Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TPRTX (TRANSAMERICA INFLATION-PROTECTED SECURITIES I3) | NA | 7.69% | 0.13% | 3.59% | NA | NA | NA | … | … |
Data as of 01/05/2024, Common starting date is 08/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPRTX (TRANSAMERICA INFLATION-PROTECTED SECURITIES I3) | 08/08/2017 | 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 (%) | -0.83 | 7.69 | 0.13 | 3.59 | NA | NA | NA | … | … | -0.83 | 8.95 | -11.30 | 4.76 | 9.69 | 8.76 | -3.60 | 0.30 |
| Sharpe Ratio | NA | 0.27 | -0.20 | 0.29 | NA | NA | NA | … | … | -12.49 | 0.38 | -1.74 | 1.27 | 1.43 | 2.08 | -1.50 | 0.00 |
| Standard Deviation(%) | NA | 12.49 | 8.63 | 7.47 | NA | NA | NA | … | … | 3.55 | 12.51 | 7.34 | 3.72 | 6.57 | 3.54 | 3.27 | 3.04 |
| Draw Down(%) | NA | 6.55 | 13.94 | 13.94 | NA | NA | NA | … | … | 0.83 | 6.55 | 13.53 | 2.53 | 9.99 | 2.03 | 4.67 | 1.59 |
| Yield(%) | 0.00 | 3.06 | 4.36 | 3.73 | 1.92 | 1.28 | 0.96 | … | … | 0.00 | 3.06 | 6.24 | 4.30 | 1.40 | 2.14 | 1.28 | 0.00 |
Data as of 01/05/2024, Common starting date is 08/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPRTX (TRANSAMERICA INFLATION-PROTECTED SECURITIES I3) |
-1.86%
Oct 2020 – Oct 2023 |
1.11%
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 |
|---|---|---|---|---|
| TPRTX (TRANSAMERICA INFLATION-PROTECTED SECURITIES I3) |
7.84%
Nov 2018 – Nov 2021 |
3.85%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart