Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBLRX (TRANSAMERICA BALANCED II R) | 3.55% | 14.77% | 13.38% | 7.43% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/22/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLRX (TRANSAMERICA BALANCED II R) | 09/22/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.88 | 14.77 | 13.38 | 7.43 | NA | NA | NA | … | … | 3.55 | 12.78 | 14.48 | 18.18 | -16.46 | 16.57 | 15.10 | 21.34 | -4.00 | 4.43 |
| Sharpe Ratio | NA | 1.97 | 0.83 | 0.41 | NA | NA | NA | … | … | 1.32 | 0.89 | 0.57 | 1.68 | -1.16 | 1.98 | 0.72 | 2.77 | -0.52 | 5.03 |
| Standard Deviation(%) | NA | 7.58 | 13.65 | 13.18 | NA | NA | NA | … | … | 8.74 | 11.21 | 19.02 | 8.70 | 15.54 | 8.35 | 20.63 | 7.18 | 10.39 | 3.29 |
| Draw Down(%) | NA | 6.11 | 19.88 | 21.07 | NA | NA | NA | … | … | 6.11 | 11.11 | 12.18 | 7.65 | 20.89 | 3.52 | 23.63 | 3.39 | 11.96 | 0.68 |
| Yield(%) | 0.00 | 26.04 | 15.69 | 10.71 | 8.53 | 5.68 | 4.26 | … | … | 0.36 | 26.55 | 14.81 | 3.79 | 4.48 | 9.84 | 5.00 | 4.21 | 4.12 | 0.72 |
Data as of 06/05/2026, Common starting date is 09/22/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBLRX (TRANSAMERICA BALANCED II R) |
3.47%
Apr 2021 – Apr 2024 |
5.48%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBLRX (TRANSAMERICA BALANCED II R) |
17.64%
Dec 2018 – Dec 2021 |
11.00%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart