Transamerica Financial Life Fund Manager Performance Evaluation

Mutual Funds . USA . 
Fund . Transamerica Financial Life
IAAEX Fund  USD 10.31  -0.03  -0.29%   
Transamerica Financial's total-return profile spans short-term moves to multi-year compounding. Over the last 3 months, the expected return is -0.0133%, with a 1.74% dividend yield adding to total return.
Risk-Adjusted Performance
Weak
 
Weak
 
Strong
During the last 90 trading days, Transamerica Financial Life produced negative risk-adjusted performance, which signals weak return efficiency for fund investors. This reading is usually reviewed beside volatility, downside risk, and benchmark-relative behavior before conviction is increased. Transamerica Financial is delivering weak return efficiency relative to its risk profile. Current price dislocation suggests continued short-term downside pressure for investors. Learn More
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IAAEX ETF Analysis Dividends, Returns NASDAQIAAEX - Trading View
03/17/2026

Relative Risk vs. Return Landscape

If you had invested $ 1,042 in Transamerica Financial Life on January 24, 2026 and sold it today you would have lost $ 11.00 from holding Transamerica Financial Life or given up 1.06% of portfolio value over 90 days. Transamerica Financial Life is currently producing negative expected returns and carries 0.8471% volatility of returns over 90 trading days. Stated differently, Transamerica is more volatile than roughly 93% of traded mutual funds, and the fund is outperformed by 99% of traded instruments in expected return over the next 90 trading days.
  Expected Return   
       Risk  
This comparison focuses on expected return, realized volatility, and risk efficiency versus the market. It is informative when expected return is read together with volatility rather than in isolation. Based on a 90-day horizon, Transamerica Financial has been underperforming the market. Despite carrying lower volatility, the fund is 1.12 times less risky than the market. the fund converts risk into return at a rate of about -0.02%. Dow Jones Industrial is currently generating roughly 0.0% of returns per unit of risk over a similar time horizon.

Target Price Odds to finish over Current Price

Mean reversion in Transamerica Mutual Fund pricing reflects the documented tendency for funds to gravitate toward equilibrium. While this pattern holds broadly, certain funds can remain mispriced for extended periods before correction.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
10.31 90 days 10.31
about 38.35
Using a normal distribution model, the likelihood of Transamerica Financial moving above the current price in 90 days from now is about 38.35 . Past return patterns over this horizon reflect a distribution that has favored above-current-price scenarios. (The curve shows where outcomes have been clustering for Transamerica Mutual Fund over the next 90 days). The curve width gives a practical read on how much uncertainty surrounds Transamerica Mutual Fund over this horizon.
Based on a 90-day horizon, Transamerica Financial Life has a beta of -0.12. This usually indicates that as returns on the benchmark increase, returns on Transamerica Financial tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, Transamerica Financial Life tends to outperform the market. Additionally, Transamerica Financial Life has an alpha of 0.0052, implying that it can generate a 0.0052 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   Transamerica Financial Price Density   
       Price  

Predictive Modules for Transamerica Financial

Forecasting Transamerica Financial requires combining quantitative signals with evolving sentiment and fundamental trends. Each approach has strengths and limitations, making diversified forecasting strategies especially important for Transamerica Financial.
Mean reversion is the tendency of Transamerica Financial's price to return to its historical average after periods of extreme deviation. Some analysts monitor this tendency by comparing Transamerica Financial's price extremes to fundamental value.
Sentiment
Range
LowSentimentHigh
9.4610.3111.16
Details
Intrinsic
Valuation
LowIntrinsicHigh
8.609.4511.34
Details
Naive
Forecast
LowNextHigh
9.3410.1911.04
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.6310.0610.49
Details
Transamerica Financial is positioned within its peer group by benchmarking margins, returns, and multiples. This peer-relative view identifies where Transamerica Financial leads, trails, or tracks its competitive set.

Primary Risk Indicators

Over the past two decades, the mutual fund market has experienced significant volatility affecting Transamerica Financial. Transamerica Financial has seen dramatic price moves that have reshaped risk profiles for its holders.
α
Alpha over Dow Jones		0.01
β
Beta against Dow Jones-0.12
σ
Overall volatility		0.27
Ir
Information ratio 0.01

Investor Alerts and Insights

Targeted alerts for Transamerica Financial provide the responsiveness needed to monitor holdings and performance. These notifications for Transamerica Financial help investors make timely decisions in response to significant fund events.
Transamerica Financial generated a negative expected return over the last 90 days

Transamerica Financial Fundamentals Growth

The market price of Transamerica Mutual Fund is shaped by investors' expectations for Transamerica Financial's financial performance. Revenue and earnings trends, operating margins, and capital structure decisions all play a role in Transamerica Mutual Fund pricing.

Performance Metrics & Calculation Methodology

Transamerica Financial risk-adjusted performance evaluates NAV returns relative to the variability experienced across reporting periods. Sharpe and Sortino ratios frame return efficiency relative to total and downside risk.

Transamerica Financial Life inputs come from fund disclosures and market reference feeds and are mapped into a consistent reporting framework. Return and risk statistics are calculated from historical price series.

Editorial review and methodology oversight provided by: Michael Smolkin, Member of Macroaxis Board of Directors
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