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DVHYX: TRANSAMERICA PARTNERS HIGH YIELD BOND TRANSAMERICA PARTNERS HIGH YIELD BOND (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/18/1996 |
| Last Dividend Date: | 03/22/2017 |
| 12-Mo. Yield | 2.77% |
| Expenses | 1.10% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/18/1996 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 3.4 | 3.2 | 4.6 | 6.2 | 8.1 | 4.6 | 4.9 | 1.8 | 14.9 | -4.7 | 2.7 | 6.9 | 14.7 | 4.4 | 15.3 | 56.2 | -29.3 | 1.6 | 11.3 | 2.9 | 9.8 | 27.4 | -0.6 | -4.6 | -12.1 | -6.8 | 2.1 | 12.3 | 0.7 |
| Sharpe Ratio | NA | 1.28 | 0.69 | 1.18 | 1.15 | NA | NA | 0.3 | 0.97 | 2.66 | -1.09 | 0.84 | 2.35 | 5.54 | 0.91 | 4.67 | 8.53 | -3.05 | -0.45 | 5.9 | 0.3 | 3.36 | 8.59 | -0.42 | -1.02 | -2.65 | -1.28 | -0.37 | -5.94 | 20.73 |
| Draw Down(%) | NA | 2.1 | 12.7 | 12.7 | 35.6 | NA | NA | 36.3 | 2.1 | 5.4 | 9.3 | 4.2 | 4.9 | 2.5 | 8.9 | 4.0 | 6.9 | 35.2 | 5.1 | 1.3 | 5.0 | 4.5 | 3.3 | 9.3 | 13.8 | 13.0 | 9.6 | 9.2 | 4.8 | 0.0 |
| Standard Deviation(%) | NA | 2.2 | 4.3 | 3.8 | 5.2 | NA | NA | 5.1 | 1.6 | 5.5 | 4.3 | 3.2 | 2.9 | 2.7 | 4.8 | 3.3 | 6.6 | 9.9 | 3.2 | 1.4 | 2.5 | 2.6 | 3.1 | 4.1 | 6.9 | 6.1 | 7.8 | 3.4 | 7.2 | 1.0 |
| Treynor Ratio | NA | 0.06 | 0.03 | 0.06 | 0.07 | NA | NA | 0.02 | 0.05 | 0.15 | -0.05 | 0.04 | 0.1 | 0.28 | 0.06 | 0.31 | 0.65 | -0.32 | -0.02 | 0.34 | 0.01 | 0.2 | 0.54 | -0.04 | -0.17 | -0.36 | -0.23 | -0.02 | -1.04 | 0.59 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.03 | 0.0 | 0.03 | 0.06 | -0.05 | 0.0 | 0.03 | 0.0 | 0.02 | 0.07 | -0.01 | -0.03 | -0.06 | -0.03 | 0.01 | -0.08 | 0.05 |
| Beta | NA | 0.44 | 0.87 | 0.8 | 0.84 | NA | NA | 0.7 | 0.28 | 0.97 | 0.91 | 0.72 | 0.68 | 0.53 | 0.78 | 0.49 | 0.87 | 0.94 | 0.59 | 0.24 | 0.53 | 0.45 | 0.49 | 0.49 | 0.41 | 0.45 | 0.43 | 0.69 | 0.41 | 0.34 |
| RSquared | NA | 0.37 | 0.7 | 0.65 | 0.66 | NA | NA | 0.38 | 0.25 | 0.8 | 0.7 | 0.61 | 0.55 | 0.39 | 0.73 | 0.45 | 0.66 | 0.72 | 0.56 | 0.2 | 0.4 | 0.3 | 0.29 | 0.3 | 0.19 | 0.08 | 0.02 | 0.4 | 0.02 | 0.57 |
| Yield(%) | N/A | 2.8 | 4.3 | 5.0 | 6.1 | 7.9 | 4.6 | N/A | 1.4 | 6.0 | 5.2 | 5.4 | 5.9 | 7.3 | 7.5 | 10.2 | 11.8 | 7.9 | 7.4 | 7.2 | 7.0 | 7.3 | 9.7 | 5.9 | 0.0 | 0.0 | 3.6 | 0.6 | 5.4 | 1.8 |
| Dividend Growth(%) | N/A | -49.1 | -31.8 | -37.1 | 17.7 | N/A | N/A | N/A | -74.3 | 4.0 | -6.4 | -9.0 | -13.7 | -5.7 | -22.7 | 22.5 | -4.0 | 0.3 | 6.5 | -0.3 | -2.7 | -11.8 | 52.9 | N/A | N/A | -100.0 | 543.1 | -88.8 | 203.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/1996
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