Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IHIYX (TRANSAMERICA HIGH YIELD BOND A) | 3.05% | 7.59% | 6.99% | 4.53% | 3.91% | 5.29% | 5.58% | 7.00% |
Data as of 07/15/2025, AR inception is 06/27/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHIYX (TRANSAMERICA HIGH YIELD BOND A) | 06/27/1985 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 7.59 | 6.99 | 4.53 | 3.91 | 5.29 | 5.58 | 7.00 | 3.05 | 6.54 | 10.08 | -11.78 | 5.67 | 3.57 | 13.59 | -2.74 | 6.92 | 14.20 | -4.64 | 3.45 | 6.23 | 17.01 | 3.92 | 12.10 | 56.44 | -25.29 | 1.67 | 10.10 | 2.81 | 6.59 | 20.13 | -1.11 | 4.38 | 4.15 | -0.34 | 4.33 | 11.60 | 9.40 | 18.49 | -5.05 | 11.90 | 10.77 | 21.84 | 2.13 | 13.07 | 10.81 | 1.22 | 12.35 | 13.98 |
| Sharpe Ratio | NA | 1.28 | 0.72 | 0.52 | 0.42 | NA | NA | 0.95 | 0.76 | -0.02 | 1.03 | -1.70 | 2.17 | 0.27 | 3.61 | -1.11 | 2.21 | 2.55 | -1.08 | 1.11 | 1.91 | 4.97 | 0.64 | 2.45 | 7.23 | -2.38 | -0.36 | 3.33 | 0.23 | 2.00 | 6.48 | -0.48 | 0.43 | 0.02 | -0.98 | 0.24 | 2.55 | 1.53 | 4.29 | -1.73 | 3.30 | 2.97 | 6.87 | -0.90 | 2.20 | 1.50 | -0.45 | 1.66 | 3.53 |
| Standard Deviation(%) | NA | 3.86 | 5.25 | 5.14 | 6.00 | NA | NA | 4.97 | 4.46 | 3.26 | 5.71 | 7.79 | 2.60 | 12.53 | 3.37 | 3.68 | 2.85 | 5.48 | 4.34 | 3.10 | 3.25 | 3.44 | 6.13 | 4.89 | 7.80 | 10.96 | 3.64 | 2.06 | 2.78 | 2.83 | 3.00 | 4.60 | 4.82 | 3.28 | 3.64 | 4.23 | 3.16 | 3.84 | 3.42 | 4.64 | 2.96 | 2.80 | 2.62 | 3.47 | 3.34 | 4.07 | 6.26 | 4.91 | 6.92 |
| Draw Down(%) | NA | 4.52 | 8.49 | 15.64 | 23.44 | NA | NA | 34.01 | 4.52 | 2.01 | 5.07 | 15.64 | 2.07 | 23.44 | 1.66 | 5.64 | 2.25 | 5.49 | 9.45 | 4.17 | 5.17 | 3.28 | 10.48 | 5.30 | 8.69 | 33.43 | 6.15 | 2.21 | 4.03 | 4.87 | 4.26 | 8.46 | 4.32 | 3.52 | 3.73 | 3.71 | 2.06 | 3.06 | 1.72 | 7.16 | 2.02 | 2.08 | 0.86 | 3.71 | 1.51 | 1.50 | 7.64 | 2.31 | 0.01 |
| Yield(%) | 0.00 | 5.99 | 5.69 | 5.04 | 4.85 | 5.81 | 5.78 | 6.96 | 2.74 | 6.18 | 5.40 | 4.38 | 4.25 | 4.60 | 5.58 | 5.41 | 5.38 | 5.76 | 5.37 | 6.37 | 6.77 | 6.99 | 6.37 | 6.79 | 11.04 | 7.34 | 6.41 | 6.94 | 6.12 | 5.18 | 6.74 | 7.52 | 6.88 | 7.62 | 6.85 | 8.11 | 9.50 | 7.84 | 7.75 | 7.19 | 7.65 | 8.83 | 10.51 | 10.42 | 10.55 | 10.46 | 9.98 | 9.92 | 5.45 |
Data as of 07/15/2025, AR inception is 06/27/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHIYX (TRANSAMERICA HIGH YIELD BOND A) |
-7.64%
Nov 2005 - Nov 2008 |
-2.68%
Nov 2003 - Nov 2008 |
1.02%
Nov 1998 - Nov 2008 |
3.04%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHIYX (TRANSAMERICA HIGH YIELD BOND A) |
23.99%
Feb 2009 - Feb 2012 |
19.27%
Nov 2008 - Nov 2013 |
11.25%
Nov 2008 - Nov 2018 |
8.89%
Jul 1985 - Jul 2000 |
Annualized Rolling Returns Comparison Chart