Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAAQX (Transam Short-Term Bond I3) | 0.28% | 3.70% | 5.08% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAAQX (Transam Short-Term Bond I3) | 12/12/2022 | 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 (%) | -0.20 | 3.70 | 5.08 | NA | NA | NA | NA | … | … | 0.28 | 5.75 | 5.21 | 5.69 | 0.18 |
| Sharpe Ratio | NA | 0.45 | 0.83 | NA | NA | NA | NA | … | … | -0.93 | 1.43 | 0.71 | 0.79 | 0.14 |
| Standard Deviation(%) | NA | 1.88 | 2.14 | NA | NA | NA | NA | … | … | 1.98 | 2.01 | 2.24 | 2.61 | 2.21 |
| Draw Down(%) | NA | 1.31 | 1.31 | NA | NA | NA | NA | … | … | 1.31 | 0.91 | 1.01 | 1.27 | 0.42 |
| Yield(%) | 0.00 | 3.95 | 4.21 | 2.85 | 1.43 | 0.95 | 0.71 | … | … | 1.39 | 4.40 | 4.38 | 3.68 | 0.18 |
Data as of 06/09/2026, Common starting date is 12/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAAQX (Transam Short-Term Bond I3) |
5.11%
Apr 2023 – Apr 2026 |
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 |
|---|---|---|---|---|
| TAAQX (Transam Short-Term Bond I3) |
5.63%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart