Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INCLX (TRANSAMERICA HIGH YIELD BOND C) | 3.42% | 7.33% | 5.69% | 3.63% | 3.33% | 4.49% | 4.86% | 5.69% |
Data as of 07/25/2025, AR inception is 11/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INCLX (TRANSAMERICA HIGH YIELD BOND C) | 11/14/2002 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 7.33 | 5.69 | 3.63 | 3.33 | 4.49 | 4.86 | 5.69 | 3.42 | 6.57 | 9.48 | -12.38 | 4.92 | 2.85 | 12.85 | -3.39 | 5.02 | 13.47 | -5.38 | 2.71 | 5.36 | 16.21 | 3.40 | 11.35 | 55.69 | -25.85 | 0.90 | 9.42 | 2.01 | 5.91 | 19.22 | 1.41 |
| Sharpe Ratio | NA | 0.97 | 0.57 | 0.35 | 0.29 | NA | NA | 0.79 | 0.62 | -0.01 | 0.92 | -1.80 | 1.96 | 0.21 | 3.44 | -1.33 | 1.62 | 2.43 | -1.25 | 0.87 | 1.64 | 4.83 | 0.55 | 2.36 | 7.10 | -2.43 | -0.57 | 3.14 | -0.06 | 1.74 | 6.04 | 1.61 |
| Standard Deviation(%) | NA | 3.74 | 5.19 | 5.07 | 5.94 | NA | NA | 5.52 | 4.28 | 3.24 | 5.72 | 7.68 | 2.49 | 12.51 | 3.33 | 3.54 | 2.72 | 5.46 | 4.32 | 3.09 | 3.25 | 3.38 | 6.14 | 4.78 | 7.82 | 10.97 | 3.71 | 1.97 | 2.71 | 2.85 | 3.07 | 6.95 |
| Draw Down(%) | NA | 4.45 | 8.58 | 16.02 | 23.47 | NA | NA | 34.58 | 4.45 | 2.14 | 5.12 | 16.02 | 2.07 | 23.47 | 1.56 | 5.83 | 2.16 | 5.46 | 9.92 | 4.52 | 5.30 | 3.38 | 10.66 | 5.25 | 8.76 | 33.81 | 6.23 | 2.21 | 4.22 | 5.12 | 4.32 | 1.33 |
| Yield(%) | 0.00 | 5.37 | 4.91 | 4.29 | 4.27 | 5.01 | 5.09 | 5.97 | 2.48 | 5.51 | 4.72 | 3.73 | 3.52 | 3.92 | 4.85 | 4.69 | 4.68 | 5.05 | 4.66 | 5.65 | 6.05 | 6.23 | 5.87 | 6.21 | 10.30 | 6.76 | 5.77 | 6.31 | 5.35 | 4.54 | 6.04 | 0.30 |
Data as of 07/25/2025, AR inception is 11/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INCLX (TRANSAMERICA HIGH YIELD BOND C) |
-8.21%
Nov 2005 - Nov 2008 |
-3.36%
Nov 2003 - Nov 2008 |
2.04%
Oct 2013 - Oct 2023 |
4.18%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INCLX (TRANSAMERICA HIGH YIELD BOND C) |
23.30%
Feb 2009 - Feb 2012 |
18.48%
Nov 2008 - Nov 2013 |
10.36%
Nov 2008 - Nov 2018 |
7.52%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart