Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGWRX (TRANSAMERICA ASSET ALLOCATION – GROWTH PORTFOLIO R) | 7.03% | 22.62% | 18.70% | 5.88% | 8.69% | 8.22% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGWRX (TRANSAMERICA ASSET ALLOCATION – GROWTH PORTFOLIO R) | 06/20/2006 | 06/05/2026 |
| 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 (%) | -2.60 | 22.62 | 18.70 | 5.88 | 8.69 | 8.22 | NA | … | … | 7.03 | 21.13 | 17.24 | 19.71 | -25.65 | 10.04 | 14.59 | 21.62 | -11.79 | 19.87 | 7.95 | -0.60 | 5.04 | 27.22 | 14.40 | -6.51 | 13.98 | 29.01 | -40.29 | 9.18 | 15.43 |
| Sharpe Ratio | NA | 1.51 | 1.06 | 0.20 | 0.41 | NA | NA | … | … | 0.95 | 1.03 | 1.11 | 1.31 | -1.16 | 0.68 | 0.44 | 1.85 | -0.96 | 3.07 | 0.62 | -0.05 | 0.48 | 2.65 | 1.13 | -0.27 | 0.77 | 1.11 | -1.06 | 0.39 | 2.67 |
| Standard Deviation(%) | NA | 13.21 | 14.62 | 16.70 | 17.16 | NA | NA | … | … | 15.50 | 17.81 | 12.31 | 12.36 | 23.44 | 14.74 | 32.16 | 10.88 | 13.71 | 6.28 | 12.51 | 12.82 | 10.37 | 10.25 | 12.81 | 23.85 | 18.14 | 26.05 | 38.91 | 15.59 | 10.28 |
| Draw Down(%) | NA | 9.81 | 17.89 | 32.95 | 35.34 | NA | NA | … | … | 9.81 | 17.89 | 8.49 | 10.66 | 27.20 | 8.13 | 35.34 | 7.03 | 21.06 | 2.16 | 11.14 | 11.66 | 7.49 | 6.35 | 11.75 | 22.48 | 14.82 | 25.56 | 51.14 | 10.66 | 5.60 |
| Yield(%) | 0.00 | 7.54 | 6.07 | 3.36 | 6.04 | 6.30 | 5.38 | … | … | 0.00 | 7.98 | 5.60 | 2.91 | 0.05 | 2.99 | 0.52 | 9.79 | 13.70 | 11.63 | 8.04 | 8.41 | 7.50 | 2.15 | 0.87 | 0.85 | 0.41 | 1.03 | 1.49 | 3.23 | 6.23 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| IGWRX (TRANSAMERICA ASSET ALLOCATION – GROWTH PORTFOLIO R) |
-10.50%
Jun 2007 – Jun 2010 |
-3.23%
May 2007 – May 2012 |
3.90%
Nov 2006 – Nov 2016 |
3.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGWRX (TRANSAMERICA ASSET ALLOCATION – GROWTH PORTFOLIO R) |
22.24%
Feb 2009 – Feb 2012 |
19.38%
Feb 2009 – Feb 2014 |
12.20%
Feb 2009 – Feb 2019 |
9.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart