Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBLTX (TRANSAMERICA BALANCED II I3) | 5.81% | 9.64% | 12.71% | 9.40% | NA | NA | NA | 10.56% |
Data as of 07/18/2025, AR inception is 09/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLTX (TRANSAMERICA BALANCED II I3) | 09/18/2017 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 9.64 | 12.71 | 9.40 | NA | NA | NA | 10.56 | 5.81 | 15.02 | 18.77 | -16.10 | 17.16 | 15.71 | 21.93 | -3.50 | 4.37 |
| Sharpe Ratio | NA | 0.54 | 0.85 | 0.68 | NA | NA | NA | 0.63 | 0.57 | 1.39 | 1.76 | -1.13 | 2.06 | 0.75 | 2.84 | -0.48 | 4.68 |
| Standard Deviation(%) | NA | 11.86 | 10.98 | 11.03 | NA | NA | NA | 12.10 | 13.92 | 8.18 | 8.67 | 15.56 | 8.31 | 20.63 | 7.20 | 10.32 | 3.27 |
| Draw Down(%) | NA | 11.26 | 13.06 | 20.76 | NA | NA | NA | 23.54 | 11.05 | 4.50 | 7.54 | 20.58 | 3.54 | 23.54 | 3.30 | 11.89 | 0.68 |
| Yield(%) | 0.00 | 13.66 | 8.81 | 8.23 | 5.87 | 3.92 | 2.94 | 8.39 | 0.56 | 15.59 | 4.32 | 4.93 | 10.38 | 5.53 | 4.76 | 4.64 | 0.87 |
Data as of 07/18/2025, AR inception is 09/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBLTX (TRANSAMERICA BALANCED II I3) |
4.00%
Apr 2021 - Apr 2024 |
6.00%
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 |
|---|---|---|---|---|
| TBLTX (TRANSAMERICA BALANCED II I3) |
18.24%
Dec 2018 - Dec 2021 |
11.55%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart