Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAGIX (TRANSAMERICA ASSET ALLOCATION - GROWTH PORTFOLIO I) | 10.77% | 13.74% | 14.58% | 8.71% | 7.19% | 8.89% | NA | 8.71% |
Data as of 07/14/2025, AR inception is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAGIX (TRANSAMERICA ASSET ALLOCATION - GROWTH PORTFOLIO I) | 12/01/2009 | 07/14/2025 |
| 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 (%) | 0.67 | 13.74 | 14.58 | 8.71 | 7.19 | 8.89 | NA | 8.71 | 10.77 | 11.82 | 18.65 | -25.04 | 10.81 | 15.13 | 22.29 | -11.28 | 20.51 | 8.51 | 0.06 | 5.64 | 27.95 | 14.99 | -5.94 | 14.64 | -0.66 |
| Sharpe Ratio | NA | 0.59 | 0.63 | 0.39 | 0.34 | NA | NA | 0.45 | 0.81 | 0.38 | 1.17 | -1.13 | 0.74 | 0.46 | 1.93 | -0.92 | 3.15 | 0.66 | 0.00 | 0.54 | 2.75 | 1.18 | -0.25 | 0.80 | -0.63 |
| Standard Deviation(%) | NA | 18.76 | 16.52 | 16.98 | 17.27 | NA | NA | 16.65 | 22.23 | 13.79 | 12.37 | 23.45 | 14.61 | 32.37 | 10.85 | 13.80 | 6.33 | 12.50 | 12.81 | 10.36 | 10.16 | 12.78 | 23.84 | 18.21 | 12.25 |
| Draw Down(%) | NA | 17.87 | 17.87 | 32.47 | 35.35 | NA | NA | 35.35 | 17.87 | 8.79 | 10.56 | 26.75 | 7.99 | 35.35 | 6.97 | 20.67 | 2.08 | 11.15 | 11.47 | 7.43 | 6.25 | 11.66 | 22.29 | 14.78 | 2.73 |
| Yield(%) | 0.00 | 5.29 | 3.18 | 2.90 | 5.84 | 7.40 | 5.42 | 7.22 | 0.00 | 6.13 | 1.81 | 0.76 | 3.55 | 1.07 | 10.44 | 14.24 | 12.15 | 8.61 | 8.92 | 8.09 | 2.85 | 1.71 | 1.49 | 0.94 | 0.00 |
Data as of 07/14/2025, 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 |
|---|---|---|---|---|
| TAGIX (TRANSAMERICA ASSET ALLOCATION - GROWTH PORTFOLIO I) |
-2.26%
Mar 2017 - Mar 2020 |
0.74%
Dec 2017 - Dec 2022 |
4.72%
Oct 2013 - Oct 2023 |
7.55%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAGIX (TRANSAMERICA ASSET ALLOCATION - GROWTH PORTFOLIO I) |
17.80%
Sep 2011 - Sep 2014 |
13.42%
Jun 2010 - Jun 2015 |
11.84%
Sep 2011 - Sep 2021 |
9.29%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart