Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TPRRX (Transamerica Inflation-Protected Sec Cl) | NA | 5.89% | -0.77% | 2.80% | NA | NA | NA | … | … |
Data as of 01/05/2024, Common starting date is 04/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPRRX (Transamerica Inflation-Protected Sec Cl) | 04/27/2017 | 01/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.94 | 5.89 | -0.77 | 2.80 | NA | NA | NA | … | … | -0.94 | 7.12 | -11.65 | 4.21 | 9.18 | 7.98 | -1.55 | 0.74 |
| Sharpe Ratio | NA | 0.20 | -0.40 | 0.22 | NA | NA | NA | … | … | -13.15 | 0.37 | -1.76 | 1.13 | 1.36 | 1.86 | -0.98 | 0.12 |
| Standard Deviation(%) | NA | 7.80 | 6.59 | 6.09 | NA | NA | NA | … | … | 3.69 | 7.80 | 7.44 | 3.72 | 6.55 | 3.53 | 2.92 | 3.12 |
| Draw Down(%) | NA | 5.79 | 14.46 | 14.46 | NA | NA | NA | … | … | 0.94 | 5.79 | 13.93 | 2.53 | 9.98 | 2.22 | 2.88 | 1.79 |
| Yield(%) | 0.00 | 2.62 | 3.91 | 3.21 | 1.87 | 1.24 | 0.93 | … | … | 0.00 | 2.62 | 5.77 | 3.78 | 1.02 | 1.50 | 3.14 | 0.04 |
Data as of 01/05/2024, Common starting date is 04/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPRRX (Transamerica Inflation-Protected Sec Cl) |
-2.37%
Oct 2020 – Oct 2023 |
1.13%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPRRX (Transamerica Inflation-Protected Sec Cl) |
7.24%
Nov 2018 – Nov 2021 |
3.06%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart