Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TASHX (Transamerica Strategic High Income A Shs) | 6.43% | 11.50% | 10.86% | 10.51% | 8.06% | NA | NA | 8.05% |
Data as of 07/11/2025, AR inception is 03/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TASHX (Transamerica Strategic High Income A Shs) | 03/11/2014 | 07/11/2025 |
| 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 11.50 | 10.86 | 10.51 | 8.06 | NA | NA | 8.05 | 6.43 | 14.31 | 10.01 | -10.45 | 17.54 | 11.34 | 20.13 | -3.78 | 13.30 | 9.11 | -0.81 | 5.40 |
| Sharpe Ratio | NA | 0.98 | 0.87 | 0.93 | 0.67 | NA | NA | 0.68 | 0.99 | 1.72 | 0.83 | -0.94 | 2.42 | 0.54 | 3.05 | -0.64 | 3.21 | 1.22 | -0.11 | 1.18 |
| Standard Deviation(%) | NA | 8.48 | 8.67 | 9.03 | 10.00 | NA | NA | 9.61 | 9.79 | 6.23 | 7.71 | 12.74 | 7.24 | 20.63 | 6.11 | 8.11 | 3.96 | 7.31 | 7.72 | 5.67 |
| Draw Down(%) | NA | 8.54 | 11.25 | 16.68 | 28.01 | NA | NA | 28.01 | 8.54 | 3.58 | 6.81 | 16.68 | 2.68 | 28.01 | 3.57 | 10.38 | 1.51 | 6.72 | 6.79 | 5.24 |
| Yield(%) | 0.00 | 3.25 | 3.90 | 4.41 | 4.39 | 3.38 | 2.53 | 4.61 | 1.45 | 3.67 | 4.11 | 3.16 | 4.54 | 3.48 | 3.76 | 4.41 | 4.17 | 3.30 | 4.06 | 3.89 |
Data as of 07/11/2025, AR inception is 03/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TASHX (Transamerica Strategic High Income A Shs) |
1.06%
Mar 2017 - Mar 2020 |
2.74%
Mar 2015 - Mar 2020 |
6.84%
Apr 2014 - Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TASHX (Transamerica Strategic High Income A Shs) |
16.28%
Dec 2018 - Dec 2021 |
12.42%
Mar 2020 - Mar 2025 |
8.07%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart