Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAAUX (Transam Short-Term Bond R4) | 2.11% | 4.62% | NA | NA | NA | NA | NA | 6.38% |
Data as of 07/25/2025, AR inception is 12/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAAUX (Transam Short-Term Bond R4) | 12/12/2022 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.62 | NA | NA | NA | NA | NA | 6.38 | 2.11 | 4.96 | 5.41 | 0.16 |
| Sharpe Ratio | NA | 0.69 | NA | NA | NA | NA | NA | 0.59 | 0.37 | 0.62 | 0.69 | 0.01 |
| Standard Deviation(%) | NA | 2.10 | NA | NA | NA | NA | NA | 2.29 | 2.00 | 2.18 | 2.56 | 1.78 |
| Draw Down(%) | NA | 1.09 | NA | NA | NA | NA | NA | 1.26 | 0.90 | 1.09 | 1.26 | 0.31 |
| Yield(%) | 0.00 | 3.53 | 3.09 | 1.86 | 0.93 | 0.62 | 0.46 | 4.64 | 1.39 | 4.16 | 3.46 | 0.16 |
Data as of 07/25/2025, AR inception is 12/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAUX (Transam Short-Term Bond R4) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAUX (Transam Short-Term Bond R4) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart