Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITAAX (TRANSAMERICA SHORT-TERM BOND A) | 0.20% | 3.30% | 4.71% | 2.25% | 2.40% | 2.42% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITAAX (TRANSAMERICA SHORT-TERM BOND A) | 11/05/2007 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 3.30 | 4.71 | 2.25 | 2.40 | 2.42 | NA | … | … | 0.20 | 5.49 | 4.77 | 5.33 | -3.65 | 0.02 | 3.29 | 5.12 | 0.58 | 2.19 | 2.97 | 0.32 | 1.53 | 2.21 | 6.55 | 1.84 | 5.75 | 13.86 | -5.54 | -0.70 |
| Sharpe Ratio | NA | 0.67 | 0.83 | -0.11 | 0.36 | NA | NA | … | … | -0.84 | 1.36 | 0.53 | 0.66 | -2.39 | -0.01 | 0.67 | 2.44 | -0.70 | 1.42 | 2.29 | 0.25 | 1.44 | 1.91 | 5.30 | 1.11 | 3.36 | 10.05 | -2.51 | -2.48 |
| Standard Deviation(%) | NA | 1.79 | 2.07 | 2.08 | 2.19 | NA | NA | … | … | 1.82 | 1.92 | 2.17 | 2.57 | 2.13 | 0.93 | 4.53 | 1.50 | 1.16 | 1.08 | 1.21 | 1.16 | 1.05 | 1.14 | 1.24 | 1.63 | 1.68 | 1.37 | 2.58 | 2.74 |
| Draw Down(%) | NA | 1.28 | 1.28 | 6.17 | 10.38 | NA | NA | … | … | 1.28 | 0.90 | 1.09 | 1.27 | 5.44 | 0.86 | 10.38 | 0.58 | 0.53 | 0.39 | 0.60 | 1.03 | 0.52 | 1.22 | 0.58 | 1.70 | 1.05 | 0.29 | 7.67 | 1.30 |
| Yield(%) | 0.00 | 3.66 | 3.89 | 2.91 | 2.54 | 2.63 | 2.55 | … | … | 1.29 | 4.08 | 4.06 | 3.37 | 1.70 | 1.29 | 1.96 | 2.58 | 2.14 | 1.98 | 2.26 | 2.08 | 2.49 | 3.05 | 3.72 | 4.32 | 4.10 | 3.97 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITAAX (TRANSAMERICA SHORT-TERM BOND A) |
-0.55%
Oct 2019 – Oct 2022 |
0.73%
Oct 2017 – Oct 2022 |
1.34%
Oct 2012 – Oct 2022 |
2.38%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITAAX (TRANSAMERICA SHORT-TERM BOND A) |
7.08%
Nov 2008 – Nov 2011 |
6.07%
Nov 2008 – Nov 2013 |
3.74%
Nov 2008 – Nov 2018 |
3.13%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart