Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMGRX (TRANSAMERICA ASSET ALLOCATION – MODERATE GROWTH PORTFOLIO R) | 3.97% | 15.37% | 14.03% | 4.43% | 7.04% | 6.75% | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMGRX (TRANSAMERICA ASSET ALLOCATION – MODERATE GROWTH PORTFOLIO R) | 06/20/2006 | 06/10/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | 15.37 | 14.03 | 4.43 | 7.04 | 6.75 | NA | … | … | 3.97 | 17.65 | 13.02 | 15.33 | -19.52 | 5.08 | 13.26 | 17.52 | -8.74 | 15.52 | 6.75 | -0.64 | 4.70 | 20.18 | 12.42 | -4.56 | 12.74 | 26.64 | -32.97 | 8.47 | 12.94 |
| Sharpe Ratio | NA | 1.46 | 1.05 | 0.18 | 0.44 | NA | NA | … | … | 0.81 | 1.17 | 1.01 | 1.27 | -1.28 | 0.44 | 0.57 | 2.15 | -1.04 | 3.24 | 0.68 | -0.07 | 0.60 | 2.44 | 1.35 | -0.26 | 0.96 | 1.42 | -1.21 | 0.46 | 2.75 |
| Standard Deviation(%) | NA | 10.08 | 10.94 | 12.21 | 12.37 | NA | NA | … | … | 12.11 | 12.73 | 9.35 | 9.25 | 16.40 | 11.60 | 22.65 | 7.45 | 9.79 | 4.60 | 9.64 | 9.83 | 7.82 | 8.25 | 9.24 | 17.89 | 13.21 | 18.63 | 28.05 | 11.64 | 8.08 |
| Draw Down(%) | NA | 7.69 | 12.99 | 29.44 | 29.44 | NA | NA | … | … | 7.69 | 12.99 | 5.75 | 9.10 | 23.48 | 7.79 | 27.39 | 4.59 | 15.91 | 1.50 | 8.77 | 9.64 | 5.69 | 6.02 | 8.46 | 18.16 | 10.76 | 19.48 | 42.28 | 7.98 | 4.40 |
| Yield(%) | 0.00 | 6.89 | 6.10 | 3.56 | 5.51 | 5.68 | 5.13 | … | … | 0.00 | 7.31 | 6.72 | 3.53 | 0.62 | 2.56 | 0.94 | 7.52 | 11.55 | 10.13 | 6.76 | 7.16 | 10.70 | 2.16 | 1.72 | 1.21 | 1.44 | 3.05 | 2.48 | 4.47 | 5.69 |
Data as of 06/10/2026, Common starting date is 06/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMGRX (TRANSAMERICA ASSET ALLOCATION – MODERATE GROWTH PORTFOLIO R) |
-6.13%
Jun 2007 – Jun 2010 |
-0.86%
May 2007 – May 2012 |
3.41%
Oct 2013 – Oct 2023 |
2.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMGRX (TRANSAMERICA ASSET ALLOCATION – MODERATE GROWTH PORTFOLIO R) |
18.98%
Feb 2009 – Feb 2012 |
16.26%
Feb 2009 – Feb 2014 |
10.20%
Feb 2009 – Feb 2019 |
8.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart