Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAJEX (Transamerica High Yield ESG I) | NA | -255,593.60% | nan% | NA | NA | NA | NA | … | … |
Data as of 04/28/2025, Common starting date is 07/31/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAJEX (Transamerica High Yield ESG I) | 07/31/2020 | 04/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -240,658.46 | -255,593.60 | nan | NA | NA | NA | NA | … | … | -238,677.65 | 5.82 | 10.40 | -11.29 | 2.96 | 3.71 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.61 | 1.16 | -1.72 | 1.28 | 2.49 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 3.60 | 5.86 | 7.43 | 2.29 | 3.62 |
| Draw Down(%) | NA | 234,867.09 | 234,867.09 | NA | NA | NA | NA | … | … | 234,867.09 | 2.50 | 5.26 | 15.85 | 2.05 | 1.90 |
| Yield(%) | 100.39 | 106.53 | 37.03 | 21.68 | 10.84 | 7.23 | 5.42 | … | … | 99.47 | 6.53 | 6.12 | 4.10 | 3.86 | 1.57 |
Data as of 04/28/2025, Common starting date is 07/31/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAJEX (Transamerica High Yield ESG I) |
-1.06%
Oct 2020 – Oct 2023 |
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 |
|---|---|---|---|---|
| TAJEX (Transamerica High Yield ESG I) |
3.15%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart