Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBLIX (TRANSAMERICA MULTI-MANAGED BALANCED I) | 5.51% | 16.70% | 14.28% | 6.38% | 8.49% | 8.64% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLIX (TRANSAMERICA MULTI-MANAGED BALANCED 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 (%) | 0.03 | 16.70 | 14.28 | 6.38 | 8.49 | 8.64 | NA | … | … | 5.51 | 12.96 | 14.74 | 18.71 | -17.83 | 9.92 | 11.39 | 21.59 | -3.81 | 14.09 | 7.45 | 0.08 | 10.69 | 17.81 | 12.57 | 3.79 | 22.77 | 1.17 |
| Sharpe Ratio | NA | 1.98 | 1.23 | 0.36 | 0.61 | NA | NA | … | … | 1.34 | 0.90 | 1.36 | 1.73 | -1.23 | 1.01 | 0.52 | 2.79 | -0.51 | 2.59 | 0.90 | 0.01 | 1.56 | 2.47 | 1.63 | 0.27 | 1.74 | 2.33 |
| Standard Deviation(%) | NA | 7.62 | 9.38 | 11.02 | 11.42 | NA | NA | … | … | 8.86 | 11.19 | 8.19 | 8.80 | 15.75 | 9.76 | 21.13 | 7.22 | 10.29 | 5.20 | 8.03 | 9.29 | 6.82 | 7.19 | 7.75 | 14.13 | 13.06 | 6.43 |
| Draw Down(%) | NA | 6.09 | 11.54 | 24.76 | 24.76 | NA | NA | … | … | 6.09 | 11.17 | 4.53 | 7.74 | 20.66 | 6.79 | 23.51 | 3.45 | 11.95 | 2.26 | 6.32 | 7.64 | 4.13 | 5.00 | 5.57 | 11.18 | 11.27 | 0.96 |
| Yield(%) | 0.00 | 6.57 | 7.02 | 4.18 | 4.90 | 5.87 | 5.64 | … | … | 0.44 | 6.68 | 8.63 | 4.87 | 1.18 | 0.88 | 1.20 | 5.03 | 7.40 | 3.71 | 1.48 | 3.58 | 6.32 | 6.69 | 5.88 | 15.00 | 1.92 | 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 |
|---|---|---|---|---|
| TBLIX (TRANSAMERICA MULTI-MANAGED BALANCED I) |
0.20%
Dec 2019 – Dec 2022 |
3.31%
Dec 2017 – Dec 2022 |
5.79%
Oct 2013 – Oct 2023 |
7.95%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBLIX (TRANSAMERICA MULTI-MANAGED BALANCED I) |
16.20%
Jun 2010 – Jun 2013 |
13.93%
Jun 2010 – Jun 2015 |
11.40%
Aug 2010 – Aug 2020 |
9.60%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart