Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAKJX (Transamerica High Yield ESG I2) | NA | 9,252,446.76% | 4,511.28% | 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 |
|---|---|---|
| TAKJX (Transamerica High Yield ESG I2) | 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 (%) | 8,710,085.40 | 9,252,446.76 | 4,511.28 | NA | NA | NA | NA | … | … | 8,629,617.29 | 5.84 | 10.53 | -10.97 | 2.98 | 3.72 |
| Sharpe Ratio | NA | 8,123.96 | 6.84 | NA | NA | NA | NA | … | … | NA | 0.61 | 1.17 | -1.68 | 1.27 | 2.49 |
| Standard Deviation(%) | NA | 1,141.54 | 658.66 | NA | NA | NA | NA | … | … | 2,030.76 | 3.63 | 5.91 | 7.40 | 2.33 | 3.62 |
| Draw Down(%) | NA | 3.30 | 8.51 | NA | NA | NA | NA | … | … | 3.30 | 2.38 | 5.24 | 15.54 | 2.04 | 1.90 |
| Yield(%) | 100.46 | 106.62 | 37.20 | 21.78 | 10.89 | 7.26 | 5.45 | … | … | 99.44 | 6.54 | 6.14 | 4.12 | 3.89 | 1.58 |
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 |
|---|---|---|---|---|
| TAKJX (Transamerica High Yield ESG I2) |
-0.89%
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 |
|---|---|---|---|---|
| TAKJX (Transamerica High Yield ESG I2) |
3.33%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart