Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAHFX (Transamerica High Yield Bond Class R4) | 2.82% | 6.31% | 5.71% | 4.04% | NA | NA | NA | 3.88% |
Data as of 08/01/2025, AR inception is 03/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAHFX (Transamerica High Yield Bond Class R4) | 03/27/2017 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 6.31 | 5.71 | 4.04 | NA | NA | NA | 3.88 | 2.82 | 7.43 | 10.52 | -11.65 | 5.75 | 3.77 | 13.90 | -2.67 | 3.32 |
| Sharpe Ratio | NA | 0.82 | 0.45 | 0.39 | NA | NA | NA | 0.33 | 0.43 | 0.24 | 1.10 | -1.70 | 2.28 | 0.28 | 3.66 | -1.10 | 1.45 |
| Standard Deviation(%) | NA | 3.86 | 5.19 | 5.10 | NA | NA | NA | 6.10 | 4.29 | 3.42 | 5.77 | 7.69 | 2.51 | 12.59 | 3.41 | 3.63 | 2.52 |
| Draw Down(%) | NA | 4.43 | 8.37 | 15.54 | NA | NA | NA | 23.42 | 4.43 | 2.10 | 5.10 | 15.54 | 2.05 | 23.42 | 1.54 | 5.83 | 1.70 |
| Yield(%) | 0.00 | 5.04 | 5.35 | 4.84 | 3.90 | 2.60 | 1.95 | 4.87 | 2.27 | 6.35 | 5.62 | 4.44 | 4.22 | 4.73 | 5.82 | 5.51 | 2.34 |
Data as of 08/01/2025, AR inception is 03/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAHFX (Transamerica High Yield Bond Class R4) |
-1.39%
Sep 2019 - Sep 2022 |
0.71%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAHFX (Transamerica High Yield Bond Class R4) |
7.77%
Jun 2022 - Jun 2025 |
6.34%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart