Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IMOAX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO A) | 8.77% | 12.97% | 9.20% | 4.32% | 4.81% | 5.71% | 5.11% | 5.34% |
Data as of 07/25/2025, AR inception is 03/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMOAX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO A) | 03/08/2002 | 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 (%) | 1.21 | 12.97 | 9.20 | 4.32 | 4.81 | 5.71 | 5.11 | 5.34 | 8.77 | 4.64 | 11.17 | -16.03 | 2.24 | 11.90 | 14.68 | -6.22 | 12.45 | 6.08 | -0.60 | 4.36 | 13.85 | 11.04 | -1.64 | 11.27 | 25.27 | -26.42 | 7.81 | 11.51 | 6.03 | 10.98 | 23.80 | -12.73 |
| Sharpe Ratio | NA | 0.80 | 0.57 | 0.23 | 0.35 | NA | NA | 0.41 | 1.18 | -0.21 | 0.91 | -1.39 | 0.24 | 0.73 | 2.67 | -1.11 | 3.53 | 0.86 | -0.09 | 0.81 | 2.30 | 1.66 | -0.13 | 1.15 | 1.90 | -1.30 | 0.55 | 1.18 | 0.62 | 1.38 | 2.36 | -1.24 |
| Standard Deviation(%) | NA | 12.19 | 10.15 | 10.16 | 9.46 | NA | NA | 10.05 | 11.12 | 9.26 | 7.66 | 12.58 | 9.23 | 15.98 | 4.98 | 6.78 | 3.36 | 6.83 | 6.80 | 5.38 | 6.02 | 6.68 | 12.89 | 9.70 | 13.26 | 20.99 | 8.71 | 7.04 | 6.20 | 7.28 | 9.77 | 13.23 |
| Draw Down(%) | NA | 10.86 | 10.88 | 26.58 | 26.58 | NA | NA | 37.67 | 9.37 | 7.77 | 7.89 | 21.00 | 7.07 | 21.07 | 2.72 | 11.43 | 1.16 | 6.08 | 7.38 | 3.96 | 5.27 | 5.97 | 12.98 | 8.14 | 14.71 | 35.13 | 5.99 | 7.69 | 4.34 | 6.54 | 7.49 | 19.94 |
| Yield(%) | 0.00 | 4.92 | 3.13 | 2.62 | 4.41 | 5.12 | 4.73 | 5.01 | 0.00 | 5.24 | 2.51 | 1.28 | 2.63 | 1.79 | 6.22 | 8.60 | 8.15 | 5.60 | 6.28 | 9.80 | 6.71 | 2.31 | 2.00 | 2.15 | 4.20 | 3.40 | 5.51 | 5.97 | 4.66 | 3.68 | 1.70 | 0.76 |
Data as of 07/25/2025, AR inception is 03/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMOAX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO A) |
-8.04%
Feb 2006 - Feb 2009 |
-1.80%
Feb 2004 - Feb 2009 |
2.84%
Oct 2013 - Oct 2023 |
2.90%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMOAX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO A) |
17.23%
Feb 2009 - Feb 2012 |
14.08%
Feb 2009 - Feb 2014 |
8.85%
Feb 2009 - Feb 2019 |
7.28%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart