Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBDRX (Transamerica High Quality Bond Class R) | NA | -3.06% | -0.16% | 0.93% | NA | NA | NA | … | … |
Data as of 12/20/2022, Common starting date is 04/24/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBDRX (Transamerica High Quality Bond Class R) | 04/24/2017 | 12/20/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.06 | -0.16 | 0.93 | NA | NA | NA | … | … | -3.04 | -1.58 | 2.87 | 2.86 | -0.36 | 0.16 |
| Sharpe Ratio | NA | -2.06 | -0.28 | 0.03 | NA | NA | NA | … | … | -2.08 | -1.31 | 0.74 | 0.88 | -1.15 | -0.53 |
| Standard Deviation(%) | NA | 2.12 | 2.46 | 2.05 | NA | NA | NA | … | … | 2.15 | 1.22 | 3.57 | 1.65 | 1.48 | 0.93 |
| Draw Down(%) | NA | 5.00 | 8.28 | 8.28 | NA | NA | NA | … | … | 4.98 | 2.00 | 8.28 | 1.19 | 0.91 | 0.61 |
| Yield(%) | 0.00 | 1.80 | 1.69 | 2.06 | 1.07 | 0.71 | 0.53 | … | … | 1.12 | 1.59 | 2.37 | 2.69 | 2.23 | 0.76 |
Data as of 12/20/2022, Common starting date is 04/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBDRX (Transamerica High Quality Bond Class R) |
-0.74%
Oct 2019 – Oct 2022 |
0.51%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBDRX (Transamerica High Quality Bond Class R) |
2.93%
Apr 2018 – Apr 2021 |
0.88%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart