Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBDFX (Transamerica High Quality Bond Class R4) | NA | -2.59% | 0.22% | 1.25% | NA | NA | NA | … | … |
Data as of 12/20/2022, Common starting date is 05/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBDFX (Transamerica High Quality Bond Class R4) | 05/18/2017 | 12/20/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.59 | 0.22 | 1.25 | NA | NA | NA | … | … | -2.54 | -1.50 | 3.18 | 3.03 | -0.44 | 0.22 |
| Sharpe Ratio | NA | -1.70 | -0.12 | 0.19 | NA | NA | NA | … | … | -1.70 | -1.13 | 0.83 | 0.91 | -1.21 | -0.49 |
| Standard Deviation(%) | NA | 2.29 | 2.50 | 2.08 | NA | NA | NA | … | … | 2.33 | 1.35 | 3.55 | 1.78 | 1.46 | 0.79 |
| Draw Down(%) | NA | 4.73 | 8.21 | 8.21 | NA | NA | NA | … | … | 4.68 | 2.10 | 8.21 | 1.29 | 1.12 | 0.39 |
| Yield(%) | 0.00 | 2.20 | 2.01 | 2.38 | 1.25 | 0.83 | 0.62 | … | … | 1.46 | 1.90 | 2.67 | 3.00 | 2.48 | 1.12 |
Data as of 12/20/2022, Common starting date is 05/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBDFX (Transamerica High Quality Bond Class R4) |
-0.44%
Oct 2019 – Oct 2022 |
0.81%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBDFX (Transamerica High Quality Bond Class R4) |
3.20%
Apr 2018 – Apr 2021 |
1.12%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart