Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIHSX (TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT/INTERMEDIATE HORIZON TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT/INTERMEDIATE HORIZON) | NA | 4.48% | 2.99% | 4.47% | 4.11% | 5.27% | NA | … | … |
Data as of 10/31/2017, Common starting date is 03/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIHSX (TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT/INTERMEDIATE HORIZON TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT/INTERMEDIATE HORIZON) | 03/27/2001 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.48 | 2.99 | 4.47 | 4.11 | 5.27 | NA | … | … | 3.87 | 5.38 | -0.24 | 4.22 | 7.95 | 9.94 | 2.91 | 10.82 | 19.36 | -18.01 | 5.57 | 7.35 | 3.66 | 6.35 | 12.40 | -2.83 | 2.31 |
| Sharpe Ratio | NA | 1.84 | 0.68 | 1.04 | 0.42 | NA | NA | … | … | 2.19 | 1.11 | -0.06 | 1.19 | 1.76 | 1.97 | 0.13 | 1.76 | 2.43 | -1.56 | 0.53 | 1.06 | 0.45 | 1.37 | 2.67 | -0.21 | 0.18 |
| Standard Deviation(%) | NA | 2.15 | 4.06 | 4.15 | 9.12 | NA | NA | … | … | 1.86 | 4.65 | 4.78 | 3.54 | 4.50 | 5.06 | 21.75 | 6.11 | 7.94 | 12.11 | 4.82 | 3.83 | 3.31 | 3.94 | 4.39 | 18.40 | 5.80 |
| Draw Down(%) | NA | 1.06 | 7.92 | 7.92 | 25.70 | NA | NA | … | … | 1.06 | 4.21 | 5.30 | 3.13 | 4.91 | 3.14 | 15.01 | 4.18 | 8.80 | 25.61 | 3.19 | 2.94 | 2.32 | 3.80 | 3.06 | 19.73 | 7.54 |
| Yield(%) | 0.00 | 1.54 | 2.09 | 2.58 | 2.85 | 3.82 | 2.96 | … | … | 0.76 | 2.71 | 1.96 | 2.63 | 2.57 | 4.06 | 2.67 | 2.59 | 3.51 | 4.19 | 4.46 | 5.62 | 3.73 | 5.09 | 3.81 | 3.38 | 5.93 |
Data as of 10/31/2017, Common starting date is 03/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIHSX (TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT/INTERMEDIATE HORIZON TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT/INTERMEDIATE HORIZON) |
-4.58%
Feb 2006 – Feb 2009 |
-0.90%
Feb 2004 – Feb 2009 |
4.20%
Feb 2006 – Feb 2016 |
4.46%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIHSX (TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT/INTERMEDIATE HORIZON TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT/INTERMEDIATE HORIZON) |
14.52%
Feb 2009 – Feb 2012 |
11.63%
Feb 2009 – Feb 2014 |
5.88%
Sep 2002 – Sep 2012 |
5.40%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart