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Performance Comparison
Comparison Box

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%
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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%
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Annualized Rolling Returns Comparison Chart