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 PORTFOLIO SELECT VARIABLE ANNUITY B SHARES Tactical Asset Allocation Moderate | NA | 24.42% | 7.53% | 13.70% | 10.14% | 10.15% | 10.94% | … | … |
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 PORTFOLIO SELECT VARIABLE ANNUITY B SHARES 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 (%) | -1.21 | 24.42 | 7.53 | 13.70 | 10.14 | 10.15 | 10.94 | … | … | 0.39 | 11.48 | 16.50 | -8.79 | 11.65 | 33.11 | 19.25 | -1.39 | 14.58 | 4.70 | 1.43 | 5.10 | 19.92 | 10.65 | -1.09 | 12.47 | 27.16 | -16.02 | 19.20 | 21.51 | 17.54 | 16.75 | 31.19 | -7.76 | -9.28 |
| Sharpe Ratio | NA | 0.54 | 0.27 | 0.80 | 0.80 | NA | NA | … | … | 0.09 | 0.45 | 1.51 | -0.97 | 1.25 | 1.87 | 2.23 | -0.23 | 2.57 | 0.73 | 0.15 | 0.59 | 2.80 | 1.30 | -0.08 | 0.95 | 2.10 | -1.27 | 1.13 | 1.59 | 2.32 | 1.79 | 4.27 | -0.93 | -1.24 |
| Standard Deviation(%) | NA | 10.85 | 9.92 | 11.78 | 10.22 | NA | NA | … | … | 3.82 | 10.98 | 8.13 | 10.52 | 9.28 | 17.57 | 8.00 | 11.79 | 5.42 | 6.15 | 9.17 | 8.55 | 7.09 | 8.14 | 13.62 | 13.07 | 12.87 | 13.34 | 14.40 | 11.51 | 6.62 | 8.82 | 7.13 | 9.51 | 9.32 |
| Draw Down(%) | NA | 8.07 | 10.36 | 14.43 | 15.38 | NA | NA | … | … | 0.31 | 8.07 | 6.12 | 12.11 | 4.64 | 14.43 | 4.43 | 15.38 | 1.86 | 3.82 | 7.24 | 5.50 | 3.34 | 6.68 | 12.27 | 12.79 | 6.32 | 17.19 | 12.79 | 16.06 | 5.53 | 11.29 | 5.73 | 11.74 | 14.04 |
| Yield(%) | NA | 2.75 | 5.42 | 5.18 | 4.65 | NA | NA | … | … | NA | 1.76 | 2.48 | 3.17 | 9.35 | 6.26 | 5.77 | 4.40 | 5.39 | 1.43 | 4.45 | 5.18 | 2.04 | 0.56 | 0.22 | 0.44 | 0.85 | 0.31 | 12.30 | 5.18 | 1.38 | 1.05 | 1.12 | 1.36 | 1.31 |
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 PORTFOLIO SELECT VARIABLE ANNUITY B SHARES Tactical Asset Allocation |
2.63%
Apr 2006 – Apr 2009 |
4.15%
Oct 2007 – Oct 2012 |
6.62%
Oct 2007 – Oct 2017 |
7.64%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Transamerica Insurance Company PORTFOLIO SELECT VARIABLE ANNUITY B SHARES Tactical Asset Allocation |
25.96%
Mar 2003 – Mar 2006 |
21.93%
Oct 2002 – Oct 2007 |
14.14%
Mar 2003 – Mar 2013 |
12.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart