Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TMMIX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO I) | 6.94% | 9.07% | 9.65% | 4.47% | 4.83% | 5.98% | NA | 5.79% |
Data as of 07/15/2025, AR inception is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMMIX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO I) | 12/01/2009 | 07/15/2025 |
| 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 (%) | -0.16 | 9.07 | 9.65 | 4.47 | 4.83 | 5.98 | NA | 5.79 | 6.94 | 4.73 | 11.41 | -15.55 | 2.56 | 12.25 | 14.90 | -6.03 | 12.73 | 6.41 | -0.39 | 4.55 | 14.21 | 11.34 | -1.25 | 11.65 | -3.70 |
| Sharpe Ratio | NA | 0.53 | 0.63 | 0.26 | 0.37 | NA | NA | 0.51 | 1.01 | -0.20 | 0.94 | -1.36 | 0.28 | 0.74 | 2.70 | -1.08 | 3.56 | 0.91 | -0.06 | 0.85 | 2.37 | 1.71 | -0.10 | 1.18 | -2.28 |
| Standard Deviation(%) | NA | 12.55 | 10.26 | 10.20 | 9.50 | NA | NA | 9.17 | 11.48 | 9.37 | 7.66 | 12.51 | 9.20 | 16.10 | 4.99 | 6.84 | 3.41 | 6.84 | 6.84 | 5.33 | 5.99 | 6.67 | 12.94 | 9.78 | 15.96 |
| Draw Down(%) | NA | 11.07 | 11.07 | 26.24 | 26.24 | NA | NA | 26.24 | 9.36 | 7.99 | 7.79 | 20.69 | 7.00 | 21.04 | 2.73 | 11.30 | 1.17 | 6.01 | 7.30 | 3.96 | 5.20 | 5.89 | 12.90 | 8.05 | 4.50 |
| Yield(%) | 0.00 | 5.13 | 3.54 | 2.93 | 4.62 | 5.49 | 4.01 | 5.34 | 0.00 | 5.58 | 2.76 | 1.68 | 2.89 | 2.02 | 6.51 | 8.81 | 8.42 | 5.85 | 6.53 | 10.09 | 7.06 | 2.68 | 2.37 | 2.51 | 0.00 |
Data as of 07/15/2025, 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 |
|---|---|---|---|---|
| TMMIX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO I) |
-2.15%
Nov 2020 - Nov 2023 |
0.32%
Sep 2017 - Sep 2022 |
3.13%
Oct 2013 - Oct 2023 |
5.33%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMMIX (TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO I) |
11.13%
Sep 2011 - Sep 2014 |
8.90%
Jun 2010 - Jun 2015 |
7.89%
Sep 2011 - Sep 2021 |
6.27%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart