Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TABEX (Transamerica Core Bond) | 2.08% | 2.21% | NA | NA | NA | NA | NA | 6.39% |
Data as of 07/11/2025, AR inception is 08/04/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TABEX (Transamerica Core Bond) | 08/04/2023 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 2.21 | NA | NA | NA | NA | NA | 6.39 | 2.08 | 0.43 | 3.78 |
| Sharpe Ratio | NA | -0.19 | NA | NA | NA | NA | NA | -0.04 | 0.18 | -0.56 | 0.83 |
| Standard Deviation(%) | NA | 5.12 | NA | NA | NA | NA | NA | 5.86 | 5.24 | 5.69 | 6.96 |
| Draw Down(%) | NA | 5.03 | NA | NA | NA | NA | NA | 5.23 | 3.00 | 4.29 | 5.23 |
| Yield(%) | 0.00 | 3.00 | 2.02 | 1.21 | 0.61 | 0.40 | 0.30 | 6.07 | 1.36 | 3.30 | 1.36 |
Data as of 07/11/2025, 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 |
|---|---|---|---|---|
| TABEX (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 |
|---|---|---|---|---|
| TABEX (Transamerica Core Bond) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart