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DVIBX: TRANSAMERICA PARTNERS BALANCED TRANSAMERICA PARTNERS BALANCED (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/17/1994 |
| Last Dividend Date: | 12/20/2017 |
| 12-Mo. Yield | 5.55% |
| Expenses | 1.10% |
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Performance Analytics (As of 12/29/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/17/1994 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.4 | 3.8 | 8.1 | 5.5 | 6.0 | 4.1 | 4.8 | 4.6 | 7.7 | -0.1 | 10.4 | 17.7 | 12.8 | 3.0 | 13.2 | 23.8 | -27.8 | -4.9 | 11.0 | 5.0 | 7.7 | 17.0 | -11.0 | -5.8 | -2.8 | 3.6 | 8.0 | 9.9 | 10.2 | 19.8 | -2.9 |
| Sharpe Ratio | NA | 0.68 | 0.45 | 1.07 | 0.43 | NA | NA | 0.28 | 0.72 | 0.94 | -0.01 | 1.58 | 2.48 | 1.28 | 0.23 | 1.23 | 1.41 | -1.22 | -0.7 | 1.21 | 0.42 | 0.92 | 1.63 | -0.84 | -0.73 | -0.49 | 0.03 | 0.38 | 0.55 | 0.79 | 1.51 | -0.94 |
| Draw Down(%) | NA | 4.2 | 8.6 | 8.6 | 40.2 | NA | NA | 46.2 | 4.2 | 6.3 | 7.5 | 4.1 | 5.0 | 6.7 | 10.7 | 9.3 | 19.9 | 36.6 | 10.5 | 4.6 | 4.7 | 5.2 | 7.5 | 19.2 | 16.3 | 9.7 | 8.1 | 14.0 | 10.6 | 6.9 | 8.6 | 5.8 |
| Standard Deviation(%) | NA | 5.6 | 7.7 | 7.4 | 12.2 | NA | NA | 11.4 | 5.6 | 7.9 | 9.1 | 6.6 | 7.1 | 10.0 | 13.2 | 10.6 | 16.7 | 23.5 | 11.3 | 6.4 | 6.7 | 7.3 | 10.0 | 14.4 | 11.4 | 14.1 | 13.6 | 12.3 | 11.4 | 8.4 | 10.6 | 6.8 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.08 | 0.05 | NA | NA | 0.03 | 0.05 | 0.07 | 0.0 | 0.11 | 0.17 | 0.13 | 0.03 | 0.13 | 0.24 | -0.29 | -0.08 | 0.08 | 0.03 | 0.07 | 0.15 | -0.12 | -0.09 | -0.07 | 0.0 | 0.05 | 0.09 | 0.1 | 0.21 | -0.09 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.03 | -0.04 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.02 | -0.01 | 0.01 | 0.01 | 0.0 |
| Beta | NA | 0.74 | 1.0 | 1.0 | 0.99 | NA | NA | 0.96 | 0.74 | 1.01 | 1.05 | 0.97 | 1.03 | 0.97 | 0.97 | 0.99 | 0.98 | 0.99 | 1.0 | 0.95 | 0.99 | 1.01 | 1.06 | 1.03 | 0.9 | 0.93 | 1.06 | 0.94 | 0.72 | 0.69 | 0.76 | 0.73 |
| RSquared | NA | 0.29 | 0.86 | 0.9 | 0.93 | NA | NA | 0.84 | 0.29 | 0.98 | 0.99 | 0.98 | 0.98 | 0.5 | 0.99 | 0.96 | 0.93 | 0.99 | 0.67 | 0.96 | 0.93 | 0.92 | 0.99 | 0.98 | 0.96 | 0.88 | 0.76 | 0.78 | 0.46 | 0.46 | 0.19 | 0.61 |
| Yield(%) | N/A | 5.5 | 3.5 | 3.3 | 2.7 | 3.1 | 2.5 | N/A | 5.5 | 3.2 | 1.7 | 1.3 | 1.7 | 1.4 | 1.6 | 2.1 | 3.5 | 3.0 | 2.2 | 2.3 | 1.8 | 1.9 | 1.8 | 1.5 | 2.8 | 6.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 80.7 | 192.6 | 72.9 | 31.3 | N/A | N/A | N/A | 80.7 | 81.6 | 46.0 | -14.5 | 34.1 | -9.3 | -14.1 | -27.1 | -19.8 | 26.8 | 4.4 | 29.3 | 4.0 | 17.7 | 4.4 | -49.4 | -62.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/17/1994
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