Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DIBFX (TRANSAMERICA PARTNERS INSTITUTIONAL BALANCED TRANSAMERICA PARTNERS INSTITUTIONAL BALANCED) | NA | 12.20% | 6.41% | 9.38% | 5.52% | 6.87% | NA | 5.74% |
Data as of 10/31/2017, AR inception is 03/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIBFX (TRANSAMERICA PARTNERS INSTITUTIONAL BALANCED TRANSAMERICA PARTNERS INSTITUTIONAL BALANCED) | 03/26/2001 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.20 | 6.41 | 9.38 | 5.52 | 6.87 | NA | 5.74 | 9.25 | 8.09 | 0.28 | 10.72 | 18.06 | 13.29 | 3.35 | 13.57 | 24.14 | -27.58 | -2.29 | 11.45 | 5.25 | 8.14 | 17.42 | -10.82 | 1.74 |
| Sharpe Ratio | NA | 2.75 | 0.83 | 1.28 | 0.43 | NA | NA | 0.41 | 2.69 | 0.99 | 0.03 | 1.65 | 2.53 | 1.33 | 0.25 | 1.26 | 1.44 | -1.21 | -0.51 | 1.26 | 0.45 | 0.96 | 1.67 | -0.82 | 0.02 |
| Standard Deviation(%) | NA | 4.24 | 7.44 | 7.23 | 12.36 | NA | NA | 11.34 | 3.94 | 7.90 | 9.13 | 6.49 | 7.11 | 10.02 | 13.29 | 10.71 | 16.67 | 23.42 | 10.36 | 6.52 | 6.84 | 7.45 | 10.00 | 14.45 | 11.21 |
| Draw Down(%) | NA | 1.22 | 8.36 | 8.36 | 44.33 | NA | NA | 44.70 | 1.22 | 6.23 | 7.46 | 4.11 | 4.94 | 6.71 | 10.65 | 9.24 | 19.83 | 36.40 | 8.34 | 4.54 | 4.57 | 5.17 | 7.50 | 19.06 | 14.38 |
| Yield(%) | 0.00 | 1.16 | 1.44 | 1.90 | 2.05 | 2.98 | 2.13 | 2.66 | 0.74 | 1.66 | 1.46 | 1.72 | 2.38 | 1.71 | 1.84 | 2.69 | 4.39 | 3.35 | 2.71 | 4.46 | 1.77 | 2.33 | 2.36 | 1.65 | 2.74 |
Data as of 10/31/2017, AR inception is 03/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIBFX (TRANSAMERICA PARTNERS INSTITUTIONAL BALANCED TRANSAMERICA PARTNERS INSTITUTIONAL BALANCED) |
-12.14%
Feb 2006 - Feb 2009 |
-5.06%
Feb 2004 - Feb 2009 |
3.00%
Jul 2001 - Jul 2011 |
4.79%
Apr 2001 - Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIBFX (TRANSAMERICA PARTNERS INSTITUTIONAL BALANCED TRANSAMERICA PARTNERS INSTITUTIONAL BALANCED) |
20.93%
Feb 2009 - Feb 2012 |
17.67%
Feb 2009 - Feb 2014 |
6.52%
Mar 2003 - Mar 2013 |
7.23%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart