Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TMBTX (Transamerica Intermediate Bond Class I3) -0.01% 4.45% 4.02% 0.16% NA NA NA
Data as of 06/04/2026, Common starting date is 03/29/2017
More Performance Analytics Comparison
Name Start Date End Date
TMBTX (Transamerica Intermediate Bond Class I3) 03/29/2017 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.00 4.45 4.02 0.16 NA NA NA -0.01 7.10 1.42 5.94 -13.14 -0.94 7.67 8.98 -0.63 2.23
Sharpe Ratio NA 0.69 0.23 -0.40 NA NA NA -0.51 0.94 -0.40 0.32 -2.05 -0.29 1.36 2.19 -0.71 0.85
Standard Deviation(%) NA 4.01 5.44 5.80 NA NA NA 4.39 4.51 5.55 7.11 7.15 3.34 5.42 3.44 2.83 2.61
Draw Down(%) NA 2.95 6.03 17.64 NA NA NA 2.95 2.88 4.12 7.21 16.72 3.66 8.17 2.07 3.05 1.26
Yield(%) 0.00 3.93 4.17 3.38 3.08 2.05 1.54 1.37 4.36 4.37 4.11 2.47 3.37 5.75 2.91 2.77 1.04
Data as of 06/04/2026, Common starting date is 03/29/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMBTX (Transamerica Intermediate Bond Class I3) -5.16%
Oct 2020 – Oct 2023
-0.77%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMBTX (Transamerica Intermediate Bond Class I3) 5.82%
Jul 2018 – Jul 2021
1.35%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return