Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITALX (Transamerica Value Balanced C) | NA | 29.64% | -2.28% | 2.48% | NA | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 11/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITALX (Transamerica Value Balanced C) | 11/26/2002 | 01/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.64 | -2.28 | 2.48 | NA | NA | NA | … | … | 0.00 | 31.90 | -32.03 | 3.79 | 14.00 | 4.56 | 9.20 | 20.26 | -2.07 |
| Sharpe Ratio | NA | 1.65 | -0.19 | 0.04 | NA | NA | NA | … | … | 0.00 | 1.73 | -1.29 | 0.06 | 1.47 | 0.34 | 1.22 | 1.70 | -1.48 |
| Standard Deviation(%) | NA | 17.92 | 19.46 | 15.77 | NA | NA | NA | … | … | NA | 18.43 | 25.40 | 12.20 | 7.29 | 7.09 | 6.76 | 11.50 | 14.40 |
| Draw Down(%) | NA | 16.15 | 44.57 | 44.57 | NA | NA | NA | … | … | 0.00 | 16.15 | 39.73 | 8.17 | 5.66 | 4.48 | 6.43 | 10.74 | 3.51 |
| Yield(%) | 0.00 | 10.29 | 5.06 | 4.83 | 3.88 | 2.59 | 1.94 | … | … | 0.00 | 10.46 | 1.84 | 6.56 | 4.24 | 2.37 | 8.51 | 1.23 | 0.00 |
Data as of 01/05/2010, Common starting date is 11/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITALX (Transamerica Value Balanced C) |
-11.36%
Feb 2006 – Feb 2009 |
-4.54%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITALX (Transamerica Value Balanced C) |
13.35%
Mar 2003 – Mar 2006 |
10.19%
Dec 2002 – Dec 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart