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IMOAX: TRANSAMERICA ASSET ALLOCATION - MODERATE PORTFOLIO A (MUTUAL FUND)
Basic Info 12.9 0.21(1.60%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 03/08/2002 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 6.56% |
| Expenses | 0.98% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 3.7 | 13.9 | 11.8 | 3.7 | 5.9 | 5.6 | 5.3 | 5.6 | 14.9 | 9.8 | 12.7 | -16.0 | 2.2 | 11.9 | 14.7 | -6.2 | 12.5 | 6.1 | -0.6 | 4.4 | 13.9 | 11.0 | -1.6 | 11.3 | 25.3 | -26.4 | 7.8 | 11.5 | 6.0 | 11.0 | 23.8 | -12.7 |
| Sharpe Ratio | NA | 1.15 | 1.77 | 1.12 | 0.17 | 0.48 | NA | NA | 0.44 | 1.28 | 0.83 | 1.21 | -1.39 | 0.24 | 0.73 | 2.65 | -1.12 | 3.52 | 0.86 | -0.09 | 0.81 | 2.3 | 1.66 | -0.13 | 1.15 | 1.9 | -1.3 | 0.54 | 1.16 | 0.61 | 1.37 | 2.36 | -1.24 |
| Draw Down(%) | NA | 6.2 | 6.2 | 9.4 | 26.6 | 26.6 | NA | NA | 37.7 | 9.4 | 4.0 | 7.9 | 21.0 | 7.1 | 21.1 | 2.7 | 11.4 | 1.2 | 6.1 | 7.4 | 4.0 | 5.3 | 6.0 | 13.0 | 8.1 | 14.7 | 35.1 | 6.0 | 7.7 | 4.3 | 6.5 | 7.5 | 19.9 |
| Standard Deviation(%) | NA | 9.4 | 7.7 | 8.5 | 9.5 | 9.2 | NA | NA | 9.9 | 9.4 | 7.4 | 7.5 | 12.6 | 9.2 | 16.0 | 5.0 | 6.8 | 3.4 | 6.8 | 6.8 | 5.4 | 6.0 | 6.7 | 12.9 | 9.7 | 13.3 | 21.0 | 8.7 | 7.0 | 6.2 | 7.3 | 9.8 | 13.2 |
| Treynor Ratio | NA | 0.11 | 0.15 | 0.11 | 0.02 | 0.06 | NA | NA | 0.05 | 0.15 | 0.07 | 0.12 | -0.23 | 0.03 | 0.16 | 0.2 | -0.12 | 0.16 | 0.07 | -0.01 | 0.06 | 0.16 | 0.13 | -0.02 | 0.13 | 0.33 | -0.34 | 0.05 | 0.08 | 0.04 | 0.11 | 0.24 | -0.21 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.03 | -0.04 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | -0.02 |
| Beta | NA | 0.99 | 0.93 | 0.83 | 0.8 | 0.76 | NA | NA | 0.81 | 0.78 | 0.84 | 0.77 | 0.77 | 0.84 | 0.74 | 0.65 | 0.65 | 0.74 | 0.83 | 0.77 | 0.78 | 0.85 | 0.86 | 0.9 | 0.89 | 0.77 | 0.8 | 0.92 | 0.96 | 0.88 | 0.94 | 0.96 | 0.77 |
| RSquared | NA | 0.94 | 0.91 | 0.91 | 0.87 | 0.88 | NA | NA | 0.86 | 0.92 | 0.91 | 0.87 | 0.96 | 0.58 | 0.92 | 0.86 | 0.89 | 0.78 | 0.91 | 0.95 | 0.94 | 0.94 | 0.9 | 0.89 | 0.94 | 0.93 | 0.81 | 0.93 | 0.82 | 0.86 | 0.82 | 0.84 | 0.73 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.8 | 5.2 | 4.0 | 1.3 | 2.6 | 1.8 | 6.2 | 8.6 | 8.2 | 5.6 | 6.3 | 9.8 | 6.7 | 2.3 | 2.0 | 2.1 | 4.2 | 3.4 | 5.5 | 6.0 | 4.7 | 3.7 | 1.7 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 37.2 | 42.3 | 156.1 | -51.2 | 61.0 | -68.7 | -38.7 | 10.0 | 48.1 | -17.6 | -39.1 | 53.9 | 220.1 | 10.2 | 1.3 | -37.5 | -13.1 | -37.1 | -3.8 | 32.5 | 34.9 | 159.9 | 97.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2002
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