Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ITACX (TRANSAMERICA SHORT-TERM BOND C) | 1.83% | 3.77% | 3.40% | 1.34% | 1.43% | 1.73% | NA | 2.04% |
Data as of 07/16/2025, AR inception is 11/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITACX (TRANSAMERICA SHORT-TERM BOND C) | 11/07/2007 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.77 | 3.40 | 1.34 | 1.43 | 1.73 | NA | 2.04 | 1.83 | 3.77 | 4.52 | -4.41 | -0.78 | 2.47 | 4.29 | 0.00 | 1.41 | 2.16 | -0.45 | 0.70 | 1.43 | 5.76 | 1.08 | 4.96 | 13.38 | -5.64 | -0.70 |
| Sharpe Ratio | NA | 0.34 | 0.01 | -0.37 | 0.00 | NA | NA | 0.57 | 0.26 | -1.36 | 0.11 | -2.87 | -0.92 | 0.49 | 2.10 | -1.31 | 0.83 | 1.79 | -0.46 | 0.77 | 1.39 | 5.23 | 0.71 | 3.15 | 9.56 | -2.60 | -2.67 |
| Standard Deviation(%) | NA | 1.96 | 2.21 | 1.89 | 2.09 | NA | NA | 1.87 | 1.87 | 2.07 | 2.50 | 2.02 | 0.87 | 4.53 | 1.37 | 1.01 | 0.95 | 1.10 | 1.03 | 0.89 | 1.00 | 1.10 | 1.48 | 1.55 | 1.39 | 2.51 | 2.55 |
| Draw Down(%) | NA | 1.09 | 2.53 | 7.15 | 10.40 | NA | NA | 10.40 | 0.80 | 1.09 | 1.33 | 6.01 | 1.23 | 10.40 | 0.58 | 0.66 | 0.40 | 0.77 | 1.40 | 0.66 | 1.34 | 0.58 | 1.82 | 1.05 | 0.31 | 7.68 | 1.30 |
| Yield(%) | 0.00 | 2.81 | 2.58 | 1.72 | 1.59 | 1.91 | 1.73 | 2.04 | 1.11 | 3.28 | 2.60 | 0.95 | 0.48 | 1.17 | 1.77 | 1.57 | 1.21 | 1.46 | 1.32 | 1.67 | 2.28 | 2.95 | 3.58 | 3.34 | 3.61 | 0.00 | 0.00 |
Data as of 07/16/2025, AR inception is 11/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITACX (TRANSAMERICA SHORT-TERM BOND C) |
-1.30%
Oct 2019 - Oct 2022 |
0.00%
Oct 2017 - Oct 2022 |
0.57%
Oct 2012 - Oct 2022 |
1.67%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITACX (TRANSAMERICA SHORT-TERM BOND C) |
6.45%
Nov 2008 - Nov 2011 |
5.39%
Nov 2008 - Nov 2013 |
3.02%
Nov 2008 - Nov 2018 |
2.36%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart