Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TMGIX (TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO I) | 9.15% | 6.97% | 10.88% | 5.73% | 5.64% | 7.13% | NA | 6.94% |
Data as of 07/14/2025, AR inception is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMGIX (TRANSAMERICA ASSET ALLOCATION - MODERATE 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 (%) | 0.36 | 6.97 | 10.88 | 5.73 | 5.64 | 7.13 | NA | 6.94 | 9.15 | 8.69 | 14.28 | -19.01 | 5.79 | 13.97 | 18.98 | -8.28 | 16.19 | 7.25 | -0.14 | 5.25 | 20.75 | 13.02 | -4.13 | 13.34 | -2.47 |
| Sharpe Ratio | NA | 0.27 | 0.55 | 0.28 | 0.34 | NA | NA | 0.47 | 0.95 | 0.17 | 1.07 | -1.25 | 0.50 | 0.60 | 2.36 | -0.98 | 3.40 | 0.73 | -0.02 | 0.67 | 2.52 | 1.43 | -0.23 | 1.00 | -1.84 |
| Standard Deviation(%) | NA | 15.44 | 12.71 | 12.92 | 12.72 | NA | NA | 12.33 | 15.70 | 12.09 | 9.44 | 16.39 | 11.64 | 22.86 | 7.44 | 9.77 | 4.60 | 9.69 | 9.81 | 7.85 | 8.22 | 9.14 | 17.92 | 13.20 | 14.12 |
| Draw Down(%) | NA | 15.63 | 15.63 | 28.96 | 28.96 | NA | NA | 28.96 | 12.90 | 7.61 | 8.92 | 23.11 | 7.62 | 27.35 | 4.66 | 15.46 | 1.42 | 8.75 | 9.41 | 5.73 | 5.92 | 8.36 | 17.93 | 10.71 | 3.74 |
| Yield(%) | 0.00 | 2.17 | 2.18 | 2.23 | 5.08 | 6.19 | 4.52 | 6.03 | 0.00 | 2.42 | 2.30 | 1.28 | 3.15 | 1.54 | 9.20 | 12.12 | 10.73 | 7.36 | 7.64 | 11.25 | 2.75 | 2.33 | 1.78 | 1.95 | 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 |
|---|---|---|---|---|
| TMGIX (TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO I) |
-1.64%
Nov 2020 - Nov 2023 |
0.96%
Sep 2017 - Sep 2022 |
4.06%
Oct 2013 - Oct 2023 |
6.17%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMGIX (TRANSAMERICA ASSET ALLOCATION - MODERATE GROWTH PORTFOLIO I) |
14.39%
Sep 2011 - Sep 2014 |
10.91%
Jun 2010 - Jun 2015 |
9.86%
Sep 2011 - Sep 2021 |
7.43%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart