Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/14/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLIX (TRANSAMERICA MULTI-MANAGED BALANCED I) | 0.50% | 1.87% | 5.75% | 5.70% | 5.86% | 8.17% | NA | 8.54% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLIX (TRANSAMERICA MULTI-MANAGED BALANCED I) | 12/01/2009 | 05/14/2025 |
The return data shown below all have the same latest date: 05/14/2025.
AR inception is since 12/01/2009.
AR inception is since 12/01/2009.
| 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 (%) | 2.54 | 1.87 | 5.75 | 5.70 | 5.86 | 8.17 | NA | 8.54 | 0.50 | 7.62 | 15.66 | -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 | -0.51 | 0.06 | 0.19 | 0.34 | NA | NA | 0.63 | -0.50 | 0.11 | 1.28 | -1.22 | 1.01 | 0.53 | 2.80 | -0.50 | 2.60 | 0.90 | 0.01 | 1.56 | 2.47 | 1.63 | 0.27 | 1.74 | 2.33 |
| Standard Deviation(%) | NA | 12.77 | 12.06 | 11.97 | 11.71 | NA | NA | 11.17 | 16.03 | 9.79 | 9.01 | 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 | 17.41 | 17.41 | 24.76 | 24.76 | NA | NA | 24.76 | 11.59 | 9.09 | 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 | 1.02 | 1.50 | 1.43 | 2.97 | 5.27 | 4.16 | 5.55 | 0.00 | 1.53 | 1.91 | 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 |
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 |
5.62%
Apr 2015 - Apr 2025 |
7.70%
Apr 2010 - Apr 2025 |
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 |
8.68%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart