Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TUNIX (Transamerica Unconstrained Bond Cl I) | 3.10% | 3.96% | 4.71% | 3.37% | 3.29% | NA | NA | 3.54% |
Data as of 08/01/2025, AR inception is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TUNIX (Transamerica Unconstrained Bond Cl I) | 01/05/2015 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 3.96 | 4.71 | 3.37 | 3.29 | NA | NA | 3.54 | 3.10 | 5.34 | 6.79 | -6.41 | 2.28 | 7.55 | 8.44 | -3.39 | 6.11 | 7.53 | -0.76 |
| Sharpe Ratio | NA | 0.61 | 0.45 | 0.41 | 0.52 | NA | NA | 0.58 | 0.53 | 0.48 | 0.91 | -2.51 | 1.23 | 1.06 | 3.74 | -2.28 | 3.06 | 1.93 | -0.42 |
| Standard Deviation(%) | NA | 3.73 | 3.52 | 3.15 | 3.48 | NA | NA | 3.41 | 3.59 | 3.61 | 3.47 | 3.14 | 1.83 | 6.86 | 1.86 | 2.10 | 1.79 | 3.79 | 1.91 |
| Draw Down(%) | NA | 2.82 | 3.72 | 9.50 | 14.30 | NA | NA | 14.30 | 2.82 | 2.12 | 2.79 | 9.16 | 1.50 | 14.30 | 0.91 | 4.45 | 0.98 | 5.02 | 4.32 |
| Yield(%) | 0.00 | 5.27 | 5.22 | 5.24 | 4.31 | 3.01 | 2.26 | 4.52 | 1.91 | 7.54 | 4.94 | 3.02 | 8.44 | 3.35 | 4.03 | 3.84 | 2.63 | 3.91 | 3.32 |
Data as of 08/01/2025, AR inception is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TUNIX (Transamerica Unconstrained Bond Cl I) |
-0.94%
Mar 2017 - Mar 2020 |
1.07%
Mar 2015 - Mar 2020 |
3.09%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TUNIX (Transamerica Unconstrained Bond Cl I) |
6.05%
Dec 2018 - Dec 2021 |
6.04%
Feb 2016 - Feb 2021 |
3.29%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart