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DIHQX: TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND (MUTUAL FUND)

Basic Info

Asset Class:	Short-Term Bond
MyPlanIQ Rating:	Not Rated
Start Date:	03/26/2001
Last Dividend Date:	06/28/2017
12-Mo. Yield	1.72%
Expenses	0.65%
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Performance Analytics (As of 09/12/2017)

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	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 03/26/2001	2017	2016
Annualized Return(%) ?	0.0	0.8	0.9	0.8	2.3	2.5	2.8	1.1	1.3
Sharpe Ratio ?	NA	0.45	0.77	0.7	1.51	NA	1.31	1.26	1.14
Draw Down(%) ?	NA	0.7	0.7	0.9	3.2	NA	3.2	0.3	0.7

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 03/26/2001	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001
Annualized Return(%) ?	0.0	0.8	0.9	0.8	2.3	2.5	2.8	1.1	1.3	0.4	0.6	0.2	2.7	1.8	3.9	9.5	0.2	5.0	4.1	2.6	1.2	2.0	4.9	5.0
Sharpe Ratio ?	NA	0.45	0.77	0.7	1.51	NA	1.31	1.26	1.14	0.34	0.62	0.16	3.53	1.48	2.87	5.25	-0.27	1.32	0.73	0.31	0.17	0.81	1.98	2.23
Draw Down(%) ?	NA	0.7	0.7	0.9	3.2	NA	3.2	0.3	0.7	0.7	0.5	0.9	0.2	0.7	1.0	1.1	3.2	0.5	0.4	0.7	1.7	1.4	1.0	1.0
Standard Deviation(%) ?	NA	0.9	0.9	0.9	1.4	NA	1.5	0.8	1.0	1.0	0.9	0.9	0.8	1.2	1.3	1.8	2.5	1.5	1.1	1.5	1.5	1.7	1.9	2.1
Treynor Ratio ?	NA	0.02	0.02	0.02	0.05	NA	0.04	0.04	0.05	0.01	0.02	0.0	0.13	0.04	0.08	0.24	-0.01	0.05	0.02	0.01	0.01	0.03	0.09	0.11
Alpha	NA	0.0	0.0	0.0	0.0	NA	0.0	0.0	0.0	0.0	0.0	0.0	0.01	0.0	0.01	0.02	0.01	0.0	0.0	0.0	0.0	0.0	0.01	0.01
Beta	NA	0.25	0.32	0.3	0.42	NA	0.43	0.25	0.24	0.41	0.29	0.33	0.2	0.46	0.47	0.39	0.49	0.43	0.33	0.45	0.51	0.52	0.45	0.42
RSquared ?	NA	0.18	0.29	0.24	0.43	NA	0.41	0.21	0.17	0.43	0.22	0.23	0.11	0.35	0.47	0.37	0.6	0.49	0.29	0.21	0.48	0.47	0.41	0.43
Yield(%)	N/A	1.7	1.7	1.8	2.6	2.8	N/A	0.9	1.8	1.7	1.7	2.1	2.1	2.3	3.0	3.9	4.4	4.2	3.7	4.0	2.9	3.0	3.1	6.0
Dividend Growth(%)	N/A	29.6	-18.0	-47.4	N/A	N/A	N/A	-52.5	1.1	1.1	-19.2	-0.5	-9.5	-21.4	-21.0	-14.6	4.8	13.8	-8.6	37.3	-3.2	-4.0	-47.9	N/A

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 03/26/2001	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001
Annualized Return(%) ?	0.0	0.8	0.9	0.8	2.3	2.5	2.8	1.1	1.3	0.4	0.6	0.2	2.7	1.8	3.9	9.5	0.2	5.0	4.1	2.6	1.2	2.0	4.9	5.0
Sharpe Ratio ?	NA	0.45	0.77	0.7	1.51	NA	1.31	1.26	1.14	0.34	0.62	0.16	3.53	1.48	2.87	5.25	-0.27	1.32	0.73	0.31	0.17	0.81	1.98	2.23
Draw Down(%) ?	NA	0.7	0.7	0.9	3.2	NA	3.2	0.3	0.7	0.7	0.5	0.9	0.2	0.7	1.0	1.1	3.2	0.5	0.4	0.7	1.7	1.4	1.0	1.0
Standard Deviation(%) ?	NA	0.9	0.9	0.9	1.4	NA	1.5	0.8	1.0	1.0	0.9	0.9	0.8	1.2	1.3	1.8	2.5	1.5	1.1	1.5	1.5	1.7	1.9	2.1
Treynor Ratio ?	NA	0.02	0.02	0.02	0.05	NA	0.04	0.04	0.05	0.01	0.02	0.0	0.13	0.04	0.08	0.24	-0.01	0.05	0.02	0.01	0.01	0.03	0.09	0.11
Alpha	NA	0.0	0.0	0.0	0.0	NA	0.0	0.0	0.0	0.0	0.0	0.0	0.01	0.0	0.01	0.02	0.01	0.0	0.0	0.0	0.0	0.0	0.01	0.01
Beta	NA	0.25	0.32	0.3	0.42	NA	0.43	0.25	0.24	0.41	0.29	0.33	0.2	0.46	0.47	0.39	0.49	0.43	0.33	0.45	0.51	0.52	0.45	0.42
RSquared ?	NA	0.18	0.29	0.24	0.43	NA	0.41	0.21	0.17	0.43	0.22	0.23	0.11	0.35	0.47	0.37	0.6	0.49	0.29	0.21	0.48	0.47	0.41	0.43
Yield(%)	N/A	1.7	1.7	1.8	2.6	2.8	N/A	0.9	1.8	1.7	1.7	2.1	2.1	2.3	3.0	3.9	4.4	4.2	3.7	4.0	2.9	3.0	3.1	6.0
Dividend Growth(%)	N/A	29.6	-18.0	-47.4	N/A	N/A	N/A	-52.5	1.1	1.1	-19.2	-0.5	-9.5	-21.4	-21.0	-14.6	4.8	13.8	-8.6	37.3	-3.2	-4.0	-47.9	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/26/2001

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DIHQX: TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND (MUTUAL FUND)

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DIHQX: TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND (MUTUAL FUND)

Basic Info

Performance Analytics (As of 09/12/2017)

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