Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFXIX (TRANSAMERICA FLEXIBLE INCOME I) | 2.13% | 2.75% | 2.77% | -0.28% | 1.92% | 3.38% | NA | 3.57% |
Data as of 07/17/2025, AR inception is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFXIX (TRANSAMERICA FLEXIBLE INCOME I) | 12/01/2009 | 07/17/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 2.75 | 2.77 | -0.28 | 1.92 | 3.38 | NA | 3.57 | 2.13 | 1.98 | 6.35 | -13.06 | -0.24 | 6.42 | 9.66 | -0.36 | 4.18 | 5.65 | -0.44 | 4.03 | 3.97 | 12.58 | 3.93 | 9.34 | -0.12 |
| Sharpe Ratio | NA | 0.01 | -0.07 | -0.41 | 0.12 | NA | NA | 0.66 | 0.31 | -0.87 | 0.31 | -2.25 | -0.09 | 1.01 | 3.08 | -0.86 | 1.76 | 2.63 | -0.25 | 2.80 | 1.64 | 7.94 | 1.42 | 2.89 | -0.34 |
| Standard Deviation(%) | NA | 4.95 | 6.08 | 5.35 | 4.45 | NA | NA | 3.84 | 5.12 | 5.30 | 6.75 | 6.45 | 3.11 | 6.13 | 2.68 | 1.96 | 2.02 | 2.07 | 1.87 | 1.43 | 2.40 | 1.59 | 2.75 | 3.20 | 4.20 |
| Draw Down(%) | NA | 4.24 | 8.63 | 17.89 | 17.89 | NA | NA | 17.89 | 2.96 | 3.64 | 7.07 | 16.77 | 3.20 | 12.01 | 1.58 | 1.31 | 0.97 | 2.04 | 2.66 | 0.99 | 4.14 | 0.90 | 4.76 | 2.94 | 0.94 |
| Yield(%) | 0.00 | 3.70 | 3.79 | 2.98 | 3.37 | 4.07 | 3.15 | 4.20 | 1.50 | 4.41 | 4.02 | 2.87 | 2.52 | 2.81 | 3.69 | 3.94 | 4.07 | 3.69 | 3.54 | 3.14 | 4.64 | 5.46 | 5.87 | 3.45 | 0.00 |
Data as of 07/17/2025, AR inception is 12/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFXIX (TRANSAMERICA FLEXIBLE INCOME I) |
-4.58%
Oct 2020 - Oct 2023 |
-0.43%
Oct 2017 - Oct 2022 |
1.21%
Oct 2013 - Oct 2023 |
3.32%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFXIX (TRANSAMERICA FLEXIBLE INCOME I) |
9.07%
May 2010 - May 2013 |
6.77%
May 2010 - May 2015 |
5.30%
Feb 2010 - Feb 2020 |
3.52%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart