Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAPKX (Transamerica Sustainable Bond) | NA | 306,278.72% | 1,321.47% | NA | NA | NA | NA | … | … |
Data as of 03/06/2025, Common starting date is 07/31/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAPKX (Transamerica Sustainable Bond) | 07/31/2020 | 03/06/2025 |
| 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 (%) | 0.00 | 306,278.72 | 1,321.47 | NA | NA | NA | NA | … | … | 0.00 | 305,432.73 | 6.31 | -14.73 | -1.53 | -0.18 |
| Sharpe Ratio | NA | 381.64 | 2.85 | NA | NA | NA | NA | … | … | 0.00 | 405.83 | 0.31 | -2.28 | -0.47 | -0.17 |
| Standard Deviation(%) | NA | 802.51 | 462.45 | NA | NA | NA | NA | … | … | NA | 802.51 | 6.75 | 7.08 | 3.30 | 2.83 |
| Draw Down(%) | NA | 2.82 | 15.62 | NA | NA | NA | NA | … | … | 0.00 | 3.48 | 7.09 | 18.63 | 3.62 | 1.62 |
| Yield(%) | 0.00 | 103.40 | 32.18 | 18.33 | 9.17 | 6.11 | 4.58 | … | … | 0.00 | 103.72 | 3.16 | 2.28 | 1.49 | 0.52 |
Data as of 03/06/2025, 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 |
|---|---|---|---|---|
| TAPKX (Transamerica Sustainable Bond) |
-5.93%
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 |
|---|---|---|---|---|
| TAPKX (Transamerica Sustainable Bond) |
1,321.98%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart