C000197832 Performance — Transamerica 60/40 Allocation VP, Service Class
Data updated: 2026-08-26
C000197832 returned +6.22% year to date and +13.79% over one year to Jun 2026. Annualised returns are +13.16% over 3 years and +7.60% over 5 years. Against its US Multi-Cap Blend category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $145, against $143 for the category, and to $114 over one year, against $116. Volatility over the past three years was 8.22% a year. In the 12 months to Jun 2026 the fund lost a net $2.3M, and assets reached $83.47M.
C000197832 Growth of $100
What $100 invested in Transamerica 60/40 Allocation VP grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | C000197832 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $114 | $116 |
| 3 years (Jul 2023 – Jun 2026) | $145 | $143 |
| 5 years (Jul 2021 – Jun 2026) | $144 | $136 |
| Since data start (Jul 2019 – Jun 2026) | $186 | $173 |
C000197832 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.22% |
| 1 year | +13.79% |
| 3 years (annualised) | +13.16% |
| 5 years (annualised) | +7.60% |
C000197832 Annual Returns
Calendar-year total returns of Transamerica 60/40 Allocation VP, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +6.22% |
| 2025 | +14.91% |
| 2024 | +12.33% |
| 2023 | +15.93% |
| 2022 | −13.80% |
| 2021 | +13.30% |
| 2020 | +12.47% |
| 2019 (Jul–Dec) | +6.55% |
C000197832 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 | +1.5% | +0.8% | −4.1% | +5.7% | +2.9% | −0.4% | — | — | — | — | — | — |
| 2025 | +2.1% | +0.4% | −2.5% | +0.6% | +3.5% | +3.1% | +0.7% | +1.9% | +2.2% | +1.4% | +0.4% | +0.4% |
| 2024 | +0.8% | +2.4% | +2.2% | −2.9% | +3.5% | +1.6% | +1.5% | +2.1% | +1.5% | −1.8% | +2.9% | −1.8% |
| 2023 | +4.9% | −2.1% | +2.7% | +1.3% | −0.7% | +3.5% | +2.0% | −1.4% | −3.2% | −1.8% | +6.4% | +3.8% |
| 2022 | −3.5% | −2.2% | +0.9% | −5.7% | +0.2% | −5.5% | +5.4% | −3.3% | −6.7% | +4.1% | +5.3% | −2.9% |
| 2021 | −0.9% | +1.3% | +2.1% | +3.0% | +1.0% | +0.9% | +1.4% | +1.5% | −2.8% | +3.4% | −1.0% | +2.7% |
| 2020 | +0.4% | −4.3% | −8.6% | +7.3% | +3.0% | +2.0% | +3.3% | +3.7% | −2.1% | −2.0% | +7.5% | +2.5% |
| 2019 | — | — | — | — | — | — | +0.5% | 0.0% | +0.9% | +1.7% | +1.7% | +1.6% |
C000197832 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 8.22%
- 3-year Sharpe ratio: 1.05 (vs 4.5% risk-free rate)
- Best month: +6.43% (Nov 2023)
- Worst month: −4.10% (Mar 2026)
C000197832 Fund Flows
Monthly money in and out of Transamerica 60/40 Allocation VP, from SEC Form N-PORT.
- 12-month net flow: −$2.3M
- 12-month gross sales (incl. reinvestments): $14.5M
- Sales ÷ redemptions: 0.86×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $78K | $1.6M | −$1.5M |
| May 2026 | $484K | $1.1M | −$572K |
| Apr 2026 | $2.0M | $1.9M | $139K |
| Mar 2026 | $134K | $736K | −$601K |
| Feb 2026 | $508K | $1.8M | −$1.2M |
| Jan 2026 | $444K | $2.0M | −$1.6M |
| Dec 2025 | $2.3M | $623K | $1.6M |
| Nov 2025 | $53K | $2.0M | −$1.9M |
| Oct 2025 | $556K | $1.5M | −$981K |
| Sep 2025 | $746K | $2.2M | −$1.5M |
| Aug 2025 | $6.7M | $523K | $6.2M |
| Jul 2025 | $483K | $838K | −$354K |
C000197832 Assets Under Management
Net assets of Transamerica 60/40 Allocation VP by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $83.47M |
| 2026-03-31 | $78.92M |
| 2025-12-31 | $83.79M |
| 2025-09-30 | $83.27M |
| 2025-06-30 | $81.20M |
| 2025-03-31 | $78.22M |
| 2024-12-31 | $80.03M |
| 2024-09-30 | $83.26M |
| 2024-06-30 | $83.16M |
| 2024-03-31 | $82.23M |
| 2023-12-31 | $78.32M |
| 2023-09-30 | $59.50M |
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.