Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INCLX (TRANSAMERICA HIGH YIELD BOND C) | 0.13% | 5.78% | 6.87% | 2.38% | 3.87% | 4.00% | 4.94% | … | … |
Data as of 06/03/2026, Common starting date is 11/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INCLX (TRANSAMERICA HIGH YIELD BOND C) | 11/14/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -0.25 | 5.78 | 6.87 | 2.38 | 3.87 | 4.00 | 4.94 | … | … | 0.13 | 7.52 | 6.54 | 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 | 1.27 | 1.09 | -0.01 | 0.40 | NA | NA | … | … | -0.34 | 1.23 | 0.91 | 1.03 | -1.80 | 1.96 | 0.21 | 3.42 | -1.35 | 1.61 | 2.43 | -1.25 | 0.87 | 1.64 | 4.82 | 0.55 | 2.36 | 7.10 | -2.44 | -0.61 | 3.06 | -0.09 | 1.73 | 6.03 | 1.61 |
| Standard Deviation(%) | NA | 3.28 | 3.90 | 5.04 | 5.73 | NA | NA | … | … | 3.75 | 3.77 | 3.22 | 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 | 2.71 | 4.45 | 16.02 | 23.47 | NA | NA | … | … | 2.71 | 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 | 5.42 | 5.55 | 4.32 | 4.57 | 4.70 | 5.22 | … | … | 1.95 | 5.89 | 5.48 | 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 06/03/2026, Common starting date 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 |
4.00%
May 2011 – May 2026 |
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