Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IMOLX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO C) | 6.53% | 4.45% | 7.54% | 2.84% | 3.43% | 4.82% | 4.18% | 5.19% |
Data as of 07/16/2025, AR inception is 11/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMOLX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO C) | 11/26/2002 | 07/16/2025 |
| 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 (%) | -0.55 | 4.45 | 7.54 | 2.84 | 3.43 | 4.82 | 4.18 | 5.19 | 6.53 | 5.99 | 10.24 | -16.64 | 1.53 | 11.03 | 13.80 | -6.94 | 11.63 | 5.40 | -1.41 | 3.62 | 13.07 | 10.33 | -2.22 | 10.53 | 24.54 | -26.84 | 7.19 | 10.82 | 5.35 | 10.35 | 23.02 | -2.11 |
| Sharpe Ratio | NA | 0.22 | 0.44 | 0.09 | 0.23 | NA | NA | 0.40 | 0.89 | -0.07 | 0.78 | -1.44 | 0.16 | 0.67 | 2.46 | -1.21 | 3.24 | 0.76 | -0.21 | 0.67 | 2.16 | 1.55 | -0.17 | 1.08 | 1.85 | -1.41 | 0.49 | 1.07 | 0.51 | 1.29 | 2.30 | -1.90 |
| Standard Deviation(%) | NA | 10.84 | 9.63 | 9.82 | 9.29 | NA | NA | 9.73 | 11.50 | 8.60 | 7.75 | 12.57 | 9.18 | 15.99 | 5.04 | 6.84 | 3.40 | 6.87 | 6.85 | 5.37 | 6.03 | 6.67 | 13.00 | 9.71 | 13.18 | 19.60 | 8.69 | 7.07 | 6.21 | 7.29 | 9.71 | 11.39 |
| Draw Down(%) | NA | 11.73 | 11.73 | 27.07 | 27.07 | NA | NA | 38.17 | 9.49 | 5.90 | 8.12 | 21.46 | 7.14 | 21.15 | 2.80 | 12.01 | 1.17 | 6.18 | 7.72 | 4.06 | 5.30 | 6.07 | 13.28 | 8.18 | 14.75 | 35.46 | 6.03 | 7.73 | 4.52 | 6.73 | 7.60 | 3.73 |
| Yield(%) | 0.00 | 1.05 | 1.01 | 1.01 | 3.19 | 4.07 | 3.80 | 4.68 | 0.00 | 1.14 | 1.35 | 0.40 | 1.45 | 0.74 | 5.00 | 7.23 | 7.25 | 4.75 | 5.51 | 9.08 | 6.02 | 1.58 | 1.36 | 1.50 | 3.54 | 2.81 | 4.90 | 5.36 | 4.06 | 3.14 | 1.05 | 0.00 |
Data as of 07/16/2025, AR inception is 11/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMOLX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO C) |
-8.60%
Feb 2006 - Feb 2009 |
-2.41%
Feb 2004 - Feb 2009 |
2.07%
Oct 2013 - Oct 2023 |
2.19%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMOLX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO C) |
16.50%
Feb 2009 - Feb 2012 |
13.35%
Feb 2009 - Feb 2014 |
8.10%
Feb 2009 - Feb 2019 |
6.58%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart