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DICBX: TRANSAMERICA PARTNERS INSTITUTIONAL CORE BOND TRANSAMERICA PARTNERS INSTITUTIONAL CORE BOND (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/26/2001 |
Last Dividend Date: | 07/28/2017 |
12-Mo. Yield | 2.58% |
Expenses | 0.65% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/24/2001 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.4 | 1.9 | 2.0 | 4.3 | 4.3 | 4.5 | 1.6 | 3.2 | 0.2 | 6.0 | -1.2 | 7.9 | 5.9 | 8.0 | 12.5 | -2.1 | 6.4 | 3.9 | 2.1 | 4.4 | 4.4 | 8.0 | 3.6 |
Sharpe Ratio | NA | -0.41 | 0.56 | 0.6 | 1.03 | NA | 0.87 | 0.75 | 0.99 | 0.05 | 2.22 | -0.38 | 2.3 | 1.61 | 2.08 | 2.44 | -0.44 | 0.97 | 0.23 | -0.02 | 0.47 | 0.94 | 1.76 | 0.55 |
Draw Down(%) | NA | 3.1 | 3.8 | 5.6 | 11.3 | NA | 11.3 | 1.4 | 3.8 | 2.6 | 1.4 | 5.6 | 2.0 | 2.3 | 3.7 | 3.2 | 11.3 | 2.5 | 2.4 | 2.1 | 4.7 | 4.7 | 2.2 | 3.9 |
Standard Deviation(%) | NA | 2.3 | 2.9 | 3.1 | 4.0 | NA | 4.1 | 1.9 | 3.0 | 3.5 | 2.7 | 3.3 | 3.4 | 3.7 | 3.8 | 5.1 | 6.8 | 3.5 | 2.8 | 2.7 | 7.2 | 3.9 | 3.9 | 5.0 |
Treynor Ratio | NA | -0.02 | 0.02 | 0.03 | 0.06 | NA | 0.05 | 0.04 | 0.04 | 0.0 | 0.08 | -0.02 | 0.12 | 0.09 | 0.13 | 0.2 | -0.05 | 0.05 | 0.01 | 0.0 | 0.05 | 0.05 | 0.11 | 0.04 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 |
Beta | NA | 0.51 | 0.65 | 0.7 | 0.65 | NA | 0.65 | 0.37 | 0.69 | 0.75 | 0.75 | 0.77 | 0.66 | 0.64 | 0.63 | 0.62 | 0.64 | 0.65 | 0.57 | 0.57 | 0.72 | 0.68 | 0.6 | 0.72 |
RSquared | NA | 0.5 | 0.68 | 0.63 | 0.64 | NA | 0.58 | 0.34 | 0.69 | 0.82 | 0.69 | 0.78 | 0.35 | 0.74 | 0.74 | 0.7 | 0.53 | 0.76 | 0.56 | 0.63 | 0.23 | 0.8 | 0.68 | 0.78 |
Yield(%) | N/A | 2.6 | 3.0 | 3.2 | 4.2 | 4.2 | N/A | 1.3 | 3.2 | 2.8 | 3.9 | 3.7 | 6.5 | 3.0 | 4.6 | 4.8 | 6.1 | 4.2 | 4.0 | 3.6 | 4.3 | 4.1 | 5.3 | 8.3 |
Dividend Growth(%) | N/A | -7.8 | -30.2 | -27.4 | N/A | N/A | N/A | -58.8 | 9.7 | -26.2 | 2.4 | -43.1 | 125.0 | -33.3 | 2.1 | -27.7 | 47.7 | 4.8 | 10.5 | -15.6 | 4.7 | -20.4 | -39.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/24/2001
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