Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TACIX (TRANSAMERICA ASSET ALLOCATION – CONSERVATIVE PORTFOLIO I) | 4.00% | 12.45% | 10.10% | 2.84% | 4.83% | 4.75% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TACIX (TRANSAMERICA ASSET ALLOCATION – CONSERVATIVE PORTFOLIO I) | 12/01/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 12.45 | 10.10 | 2.84 | 4.83 | 4.75 | NA | … | … | 4.00 | 12.55 | 7.62 | 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 | 1.70 | 1.05 | 0.05 | 0.46 | NA | NA | … | … | 0.94 | 1.38 | 0.64 | 1.05 | -1.63 | 0.04 | 0.94 | 3.27 | -1.19 | 3.69 | 0.99 | -0.06 | 1.09 | 1.96 | 2.52 | 0.04 | 1.34 | -2.54 |
| Standard Deviation(%) | NA | 6.12 | 6.85 | 7.70 | 7.09 | NA | NA | … | … | 7.57 | 7.01 | 6.28 | 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 | 5.17 | 7.01 | 24.39 | 24.39 | NA | NA | … | … | 5.17 | 6.67 | 3.44 | 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 | 3.52 | 3.36 | 2.56 | 3.87 | 4.29 | 3.59 | … | … | 0.42 | 3.79 | 3.18 | 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 06/04/2026, Common starting date 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) |
11.29%
Sep 2022 – Sep 2025 |
7.22%
Feb 2016 – Feb 2021 |
6.44%
Sep 2011 – Sep 2021 |
5.04%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart