Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAHTX (Transamerica High Yield Bond Class I3) | 3.28% | 7.66% | 6.15% | 4.61% | NA | NA | NA | 4.14% |
Data as of 07/29/2025, AR inception is 03/29/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAHTX (Transamerica High Yield Bond Class I3) | 03/29/2017 | 07/29/2025 |
| 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 (%) | 0.00 | 7.66 | 6.15 | 4.61 | NA | NA | NA | 4.14 | 3.28 | 7.74 | 10.80 | -11.44 | 6.22 | 4.07 | 14.15 | -2.39 | 2.87 |
| Sharpe Ratio | NA | 1.19 | 0.63 | 0.50 | NA | NA | NA | 0.37 | 0.67 | 0.33 | 1.12 | -1.65 | 2.37 | 0.30 | 3.70 | -1.00 | 1.22 |
| Standard Deviation(%) | NA | 3.88 | 5.28 | 5.18 | NA | NA | NA | 6.15 | 4.27 | 3.44 | 5.88 | 7.80 | 2.61 | 12.63 | 3.44 | 3.71 | 2.53 |
| Draw Down(%) | NA | 4.41 | 8.47 | 15.42 | NA | NA | NA | 23.40 | 4.41 | 2.10 | 5.09 | 15.42 | 2.05 | 23.40 | 1.54 | 5.79 | 1.70 |
| Yield(%) | 0.00 | 5.83 | 5.74 | 5.25 | 4.09 | 2.73 | 2.04 | 5.11 | 2.36 | 6.62 | 5.86 | 4.76 | 4.67 | 5.00 | 6.05 | 5.79 | 2.43 |
Data as of 07/29/2025, AR inception is 03/29/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAHTX (Transamerica High Yield Bond Class I3) |
-1.04%
Sep 2019 - Sep 2022 |
1.03%
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 |
|---|---|---|---|---|
| TAHTX (Transamerica High Yield Bond Class I3) |
8.06%
Dec 2018 - Dec 2021 |
6.67%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart