Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMLLX (TRANSAMERICA ASSET ALLOCATION – MODERATE GROWTH PORTFOLIO C) | 7.02% | 18.98% | 14.84% | 4.62% | 6.76% | 6.36% | 5.41% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMLLX (TRANSAMERICA ASSET ALLOCATION – MODERATE GROWTH PORTFOLIO C) | 12/16/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.32 | 18.98 | 14.84 | 4.62 | 6.76 | 6.36 | 5.41 | … | … | 7.02 | 17.02 | 12.18 | 14.79 | -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 | 1.73 | 1.09 | 0.18 | 0.42 | NA | NA | … | … | 1.23 | 1.11 | 0.91 | 1.21 | -1.31 | 0.41 | 0.55 | 2.09 | -1.08 | 3.12 | 0.62 | -0.11 | 0.54 | 2.37 | 1.29 | -0.29 | 0.92 | 1.40 | -1.23 | 0.42 | 1.02 | 0.59 | 1.01 | 2.07 | -3.19 |
| Standard Deviation(%) | NA | 9.86 | 10.90 | 12.20 | 12.34 | NA | NA | … | … | 11.91 | 12.74 | 9.38 | 9.27 | 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 | 7.68 | 13.09 | 29.71 | 29.71 | NA | NA | … | … | 7.68 | 13.09 | 5.78 | 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 | 6.08 | 5.19 | 2.86 | 4.76 | 4.94 | 4.33 | … | … | 0.00 | 6.40 | 5.70 | 2.59 | 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 06/04/2026, Common starting date 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 |
7.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart