Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TABDX (Transamerica Core Bond) | 2.27% | 2.60% | NA | NA | NA | NA | NA | 7.76% |
Data as of 07/16/2025, AR inception is 08/04/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TABDX (Transamerica Core Bond) | 08/04/2023 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 2.60 | NA | NA | NA | NA | NA | 7.76 | 2.27 | 1.12 | 4.20 |
| Sharpe Ratio | NA | -0.05 | NA | NA | NA | NA | NA | 0.10 | 0.35 | -0.44 | 0.97 |
| Standard Deviation(%) | NA | 5.09 | NA | NA | NA | NA | NA | 5.88 | 5.23 | 5.65 | 7.11 |
| Draw Down(%) | NA | 4.87 | NA | NA | NA | NA | NA | 5.22 | 2.88 | 4.09 | 5.22 |
| Yield(%) | 0.00 | 3.72 | 2.50 | 1.50 | 0.75 | 0.50 | 0.37 | 7.49 | 1.67 | 4.09 | 1.66 |
Data as of 07/16/2025, AR inception is 08/04/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TABDX (Transamerica Core Bond) |
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 |
|---|---|---|---|---|
| TABDX (Transamerica Core Bond) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart