Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAAEX (Transamerica Financial Life Insurance Company- – Transamerica Mid-Cap Value Fund) | 3.83% | 10.98% | 10.11% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAAEX (Transamerica Financial Life Insurance Company- – Transamerica Mid-Cap Value Fund) | 06/23/2021 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 10.98 | 10.11 | NA | NA | NA | NA | … | … | 3.83 | 9.91 | 7.40 | 10.52 | -6.47 | 7.44 |
| Sharpe Ratio | NA | 0.75 | 0.55 | NA | NA | NA | NA | … | … | 0.51 | 0.41 | 0.31 | 0.47 | -0.39 | 0.27 |
| Standard Deviation(%) | NA | 13.18 | 14.27 | NA | NA | NA | NA | … | … | 13.40 | 17.16 | 12.00 | 14.63 | 20.48 | 53.40 |
| Draw Down(%) | NA | 9.59 | 15.14 | NA | NA | NA | NA | … | … | 9.59 | 13.36 | 7.78 | 13.47 | 18.31 | 21.95 |
| Yield(%) | 0.00 | 16.03 | 10.71 | 10.40 | 5.20 | 3.47 | 2.60 | … | … | 0.00 | 16.52 | 9.83 | 5.29 | 6.13 | 23.33 |
Data as of 06/08/2026, Common starting date is 06/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAAEX (Transamerica Financial Life Insurance Company- – Transamerica Mid-Cap Value Fund) |
3.06%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAAEX (Transamerica Financial Life Insurance Company- – Transamerica Mid-Cap Value Fund) |
12.18%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart