TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX)

Basic Info

TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND started on 12/21/1994
TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND is classified as asset class Intermediate-Term Bond
TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND expense ratio is 0.98%
TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND rating is
Not Rated

TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) Dividend Info

TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) dividend growth in the last 12 months is -27.01%

The trailing 12-month yield of TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND is 1.71%. its dividend history:

DateDividend
03/22/2017 0.068
12/09/2016 0.159
09/16/2016 0.074
06/17/2016 0.067
03/18/2016 0.062
12/11/2015 0.108
09/11/2015 0.064
08/21/2015 0.015
06/12/2015 0.061
03/13/2015 0.052
12/12/2014 0.22
09/19/2014 0.07
06/20/2014 0.082
03/14/2014 0.088
12/13/2013 0.133
09/13/2013 0.065
08/23/2013 0.062
06/14/2013 0.029
03/15/2013 0.223
12/14/2012 0.167
09/14/2012 0.101
09/07/2012 0.029
06/15/2012 0.101
03/16/2012 0.171
09/16/2011 0.11
06/17/2011 0.115
03/18/2011 0.175
09/17/2010 0.17
06/18/2010 0.148
03/19/2010 0.091
12/18/2009 0.121
09/11/2009 0.277
06/19/2009 0.123
03/20/2009 0.126
12/19/2008 0.18
09/05/2008 0.162
06/20/2008 0.156
03/20/2008 0.133
12/20/2007 0.128
09/12/2007 0.125
06/15/2007 0.131
03/16/2007 0.111
12/22/2006 0.159
09/08/2006 0.128
06/16/2006 0.111
03/24/2006 0.099
12/23/2005 0.143
09/09/2005 0.116
03/08/2005 0.076
12/21/2004 0.278
09/09/2004 0.09
06/15/2004 0.088
03/17/2004 0.087
12/17/2003 0.268
09/11/2003 0.08
06/17/2003 0.082
03/19/2003 0.088
12/17/2002 0.301
09/05/2002 0.124
06/26/2002 0.064
03/21/2002 0.128
12/18/2001 0.417
09/06/2001 0.118
06/19/2001 0.131
03/27/2001 0.149
12/19/2000 0.228
09/14/2000 0.166
06/20/2000 0.281
12/18/1998 0.551
12/18/1997 0.376
12/19/1996 0.23
12/20/1995 0.293
12/22/1994 0.202

Dividend Growth History for TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2017
2017 $0.068 0.53% -81.22% -
2016 $0.362 2.82% 20.67% -81.22%
2015 $0.3 2.28% -34.78% -52.39%
2014 $0.46 3.58% -10.16% -47.13%
2013 $0.512 3.78% -10.02% -39.63%
2012 $0.569 4.33% 42.25% -34.61%
2011 $0.4 3.12% -2.20% -25.57%
2010 $0.409 3.31% -36.79% -22.61%
2009 $0.647 5.58% 2.54% -24.54%
2008 $0.631 5.02% 27.47% -21.93%
2007 $0.495 4.02% -0.40% -18.00%
2006 $0.497 4.02% 48.36% -16.54%
2005 $0.335 2.67% -38.31% -12.44%
2004 $0.543 4.32% 4.83% -14.77%
2003 $0.518 4.13% -16.05% -13.50%
2002 $0.617 5.06% -24.29% -13.67%
2001 $0.815 6.56% 20.74% -14.38%
2000 $0.675 5.72% - -12.63%
1998 $0.551 4.48% 46.54% -10.43%
1997 $0.376 3.23% 63.48% -8.20%
1996 $0.23 1.98% -21.50% -5.64%
1995 $0.293 2.96% 45.05% -6.42%
1994 $0.202 1.99% - -4.62%

Dividend Growth Chart for TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX)

TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) Historical Returns And Risk Info

From 06/21/1996 to 10/31/2017, the compound annualized total return (dividend reinvested) of TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) is 4.45%. Its cumulative total return (dividend reinvested) is 153.233%.

From 06/21/1996 to 10/31/2017, the Maximum Drawdown of TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) is 11.3%.

From 06/21/1996 to 10/31/2017, the Sharpe Ratio of TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) is 0.74.

From 06/21/1996 to 10/31/2017, the Annualized Standard Deviation of TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) is 4.4%.

From 06/21/1996 to 10/31/2017, the Beta of TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) is 0.66.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
06/21/1996		 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return(%) 0.0 -1.1 1.4 1.6 4.0 3.9 4.1 4.4 0.9 2.9 -0.2 5.7 -1.5 7.7 5.5 7.7 12.1 -2.3 6.1 3.5 0.9 4.1 4.1 8.1 6.3 9.5 -5.6 7.1 8.2 2.8 20.0 -0.2
Sharpe Ratio NA -0.77 0.39 0.51 0.96 NA NA 0.74 0.3 0.9 -0.05 2.17 -0.48 3.28 1.51 1.95 2.39 -0.48 0.9 0.1 -0.45 0.44 0.85 1.81 0.84 1.51 -1.4 0.53 1.32 -0.15 3.51 -3.48
Draw Down(%) NA 3.1 3.9 5.7 11.3 NA NA 11.3 1.4 3.9 2.8 1.3 5.7 1.2 2.2 3.7 3.1 11.3 2.5 2.4 2.6 4.6 4.8 2.1 4.0 3.2 6.5 5.1 2.4 4.5 3.0 0.3
Standard Deviation(%) NA 2.2 2.9 2.9 3.9 NA NA 4.4 1.7 3.0 3.5 2.6 3.3 2.3 3.6 3.9 5.0 6.7 3.4 2.8 2.8 7.1 3.9 3.8 4.9 3.6 6.3 7.1 3.5 4.7 4.6 3.2
Treynor Ratio NA -0.03 0.02 0.02 0.06 NA NA 0.05 0.01 0.04 0.0 0.08 -0.02 0.13 0.09 0.12 0.2 -0.05 0.05 0.0 -0.02 0.04 0.05 0.11 0.06 0.09 -0.13 0.06 0.07 -0.01 0.24 -0.35
Alpha NA -0.01 0.0 0.0 0.0 NA NA 0.0 0.0 0.0 -0.01 0.01 0.0 0.01 0.0 0.0 0.01 0.01 0.0 0.0 0.0 0.0 0.0 0.01 0.0 0.01 -0.02 0.0 0.0 0.0 0.02 -0.05
Beta NA 0.49 0.65 0.69 0.65 NA NA 0.66 0.35 0.68 0.75 0.75 0.78 0.6 0.65 0.64 0.61 0.63 0.65 0.58 0.56 0.73 0.69 0.61 0.72 0.62 0.7 0.61 0.68 0.7 0.67 0.32
RSquare NA 0.5 0.68 0.71 0.66 NA NA 0.55 0.34 0.68 0.81 0.73 0.78 0.64 0.76 0.73 0.7 0.54 0.77 0.56 0.56 0.24 0.81 0.72 0.82 0.68 0.34 0.22 0.72 0.82 0.59 0.21
Yield(%) N/A 1.7 2.4 2.7 3.6 3.7 3.9 N/A 0.5 2.8 2.3 3.6 3.7 4.3 3.2 3.3 5.6 5.0 4.0 4.0 2.7 4.4 4.1 5.0 6.6 5.8 0.0 4.5 3.3 2.0 2.9 2.0
Dividend Growth(%) N/A -27.0 -28.1 -28.6 -15.3 N/A N/A N/A -80.6 20.0 -34.8 -8.0 -12.3 39.0 0.0 -36.9 3.2 28.6 -2.0 47.1 -38.2 5.8 -14.8 -25.6 20.6 N/A -100.0 44.7 65.2 -20.7 45.0 N/A

Return Calculator for TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX)

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TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) Historical Return Chart

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TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) 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 06/21/1996 to 10/31/2017, the worst annualized return of 3-year rolling returns for TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) is 1.11%.
From 06/21/1996 to 10/31/2017, the worst annualized return of 5-year rolling returns for TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) is 1.64%.
From 06/21/1996 to 10/31/2017, the worst annualized return of 10-year rolling returns for TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) is 2.91%.
From 06/21/1996 to 10/31/2017, the worst annualized return of 20-year rolling returns for TRANSAMERICA PARTNERS CORE BOND TRANSAMERICA PARTNERS CORE BOND (DVGCX) is 4.14%.

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