Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFLAX (TRANSAMERICA FLOATING RATE A) | 2.34% | 6.88% | 8.21% | 5.82% | 4.06% | NA | NA | 4.19% |
Data as of 07/11/2025, AR inception is 11/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFLAX (TRANSAMERICA FLOATING RATE A) | 11/04/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 6.88 | 8.21 | 5.82 | 4.06 | NA | NA | 4.19 | 2.34 | 8.43 | 10.00 | -1.64 | 3.61 | 1.71 | 6.91 | -0.16 | 3.57 | 7.90 | 1.83 | 1.52 | 0.70 |
| Sharpe Ratio | NA | 1.37 | 1.78 | 1.47 | 0.81 | NA | NA | 0.88 | 0.55 | 0.74 | 1.99 | -0.95 | 3.04 | 0.19 | 2.75 | -0.84 | 2.21 | 4.38 | 1.10 | 0.93 | 5.71 |
| Standard Deviation(%) | NA | 2.68 | 2.73 | 2.56 | 3.28 | NA | NA | 3.08 | 2.68 | 2.50 | 2.91 | 3.20 | 1.18 | 7.94 | 2.00 | 1.76 | 1.33 | 1.76 | 1.63 | 1.61 | 0.80 |
| Draw Down(%) | NA | 2.49 | 2.60 | 5.75 | 17.64 | NA | NA | 17.64 | 2.49 | 0.66 | 1.88 | 5.75 | 0.53 | 17.64 | 1.07 | 3.47 | 0.40 | 0.97 | 2.18 | 1.71 | 0.10 |
| Yield(%) | 0.00 | 7.06 | 7.44 | 5.73 | 4.69 | 3.50 | 2.62 | 4.77 | 2.94 | 8.06 | 8.12 | 4.21 | 2.82 | 3.98 | 5.03 | 4.44 | 3.81 | 4.33 | 3.88 | 3.41 | 0.20 |
Data as of 07/11/2025, AR inception is 11/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFLAX (TRANSAMERICA FLOATING RATE A) |
-1.38%
Mar 2017 - Mar 2020 |
0.81%
Mar 2015 - Mar 2020 |
3.46%
Jan 2014 - Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFLAX (TRANSAMERICA FLOATING RATE A) |
8.13%
Jun 2022 - Jun 2025 |
7.18%
Mar 2020 - Mar 2025 |
4.17%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart