C000021443 Performance — Transamerica JPMorgan Tactical Allocation VP, Initial Class
Data updated: 2026-08-26
C000021443 returned +2.44% year to date and +6.71% over one year to Jun 2026. Annualised returns are +6.97% over 3 years and +1.99% over 5 years. The fund beat its Intermediate Core Bond category average: $100 invested three years ago grew to $122, against $115 for the category, and to $107 over one year, against $104. Volatility over the past three years was 7.32% a year. In the 12 months to Jun 2026 the fund lost a net $106.0M, and assets reached $814.53M.
C000021443 Growth of $100
What $100 invested in Transamerica JPMorgan Tactical Allocation VP grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Intermediate Core Bond category average over the same months.
| Period | C000021443 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $107 | $104 |
| 3 years (Jul 2023 – Jun 2026) | $122 | $115 |
| 5 years (Jul 2021 – Jun 2026) | $110 | $102 |
| Since data start (Jul 2019 – Jun 2026) | $132 | $112 |
C000021443 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +2.44% |
| 1 year | +6.71% |
| 3 years (annualised) | +6.97% |
| 5 years (annualised) | +1.99% |
C000021443 Annual Returns
Calendar-year total returns of Transamerica JPMorgan Tactical Allocation VP, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +2.44% |
| 2025 | +9.08% |
| 2024 | +4.26% |
| 2023 | +8.91% |
| 2022 | −14.81% |
| 2021 | +4.92% |
| 2020 | +12.36% |
| 2019 (Jul–Dec) | +3.42% |
C000021443 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.7% | +1.6% | −3.5% | +2.2% | +1.2% | +0.3% | — | — | — | — | — | — |
| 2025 | +1.4% | +1.4% | −1.3% | −0.2% | +0.8% | +2.5% | −0.1% | +1.6% | +1.4% | +0.8% | +0.5% | 0.0% |
| 2024 | −0.3% | +0.2% | +1.6% | −3.0% | +2.3% | +1.4% | +1.6% | +2.0% | +1.4% | −2.6% | +2.5% | −2.6% |
| 2023 | +3.7% | −2.8% | +2.9% | +0.5% | −1.2% | +0.6% | +0.6% | −1.2% | −3.4% | −2.0% | +6.1% | +5.2% |
| 2022 | −2.6% | −1.6% | −1.9% | −4.6% | +0.3% | −3.0% | +2.8% | −2.9% | −5.1% | +0.2% | +4.0% | −1.0% |
| 2021 | −0.7% | −0.1% | +0.3% | +1.7% | +0.8% | +0.8% | +1.0% | +0.5% | −1.6% | +1.5% | −0.7% | +1.3% |
| 2020 | +1.3% | −0.5% | −6.0% | +4.1% | +2.1% | +2.2% | +3.0% | +1.2% | −0.9% | −0.7% | +4.8% | +1.6% |
| 2019 | — | — | — | — | — | — | +0.1% | +1.4% | −0.1% | +0.8% | +0.5% | +0.7% |
C000021443 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 7.32%
- 3-year Sharpe ratio: 0.34 (vs 4.5% risk-free rate)
- Best month: +6.08% (Nov 2023)
- Worst month: −3.49% (Mar 2026)
C000021443 Fund Flows
Monthly money in and out of Transamerica JPMorgan Tactical Allocation VP, from SEC Form N-PORT.
- 12-month net flow: −$106.0M
- 12-month gross sales (incl. reinvestments): $28.6M
- Sales ÷ redemptions: 0.21×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $171K | $10.2M | −$10.1M |
| May 2026 | $125K | $9.9M | −$9.7M |
| Apr 2026 | $305K | $12.7M | −$12.4M |
| Mar 2026 | $252K | $10.8M | −$10.6M |
| Feb 2026 | $599K | $10.6M | −$10.0M |
| Jan 2026 | $90K | $10.8M | −$10.7M |
| Dec 2025 | $922K | $12.0M | −$11.1M |
| Nov 2025 | $135K | $11.4M | −$11.3M |
| Oct 2025 | $95K | $11.5M | −$11.4M |
| Sep 2025 | $87K | $12.5M | −$12.5M |
| Aug 2025 | $25.5M | $10.0M | $15.5M |
| Jul 2025 | $304K | $12.0M | −$11.7M |
C000021443 Assets Under Management
Net assets of Transamerica JPMorgan Tactical Allocation VP by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $814.53M |
| 2026-03-31 | $816.81M |
| 2025-12-31 | $859.19M |
| 2025-09-30 | $882.69M |
| 2025-06-30 | $892.00M |
| 2025-03-31 | $904.07M |
| 2024-12-31 | $926.46M |
| 2024-09-30 | $990.50M |
| 2024-06-30 | $982.29M |
| 2024-03-31 | $1.02B |
| 2023-12-31 | $1.03B |
| 2023-09-30 | $997.36M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.