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DVHQX: TRANSAMERICA PARTNERS HIGH QUALITY BOND TRANSAMERICA PARTNERS HIGH QUALITY BOND (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/18/1994 |
| Last Dividend Date: | 04/19/2017 |
| 12-Mo. Yield | 1.15% |
| Expenses | 1.01% |
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Performance Analytics (As of 09/12/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/18/1994 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.3 | 0.5 | 0.4 | 2.0 | 2.2 | 3.0 | 3.4 | 0.6 | 0.9 | 0.0 | 0.2 | -0.2 | 2.4 | 1.5 | 3.6 | 9.1 | -0.1 | 4.7 | 3.8 | 2.2 | 0.9 | 1.8 | 4.6 | 7.6 | 7.8 | 2.6 | 5.9 | 5.2 | 4.5 | 11.8 | 0.4 |
| Sharpe Ratio | NA | -0.27 | 0.36 | 0.28 | 1.27 | NA | NA | 0.0 | 0.46 | 0.77 | 0.0 | 0.18 | -0.25 | 3.06 | 1.23 | 2.7 | 5.17 | -0.41 | 1.16 | 0.42 | 0.02 | -0.03 | 0.62 | 1.82 | 2.62 | 2.78 | -0.43 | 0.49 | -37.21 | 0.55 | 2.91 | -1.57 |
| Draw Down(%) | NA | 0.8 | 0.8 | 1.1 | 3.4 | NA | NA | 4.0 | 0.4 | 0.8 | 0.6 | 0.6 | 1.1 | 0.3 | 0.8 | 1.0 | 1.0 | 3.4 | 0.4 | 0.4 | 0.7 | 1.8 | 1.4 | 1.0 | 1.1 | 0.6 | 0.8 | 4.0 | 0.5 | 1.6 | 1.3 | 1.2 |
| Standard Deviation(%) | NA | 0.7 | 0.9 | 0.9 | 1.3 | NA | NA | 1.9 | 0.7 | 1.0 | 1.0 | 0.9 | 0.8 | 0.8 | 1.2 | 1.3 | 1.7 | 2.5 | 1.5 | 1.2 | 1.5 | 1.5 | 1.7 | 1.9 | 2.1 | 1.3 | 1.4 | 5.3 | 1.3 | 1.9 | 2.7 | 1.7 |
| Treynor Ratio | NA | -0.01 | 0.01 | 0.01 | 0.04 | NA | NA | 0.0 | 0.01 | 0.03 | 0.0 | 0.01 | -0.01 | 0.1 | 0.03 | 0.08 | 0.22 | -0.02 | 0.04 | 0.02 | 0.0 | 0.0 | 0.02 | 0.08 | 0.13 | 0.16 | -0.02 | 0.07 | -1.88 | 0.02 | 0.22 | -0.07 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.14 | 0.0 | 0.02 | -0.01 |
| Beta | NA | 0.28 | 0.32 | 0.3 | 0.42 | NA | NA | 0.4 | 0.25 | 0.29 | 0.36 | 0.31 | 0.32 | 0.25 | 0.47 | 0.44 | 0.4 | 0.48 | 0.4 | 0.31 | 0.48 | 0.54 | 0.54 | 0.45 | 0.42 | 0.23 | 0.32 | 0.38 | 0.27 | 0.43 | 0.37 | 0.4 |
| RSquared | NA | 0.31 | 0.32 | 0.28 | 0.44 | NA | NA | 0.26 | 0.3 | 0.25 | 0.38 | 0.24 | 0.28 | 0.15 | 0.37 | 0.45 | 0.43 | 0.59 | 0.46 | 0.25 | 0.27 | 0.54 | 0.49 | 0.42 | 0.43 | 0.19 | 0.35 | 0.04 | 0.24 | 0.47 | 0.14 | 0.47 |
| Yield(%) | N/A | 1.2 | 1.3 | 1.4 | 2.3 | 2.5 | 3.1 | N/A | 0.4 | 1.5 | 1.5 | 1.3 | 1.7 | 1.8 | 2.0 | 2.5 | 3.6 | 4.1 | 4.0 | 3.6 | 3.8 | 2.6 | 2.8 | 3.1 | 5.4 | 5.3 | 4.4 | 3.7 | 3.0 | 1.9 | 4.3 | 2.0 |
| Dividend Growth(%) | N/A | 0.0 | -20.9 | -55.2 | -42.2 | N/A | N/A | N/A | -72.1 | -5.2 | 16.0 | -25.0 | -2.9 | -12.0 | -20.1 | -25.6 | -16.7 | 3.3 | 11.4 | -6.8 | 45.1 | -6.7 | -11.2 | -40.8 | 4.9 | 18.4 | 21.4 | 28.0 | 59.7 | -52.6 | 113.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/18/1994
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