Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFLCX (TRANSAMERICA FLOATING RATE C) | 1.60% | 5.52% | 7.08% | 4.81% | 3.23% | NA | NA | 3.33% |
Data as of 07/18/2025, AR inception is 11/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFLCX (TRANSAMERICA FLOATING RATE C) | 11/04/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.52 | 7.08 | 4.81 | 3.23 | NA | NA | 3.33 | 1.60 | 7.54 | 9.30 | -2.40 | 2.84 | 0.83 | 6.10 | -0.81 | 2.70 | 7.15 | 1.01 | 0.80 | 0.64 |
| Sharpe Ratio | NA | 0.94 | 1.43 | 1.12 | 0.56 | NA | NA | 0.64 | -0.03 | 0.40 | 1.82 | -1.22 | 2.84 | 0.07 | 2.42 | -1.39 | 1.89 | 4.42 | 0.68 | 0.54 | 6.68 |
| Standard Deviation(%) | NA | 2.48 | 2.60 | 2.44 | 3.20 | NA | NA | 3.00 | 2.46 | 2.36 | 2.79 | 3.11 | 0.99 | 7.96 | 1.94 | 1.53 | 1.10 | 1.57 | 1.43 | 1.46 | 0.63 |
| Draw Down(%) | NA | 2.64 | 2.77 | 6.01 | 17.70 | NA | NA | 17.70 | 2.64 | 0.77 | 1.98 | 6.01 | 0.53 | 17.70 | 1.17 | 3.57 | 0.40 | 1.05 | 2.33 | 1.76 | 0.00 |
| Yield(%) | 0.00 | 5.85 | 6.49 | 4.84 | 3.93 | 2.91 | 2.18 | 3.97 | 2.12 | 7.31 | 7.37 | 3.48 | 2.07 | 3.26 | 4.25 | 3.69 | 3.07 | 3.52 | 3.07 | 2.70 | 0.14 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| TFLCX (TRANSAMERICA FLOATING RATE C) |
-2.13%
Mar 2017 - Mar 2020 |
0.04%
Mar 2015 - Mar 2020 |
2.67%
Jan 2014 - Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFLCX (TRANSAMERICA FLOATING RATE C) |
7.16%
Jun 2022 - Jun 2025 |
6.41%
Mar 2020 - Mar 2025 |
3.38%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart