Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IGTCX (TRANSAMERICA DYNAMIC INCOME C) | NA | 7.02% | 0.83% | 0.63% | NA | NA | NA | 2.30% |
Data as of 08/05/2021, AR inception is 11/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGTCX (TRANSAMERICA DYNAMIC INCOME C) | 11/01/2011 | 08/05/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.02 | 0.83 | 0.63 | NA | NA | NA | 2.30 | 2.66 | -6.33 | 11.63 | -6.18 | 5.00 | 10.25 | -8.55 | 3.77 | 3.63 | 6.40 | 0.50 |
| Sharpe Ratio | NA | 1.28 | 0.00 | -0.01 | NA | NA | NA | 0.20 | 1.09 | -0.32 | 2.29 | -1.38 | 1.13 | 1.08 | -1.12 | 0.75 | 0.67 | 1.70 | 0.54 |
| Standard Deviation(%) | NA | 5.39 | 12.37 | 10.07 | NA | NA | NA | 8.52 | 4.16 | 20.35 | 4.46 | 5.43 | 3.86 | 9.27 | 7.68 | 4.98 | 5.40 | 3.77 | 5.73 |
| Draw Down(%) | NA | 3.63 | 29.53 | 29.53 | NA | NA | NA | 29.53 | 1.70 | 29.53 | 1.95 | 8.79 | 1.90 | 7.36 | 15.01 | 3.62 | 7.13 | 3.04 | 3.08 |
| Yield(%) | 0.00 | 2.08 | 3.36 | 3.20 | 3.59 | 2.39 | 1.79 | 3.99 | 0.65 | 3.40 | 4.48 | 3.38 | 3.92 | 3.03 | 6.13 | 4.07 | 3.32 | 5.04 | 0.00 |
Data as of 08/05/2021, AR inception is 11/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGTCX (TRANSAMERICA DYNAMIC INCOME C) |
-5.40%
Mar 2017 - Mar 2020 |
-2.93%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGTCX (TRANSAMERICA DYNAMIC INCOME C) |
5.10%
Jan 2016 - Jan 2019 |
3.41%
May 2012 - May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart