TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX)

Basic Info

TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON started on 07/09/1996
TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON is classified as asset class Intermediate-Term Bond
TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON expense ratio is 1.12%
TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON rating is
Not Rated

TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) Dividend Info

TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) dividend growth in the last 12 months is -37.99%

The trailing 12-month yield of TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON is 1.49%. its dividend history:

DateDividend
05/17/2017 0.028
03/29/2017 0.052
12/15/2016 0.093
09/19/2016 0.059
06/20/2016 0.052
03/22/2016 0.05
03/21/2016 0.05
12/16/2015 0.068
09/14/2015 0.049
06/15/2015 0.047
03/16/2015 0.044
12/17/2014 0.091
09/22/2014 0.054
06/23/2014 0.072
03/17/2014 0.06
12/18/2013 0.127
09/16/2013 0.05
06/17/2013 0.035
03/18/2013 0.117
12/17/2012 0.13
09/17/2012 0.064
06/18/2012 0.086
03/19/2012 0.1
12/19/2011 0.03
09/19/2011 0.082
06/20/2011 0.102
03/21/2011 0.116
12/20/2010 0.027
09/20/2010 0.107
06/21/2010 0.122
03/22/2010 0.068
12/21/2009 0.099
09/14/2009 0.139
06/22/2009 0.085
03/23/2009 0.086
12/22/2008 0.139
09/08/2008 0.148
06/23/2008 0.131
03/24/2008 0.1
12/21/2007 0.152
09/13/2007 0.108
06/18/2007 0.107
03/19/2007 0.089
12/26/2006 0.22
09/11/2006 0.114
06/19/2006 0.091
03/27/2006 0.082
12/27/2005 0.196
09/12/2005 0.09
06/21/2005 0.092
03/09/2005 0.059
12/22/2004 0.224
09/10/2004 0.079
06/16/2004 0.07
03/18/2004 0.065
12/22/2003 0.28
09/15/2003 0.071
06/18/2003 0.076
03/20/2003 0.07
12/18/2002 0.165
09/06/2002 0.09
06/26/2002 0.028
03/22/2002 0.086
12/20/2001 0.195
09/07/2001 0.099
06/20/2001 0.114
03/28/2001 0.126
12/20/2000 0.204
09/15/2000 0.131
06/21/2000 0.242
12/20/1999 0.476
07/27/1999 0.04
12/21/1998 0.46
12/19/1997 0.537
12/20/1996 0.203

Dividend Growth History for TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2017
2017 $0.08 0.70% -73.68% -
2016 $0.304 2.72% 46.15% -73.68%
2015 $0.208 1.80% -24.91% -37.98%
2014 $0.277 2.43% -15.81% -33.90%
2013 $0.329 2.84% -13.42% -29.78%
2012 $0.38 3.43% 15.15% -26.77%
2011 $0.33 3.02% 1.85% -21.04%
2010 $0.324 3.12% -20.78% -18.11%
2009 $0.409 4.41% -21.04% -18.45%
2008 $0.518 4.80% 13.60% -18.74%
2007 $0.456 4.26% -10.06% -15.97%
2006 $0.507 4.74% 16.02% -15.45%
2005 $0.437 4.02% -0.23% -13.19%
2004 $0.438 4.04% -11.87% -12.26%
2003 $0.497 4.66% 34.69% -12.23%
2002 $0.369 3.46% -30.90% -9.69%
2001 $0.534 4.97% -7.45% -11.19%
2000 $0.577 5.49% 11.82% -10.97%
1999 $0.516 4.73% 12.17% -9.84%
1998 $0.46 4.29% -14.34% -8.80%
1997 $0.537 5.21% 164.53% -9.08%
1996 $0.203 2.03% - -4.34%

Dividend Growth Chart for TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX)

TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) Historical Returns And Risk Info

From 07/10/1996 to 10/31/2017, the compound annualized total return (dividend reinvested) of TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) is 4.547%. Its cumulative total return (dividend reinvested) is 157.729%.

From 07/10/1996 to 10/31/2017, the Maximum Drawdown of TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) is 18.7%.

From 07/10/1996 to 10/31/2017, the Sharpe Ratio of TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) is 0.16.

From 07/10/1996 to 10/31/2017, the Annualized Standard Deviation of TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) is 7.0%.

From 07/10/1996 to 10/31/2017, the Beta of TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) is 0.34.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
07/10/1996		 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return(%) 0.0 1.8 2.0 2.4 3.8 4.2 4.2 4.5 2.5 4.6 -1.0 3.7 1.4 7.9 4.6 8.3 16.6 -9.4 5.1 5.0 2.3 4.2 6.6 2.9 5.2 7.0 1.4 6.5 8.6 5.2
Sharpe Ratio NA 0.46 0.65 0.81 0.35 NA NA 0.16 0.87 1.67 -0.38 1.86 0.4 3.5 0.16 2.74 3.82 -1.64 0.91 0.76 0.06 1.23 2.28 0.73 1.03 1.22 -0.25 1.42 -17.15 2.69
Draw Down(%) NA 2.1 4.4 4.5 18.7 NA NA 18.7 2.1 2.1 3.6 1.5 4.5 1.0 18.7 2.3 4.7 16.8 1.5 1.1 1.6 3.3 3.2 2.7 1.7 1.3 4.5 1.4 2.5 1.1
Standard Deviation(%) NA 2.7 2.6 2.7 10.2 NA NA 7.0 2.7 2.6 2.7 2.0 3.4 2.2 28.5 3.0 4.3 6.3 2.3 2.3 2.1 2.6 2.6 2.5 2.8 2.4 7.0 2.2 2.7 2.8
Treynor Ratio NA 0.03 0.04 0.05 0.09 NA NA 0.03 0.07 0.1 -0.03 0.1 0.02 0.28 0.12 0.27 0.47 -0.29 0.08 0.04 0.0 0.08 0.19 0.12 0.09 0.11 -0.05 0.14 -1.09 0.18
Alpha NA 0.0 0.0 0.0 0.0 NA NA 0.0 0.0 0.01 -0.01 0.01 0.01 0.02 0.02 0.02 0.04 -0.03 0.0 0.0 0.0 0.01 0.02 0.0 0.0 0.0 0.0 0.01 -0.1 0.01
Beta NA 0.38 0.38 0.44 0.37 NA NA 0.34 0.33 0.43 0.39 0.37 0.63 0.28 0.38 0.3 0.35 0.35 0.26 0.42 0.35 0.42 0.3 0.16 0.34 0.28 0.33 0.22 0.43 0.43
RSquare NA 0.2 0.28 0.32 0.04 NA NA 0.06 0.12 0.35 0.38 0.32 0.46 0.15 0.0 0.27 0.32 0.19 0.28 0.43 0.4 0.57 0.37 0.11 0.55 0.31 0.06 0.3 0.48 0.6
Yield(%) N/A 1.5 2.0 2.3 3.0 3.6 3.8 N/A 0.7 2.7 1.8 2.4 2.9 3.4 3.0 3.2 4.4 4.8 4.3 4.7 4.1 4.0 4.7 3.5 5.0 5.4 4.8 4.3 5.2 2.0
Dividend Growth(%) N/A -38.0 -26.2 -33.0 -36.0 N/A N/A N/A -73.3 42.9 -22.2 -20.6 -10.5 15.2 0.0 -19.5 -21.2 13.0 -8.0 13.6 2.3 -14.0 35.1 -31.5 -5.3 9.6 13.0 -14.8 170.0 N/A

Return Calculator for TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX)

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)


Click here for comparison with other funds, portfolios or stocks

TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) Historical Return Chart

Click here for interactive chart

TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 07/10/1996 to 10/31/2017, the worst annualized return of 3-year rolling returns for TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) is -1.03%.
From 07/10/1996 to 10/31/2017, the worst annualized return of 5-year rolling returns for TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) is 0.54%.
From 07/10/1996 to 10/31/2017, the worst annualized return of 10-year rolling returns for TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) is 2.58%.
From 07/10/1996 to 10/31/2017, the worst annualized return of 20-year rolling returns for TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON (DVCSX) is 4.23%.

Related Articles for TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON TRANSAMERICA ASSET ALLOCATION-SHORT HORIZON(DVCSX)