Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TCSHX (Transamerica Strategic High Income C Shs) | 6.42% | 10.71% | 10.21% | 9.43% | 7.28% | NA | NA | 7.28% |
Data as of 07/18/2025, AR inception is 03/11/2014
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TCSHX (Transamerica Strategic High Income C Shs) | 03/11/2014 | 07/18/2025 |
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 (%) | 0.33 | 10.71 | 10.21 | 9.43 | 7.28 | NA | NA | 7.28 | 6.42 | 13.56 | 9.26 | -11.11 | 16.76 | 10.39 | 19.26 | -4.41 | 12.50 | 8.35 | -1.56 | 4.72 |
Sharpe Ratio | NA | 0.88 | 0.79 | 0.82 | 0.58 | NA | NA | 0.60 | 0.94 | 1.58 | 0.73 | -0.99 | 2.34 | 0.49 | 2.90 | -0.71 | 3.05 | 1.11 | -0.20 | 1.03 |
Standard Deviation(%) | NA | 8.53 | 8.66 | 9.02 | 10.03 | NA | NA | 9.63 | 9.72 | 6.28 | 7.72 | 12.71 | 7.16 | 20.73 | 6.12 | 8.17 | 3.91 | 7.30 | 7.78 | 5.66 |
Draw Down(%) | NA | 8.68 | 11.34 | 17.12 | 28.06 | NA | NA | 28.06 | 8.68 | 3.65 | 6.93 | 17.12 | 2.67 | 28.06 | 3.58 | 10.59 | 1.52 | 6.74 | 7.13 | 5.32 |
Yield(%) | 0.00 | 2.58 | 3.15 | 3.50 | 3.56 | 2.76 | 2.07 | 3.76 | 1.16 | 2.92 | 3.39 | 2.49 | 3.75 | 2.81 | 3.00 | 3.70 | 3.39 | 2.66 | 3.51 | 3.32 |
Data as of 07/18/2025, 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 |
---|---|---|---|---|
TCSHX (Transamerica Strategic High Income C Shs) |
0.32%
Mar 2017 - Mar 2020 |
1.97%
Mar 2015 - Mar 2020 |
6.07%
Apr 2014 - Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TCSHX (Transamerica Strategic High Income C Shs) |
15.41%
Dec 2018 - Dec 2021 |
11.62%
Mar 2020 - Mar 2025 |
7.30%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart