Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TUNAX (Transamerica Unconstrained Bond Class A) | 3.68% | 4.79% | 4.78% | NA | NA | NA | NA | 3.96% |
Data as of 08/06/2025, AR inception is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TUNAX (Transamerica Unconstrained Bond Class A) | 10/02/2020 | 08/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 4.79 | 4.78 | NA | NA | NA | NA | 3.96 | 3.68 | 4.97 | 6.54 | -6.72 | 2.05 | 5.82 |
| Sharpe Ratio | NA | 0.30 | 0.37 | NA | NA | NA | NA | 0.24 | 0.91 | 0.38 | 0.86 | -2.67 | 0.27 | 8.61 |
| Standard Deviation(%) | NA | 3.53 | 3.44 | NA | NA | NA | NA | 4.52 | 3.48 | 3.55 | 3.37 | 3.07 | 7.46 | 3.00 |
| Draw Down(%) | NA | 2.85 | 3.66 | NA | NA | NA | NA | 13.30 | 2.85 | 2.17 | 2.84 | 9.32 | 4.92 | 0.60 |
| Yield(%) | 0.00 | 5.51 | 5.15 | 4.94 | 2.47 | 1.65 | 1.23 | 6.17 | 2.24 | 7.30 | 4.72 | 2.80 | 7.91 | 0.82 |
Data as of 08/06/2025, AR inception is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TUNAX (Transamerica Unconstrained Bond Class A) |
0.02%
Nov 2020 - Nov 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TUNAX (Transamerica Unconstrained Bond Class A) |
4.98%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart