Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBDTX (TRANSAMERICA HIGH QUALITY BOND I3) | NA | -2.44% | 0.38% | 1.44% | NA | NA | NA | … | … |
Data as of 12/20/2022, Common starting date is 08/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBDTX (TRANSAMERICA HIGH QUALITY BOND I3) | 08/08/2017 | 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 | -2.44 | 0.38 | 1.44 | NA | NA | NA | … | … | -2.44 | -1.45 | 3.37 | 3.12 | -0.29 | -9.16 |
| Sharpe Ratio | NA | -1.70 | -0.06 | 0.28 | NA | NA | NA | … | … | -1.74 | -1.01 | 0.88 | 0.92 | -1.06 | -1.56 |
| Standard Deviation(%) | NA | 2.19 | 2.49 | 2.07 | NA | NA | NA | … | … | 2.23 | 1.47 | 3.57 | 1.87 | 1.53 | 14.31 |
| Draw Down(%) | NA | 4.50 | 8.30 | 8.30 | NA | NA | NA | … | … | 4.50 | 2.20 | 8.30 | 1.29 | 1.12 | 9.25 |
| Yield(%) | 0.00 | 2.34 | 2.16 | 2.48 | 1.13 | 0.75 | 0.56 | … | … | 1.54 | 2.10 | 2.85 | 3.19 | 2.76 | 0.00 |
Data as of 12/20/2022, Common starting date is 08/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBDTX (TRANSAMERICA HIGH QUALITY BOND I3) |
-0.20%
Oct 2019 – Oct 2022 |
0.95%
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 |
|---|---|---|---|---|
| TBDTX (TRANSAMERICA HIGH QUALITY BOND I3) |
3.38%
Apr 2018 – Apr 2021 |
1.17%
Nov 2017 – Nov 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart