Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TACIX (TRANSAMERICA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO I) | 5.99% | 8.13% | 7.32% | 2.76% | 3.87% | 4.89% | NA | 4.74% |
Data as of 07/21/2025, AR inception is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TACIX (TRANSAMERICA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO I) | 12/01/2009 | 07/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 8.13 | 7.32 | 2.76 | 3.87 | 4.89 | NA | 4.74 | 5.99 | 6.49 | 10.65 | -14.75 | 0.32 | 11.19 | 12.55 | -4.16 | 10.16 | 5.26 | -0.29 | 4.54 | 8.69 | 9.98 | 0.43 | 9.76 | -2.87 |
| Sharpe Ratio | NA | 0.61 | 0.58 | 0.10 | 0.34 | NA | NA | 0.54 | 0.93 | -0.02 | 0.96 | -1.63 | 0.04 | 0.94 | 3.29 | -1.17 | 3.70 | 0.99 | -0.06 | 1.09 | 1.96 | 2.52 | 0.04 | 1.34 | -2.54 |
| Standard Deviation(%) | NA | 7.48 | 7.56 | 7.75 | 7.05 | NA | NA | 6.71 | 8.35 | 6.39 | 6.72 | 9.94 | 7.63 | 11.57 | 3.39 | 4.67 | 2.58 | 5.12 | 5.07 | 4.14 | 4.42 | 3.97 | 9.05 | 7.20 | 11.60 |
| Draw Down(%) | NA | 6.67 | 9.57 | 24.39 | 24.39 | NA | NA | 24.39 | 6.67 | 3.89 | 7.01 | 19.11 | 6.53 | 16.16 | 1.43 | 7.98 | 1.08 | 4.29 | 5.68 | 2.89 | 4.87 | 3.09 | 8.92 | 5.82 | 3.33 |
| Yield(%) | 0.00 | 2.44 | 2.74 | 2.51 | 3.89 | 4.64 | 3.41 | 4.55 | 0.60 | 3.19 | 2.91 | 1.93 | 2.60 | 2.40 | 4.61 | 7.23 | 6.92 | 4.52 | 5.77 | 9.81 | 5.59 | 3.27 | 2.73 | 2.61 | 0.00 |
Data as of 07/21/2025, AR inception is 12/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACIX (TRANSAMERICA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO I) |
-3.23%
Nov 2020 - Nov 2023 |
-0.02%
Sep 2017 - Sep 2022 |
2.37%
Oct 2013 - Oct 2023 |
4.35%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACIX (TRANSAMERICA ASSET ALLOCATION - CONSERVATIVE PORTFOLIO I) |
9.36%
Oct 2018 - Oct 2021 |
7.22%
Feb 2016 - Feb 2021 |
6.44%
Sep 2011 - Sep 2021 |
5.00%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart