data as of 07/25/2025, AR inception is 12/16/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMLLX (TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO C) | 12/16/2002 | 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 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 15.38 | 10.42 | 5.46 | 5.22 | 6.29 | 5.11 | 6.22 | 10.28 | 6.57 | 13.06 | -19.99 | 4.73 | 12.77 | 16.96 | -9.19 | 15.02 | 6.22 | -1.09 | 4.22 | 19.52 | 11.91 | -5.06 | 12.16 | 26.17 | -33.28 | 7.98 | 12.71 | 7.10 | 10.76 | 25.91 | -2.09 |
| Sharpe Ratio | NA | 0.79 | 0.56 | 0.27 | 0.29 | NA | NA | 0.37 | 1.05 | 0.00 | 0.94 | -1.30 | 0.41 | 0.55 | 2.10 | -1.07 | 3.13 | 0.62 | -0.11 | 0.54 | 2.37 | 1.29 | -0.28 | 0.92 | 1.40 | -1.23 | 0.43 | 1.04 | 0.60 | 1.01 | 2.07 | -3.18 |
| Standard Deviation(%) | NA | 15.45 | 12.68 | 12.93 | 12.69 | NA | NA | 13.32 | 15.24 | 11.13 | 9.41 | 16.45 | 11.54 | 22.56 | 7.41 | 9.81 | 4.62 | 9.65 | 9.83 | 7.76 | 8.24 | 9.28 | 17.86 | 13.14 | 18.68 | 27.76 | 11.60 | 9.12 | 8.17 | 9.69 | 12.17 | 13.23 |
| Draw Down(%) | NA | 14.28 | 14.28 | 29.71 | 29.71 | NA | NA | 47.10 | 13.09 | 8.44 | 9.25 | 23.87 | 7.67 | 27.36 | 4.63 | 16.28 | 1.50 | 8.83 | 9.78 | 5.76 | 6.09 | 8.53 | 18.32 | 10.85 | 19.59 | 42.56 | 7.95 | 9.96 | 5.64 | 8.86 | 9.94 | 2.44 |
| Yield(%) | 0.00 | 5.28 | 2.35 | 1.77 | 4.35 | 5.01 | 4.30 | 5.46 | 0.00 | 5.70 | 0.87 | 0.09 | 1.68 | 0.28 | 6.81 | 10.37 | 9.50 | 6.23 | 6.62 | 10.20 | 1.64 | 1.16 | 0.73 | 0.89 | 2.35 | 1.95 | 4.06 | 4.91 | 3.91 | 1.85 | 0.24 | 0.00 |
Data as of 07/25/2025, AR inception is 12/16/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMLLX (TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO C) |
-11.92%
Feb 2006 - Feb 2009 |
-4.09%
Feb 2004 - Feb 2009 |
2.92%
Oct 2013 - Oct 2023 |
2.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMLLX (TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO C) |
18.47%
Feb 2009 - Feb 2012 |
15.73%
Feb 2009 - Feb 2014 |
9.69%
Feb 2009 - Feb 2019 |
7.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart