Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DISHX (TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT HORIZON) | NA | 2.23% | 2.35% | 2.73% | 4.11% | 4.51% | NA | … | … |
Data as of 10/31/2017, Common starting date is 03/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DISHX (TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT 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 | 2.23 | 2.35 | 2.73 | 4.11 | 4.51 | NA | … | … | 2.86 | 5.01 | -0.72 | 4.08 | 1.68 | 8.28 | 5.01 | 8.69 | 16.81 | -9.31 | 5.46 | 5.47 | 2.65 | 4.69 | 6.97 | 3.17 | 3.85 |
| Sharpe Ratio | NA | 0.95 | 0.88 | 0.93 | 0.37 | NA | NA | … | … | 1.92 | 1.81 | -0.27 | 2.05 | 0.48 | 2.63 | 0.17 | 2.78 | 3.91 | -1.61 | 1.07 | 0.99 | 0.24 | 1.47 | 2.44 | 0.80 | 1.11 |
| Standard Deviation(%) | NA | 1.77 | 2.39 | 2.76 | 10.37 | NA | NA | … | … | 1.49 | 2.64 | 2.74 | 1.99 | 3.45 | 3.16 | 29.00 | 3.10 | 4.27 | 6.35 | 2.29 | 2.20 | 2.05 | 2.55 | 2.57 | 2.57 | 2.81 |
| Draw Down(%) | NA | 1.43 | 4.16 | 4.45 | 18.96 | NA | NA | … | … | 1.26 | 2.15 | 3.39 | 1.39 | 4.45 | 1.57 | 18.96 | 2.44 | 4.57 | 16.66 | 1.53 | 1.13 | 1.54 | 3.10 | 3.07 | 3.14 | 1.56 |
| Yield(%) | 0.00 | 2.01 | 2.37 | 2.81 | 3.43 | 3.86 | 3.22 | … | … | 1.11 | 3.11 | 2.19 | 2.78 | 2.73 | 4.91 | 3.04 | 3.45 | 4.23 | 5.18 | 4.85 | 4.57 | 3.69 | 4.13 | 4.19 | 3.63 | 7.44 |
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 |
|---|---|---|---|---|
| DISHX (TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT HORIZON) |
-0.76%
Feb 2006 – Feb 2009 |
0.89%
Feb 2004 – Feb 2009 |
4.18%
Sep 2007 – Sep 2017 |
4.34%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DISHX (TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA INSTITUTIONAL ASSET ALLOCATION-SHORT HORIZON) |
12.00%
Feb 2009 – Feb 2012 |
8.91%
Feb 2009 – Feb 2014 |
5.50%
Nov 2002 – Nov 2012 |
4.58%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart