Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAADX (Transamerica Bond Class R) | -0.30% | 4.46% | 3.79% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAADX (Transamerica Bond Class R) | 03/01/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 4.46 | 3.79 | NA | NA | NA | NA | … | … | -0.30 | 6.78 | 1.47 | 5.80 | -10.66 |
| Sharpe Ratio | NA | 0.34 | 0.10 | NA | NA | NA | NA | … | … | -0.85 | 0.90 | -0.41 | 0.33 | -2.11 |
| Standard Deviation(%) | NA | 3.78 | 5.13 | NA | NA | NA | NA | … | … | 4.09 | 4.34 | 5.29 | 6.58 | 6.78 |
| Draw Down(%) | NA | 3.04 | 6.09 | NA | NA | NA | NA | … | … | 3.04 | 2.96 | 3.77 | 7.47 | 14.34 |
| Yield(%) | 0.00 | 3.69 | 3.79 | 2.68 | 1.34 | 0.89 | 0.67 | … | … | 1.30 | 4.01 | 3.91 | 3.62 | 2.15 |
Data as of 06/09/2026, Common starting date is 03/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAADX (Transamerica Bond Class R) |
1.39%
May 2022 – May 2025 |
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 |
|---|---|---|---|---|
| TAADX (Transamerica Bond Class R) |
5.58%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart