Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DIHQX (TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND) | NA | 0.85% | 0.93% | 0.77% | 2.33% | 2.52% | NA | 2.89% |
Data as of 09/12/2017, AR inception is 03/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIHQX (TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND) | 03/26/2001 | 09/12/2017 |
| 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 | 0.85 | 0.93 | 0.77 | 2.33 | 2.52 | NA | 2.89 | 1.06 | 1.30 | 0.38 | 0.55 | 0.18 | 2.69 | 1.84 | 3.94 | 9.51 | 0.24 | 5.02 | 4.11 | 2.65 | 1.21 | 2.04 | 4.91 | 5.00 |
| Sharpe Ratio | NA | 0.45 | 0.77 | 0.70 | 1.51 | NA | 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 |
| Standard Deviation(%) | NA | 0.86 | 0.94 | 0.91 | 1.37 | NA | NA | 1.47 | 0.77 | 0.95 | 1.05 | 0.86 | 0.94 | 0.75 | 1.22 | 1.34 | 1.79 | 2.51 | 1.52 | 1.12 | 1.54 | 1.51 | 1.66 | 1.92 | 2.08 |
| Draw Down(%) | NA | 0.72 | 0.72 | 0.91 | 3.22 | NA | NA | 3.22 | 0.30 | 0.72 | 0.66 | 0.47 | 0.91 | 0.19 | 0.70 | 1.03 | 1.09 | 3.22 | 0.48 | 0.39 | 0.69 | 1.69 | 1.39 | 1.03 | 1.03 |
| Yield(%) | 0.00 | 1.72 | 1.72 | 1.76 | 2.63 | 2.79 | 2.49 | 3.11 | 0.85 | 1.79 | 1.75 | 1.71 | 2.07 | 2.09 | 2.30 | 2.95 | 3.94 | 4.41 | 4.25 | 3.74 | 4.04 | 2.89 | 2.97 | 3.14 | 5.95 |
Data as of 09/12/2017, 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 |
|---|---|---|---|---|
| DIHQX (TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND) |
0.37%
Dec 2012 - Dec 2015 |
0.79%
Aug 2012 - Aug 2017 |
2.36%
Aug 2007 - Aug 2017 |
2.53%
Aug 2002 - Aug 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIHQX (TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND TRANSAMERICA PARTNERS INSTITUTIONAL HIGH QUALITY BOND) |
5.46%
Oct 2008 - Oct 2011 |
4.79%
Oct 2005 - Oct 2010 |
3.90%
Apr 2001 - Apr 2011 |
2.98%
Apr 2001 - Apr 2016 |
Annualized Rolling Returns Comparison Chart