Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Transamerica Insurance Company RETIREMENT INCOME BUILDER Tactical Asset Allocation Moderate | NA | 28.91% | 8.07% | 10.37% | 9.19% | 10.09% | 9.90% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Transamerica Insurance Company RETIREMENT INCOME BUILDER Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.14 | 28.91 | 8.07 | 10.37 | 9.19 | 10.09 | 9.90 | … | … | 0.81 | 19.17 | 15.84 | -7.50 | 8.73 | 15.79 | 21.30 | -0.43 | 15.40 | 8.43 | 0.07 | 6.91 | 18.29 | 12.79 | 5.03 | 13.46 | 22.27 | -7.35 | 12.01 | 11.59 | 8.43 | 9.73 | 12.43 | -0.33 | 0.37 |
| Sharpe Ratio | NA | 1.29 | 0.47 | 0.58 | 0.70 | NA | NA | … | … | 0.06 | 1.16 | 1.34 | -0.73 | 0.79 | 0.77 | 2.62 | -0.15 | 3.13 | 1.02 | 0.00 | 0.80 | 2.55 | 1.68 | 0.34 | 1.37 | 2.68 | -1.50 | 0.93 | 1.14 | 0.97 | 1.10 | 1.63 | -0.25 | -0.31 |
| Standard Deviation(%) | NA | 10.85 | 10.71 | 13.20 | 11.09 | NA | NA | … | … | 12.43 | 10.88 | 8.68 | 12.18 | 11.01 | 20.14 | 7.60 | 11.39 | 4.72 | 8.06 | 9.31 | 8.61 | 7.16 | 7.59 | 14.55 | 9.75 | 8.26 | 5.51 | 9.71 | 7.30 | 6.43 | 7.96 | 7.20 | 5.80 | 6.18 |
| Draw Down(%) | NA | 6.75 | 13.75 | 21.85 | 21.85 | NA | NA | … | … | 1.05 | 6.75 | 7.26 | 14.07 | 7.70 | 21.85 | 3.91 | 13.04 | 1.72 | 7.18 | 8.26 | 6.07 | 4.54 | 6.26 | 11.51 | 7.88 | 4.29 | 11.97 | 7.39 | 7.67 | 5.02 | 7.03 | 4.72 | 4.20 | 7.94 |
| Yield(%) | NA | 2.76 | 3.99 | 4.60 | 4.40 | NA | NA | … | … | NA | 1.07 | 2.69 | 1.71 | 7.73 | 7.92 | 3.73 | 7.78 | 5.68 | 3.81 | 2.99 | 1.73 | 3.17 | 2.35 | 1.88 | 1.86 | 4.09 | 3.72 | 6.13 | 5.06 | 3.49 | 2.88 | 2.73 | 6.01 | 4.96 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Transamerica Insurance Company RETIREMENT INCOME BUILDER Tactical Asset Allocation Moderate |
3.88%
Apr 2006 – Apr 2009 |
5.92%
Dec 2013 – Dec 2018 |
7.39%
Oct 2013 – Oct 2023 |
7.96%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Transamerica Insurance Company RETIREMENT INCOME BUILDER Tactical Asset Allocation Moderate |
16.35%
Mar 2009 – Mar 2012 |
15.15%
Feb 2009 – Feb 2014 |
10.96%
Aug 2004 – Aug 2014 |
10.78%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart