Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DICBX (TRANSAMERICA PARTNERS INSTITUTIONAL CORE BOND TRANSAMERICA PARTNERS INSTITUTIONAL CORE BOND) | NA | -0.40% | 1.86% | 2.03% | 4.34% | 4.35% | NA | 4.62% |
Data as of 10/31/2017, AR inception is 03/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DICBX (TRANSAMERICA PARTNERS INSTITUTIONAL CORE BOND TRANSAMERICA PARTNERS INSTITUTIONAL CORE BOND) | 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 | -0.40 | 1.86 | 2.03 | 4.34 | 4.35 | NA | 4.62 | 1.64 | 3.21 | 0.21 | 6.01 | -1.21 | 7.90 | 5.94 | 8.04 | 12.54 | -2.11 | 6.38 | 3.94 | 2.13 | 4.36 | 4.36 | 7.98 | 3.59 |
| Sharpe Ratio | NA | -0.41 | 0.56 | 0.60 | 1.03 | NA | NA | 0.87 | 0.75 | 0.99 | 0.05 | 2.22 | -0.38 | 2.30 | 1.61 | 2.08 | 2.44 | -0.44 | 0.97 | 0.23 | -0.02 | 0.47 | 0.94 | 1.76 | 0.55 |
| Standard Deviation(%) | NA | 2.31 | 2.89 | 3.13 | 3.99 | NA | NA | 4.13 | 1.85 | 3.03 | 3.50 | 2.70 | 3.26 | 3.43 | 3.66 | 3.82 | 5.11 | 6.83 | 3.46 | 2.77 | 2.67 | 7.20 | 3.89 | 3.92 | 4.97 |
| Draw Down(%) | NA | 3.11 | 3.81 | 5.59 | 11.26 | NA | NA | 11.26 | 1.40 | 3.81 | 2.62 | 1.35 | 5.59 | 1.99 | 2.25 | 3.68 | 3.16 | 11.26 | 2.49 | 2.36 | 2.09 | 4.66 | 4.72 | 2.19 | 3.87 |
| Yield(%) | 0.00 | 2.58 | 2.95 | 3.23 | 4.18 | 4.24 | 3.62 | 4.53 | 1.26 | 3.21 | 2.87 | 3.89 | 3.70 | 6.57 | 2.98 | 4.60 | 4.87 | 6.00 | 4.18 | 4.13 | 3.62 | 4.30 | 4.16 | 5.22 | 8.22 |
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 |
|---|---|---|---|---|
| DICBX (TRANSAMERICA PARTNERS INSTITUTIONAL CORE BOND TRANSAMERICA PARTNERS INSTITUTIONAL CORE BOND) |
1.23%
Nov 2012 - Nov 2015 |
2.14%
Nov 2003 - Nov 2008 |
4.40%
Sep 2007 - Sep 2017 |
4.34%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DICBX (TRANSAMERICA PARTNERS INSTITUTIONAL CORE BOND TRANSAMERICA PARTNERS INSTITUTIONAL CORE BOND) |
10.23%
Oct 2008 - Oct 2011 |
7.69%
Oct 2008 - Oct 2013 |
5.65%
Jul 2002 - Jul 2012 |
4.98%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart