Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAAUX (Transam Short-Term Bond R4) | 0.23% | 3.49% | 4.86% | 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 |
|---|---|---|
| TAAUX (Transam Short-Term Bond R4) | 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 | 3.49 | 4.86 | NA | NA | NA | NA | … | … | 0.23 | 5.46 | 4.96 | 5.41 | 0.16 |
| Sharpe Ratio | NA | 0.34 | 0.73 | NA | NA | NA | NA | … | … | -0.99 | 1.32 | 0.61 | 0.69 | 0.01 |
| Standard Deviation(%) | NA | 1.85 | 2.10 | NA | NA | NA | NA | … | … | 1.99 | 1.96 | 2.20 | 2.56 | 1.78 |
| Draw Down(%) | NA | 1.28 | 1.28 | NA | NA | NA | NA | … | … | 1.28 | 0.90 | 1.09 | 1.26 | 0.31 |
| Yield(%) | 0.00 | 3.74 | 3.99 | 2.69 | 1.35 | 0.90 | 0.67 | … | … | 1.32 | 4.15 | 4.16 | 3.46 | 0.16 |
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 |
|---|---|---|---|---|
| TAAUX (Transam Short-Term Bond R4) |
4.85%
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 |
|---|---|---|---|---|
| TAAUX (Transam Short-Term Bond R4) |
5.36%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart