Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TPRFX (Transamerica Inflation-Protected Sec Cla) | NA | 5.61% | -0.11% | 3.03% | NA | NA | NA | … | … |
Data as of 11/10/2023, Common starting date is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPRFX (Transamerica Inflation-Protected Sec Cla) | 05/02/2017 | 11/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.86 | 5.61 | -0.11 | 3.03 | NA | NA | NA | … | … | 4.95 | -11.41 | 4.54 | 9.65 | 8.26 | -1.52 | 1.45 |
| Sharpe Ratio | NA | 0.18 | -0.28 | 0.28 | NA | NA | NA | … | … | 0.17 | -1.75 | 1.21 | 1.43 | 1.93 | -0.94 | 0.49 |
| Standard Deviation(%) | NA | 8.05 | 6.53 | 6.07 | NA | NA | NA | … | … | 8.25 | 7.36 | 3.73 | 6.54 | 3.56 | 3.01 | 2.99 |
| Draw Down(%) | NA | 5.62 | 14.06 | 14.06 | NA | NA | NA | … | … | 5.62 | 13.67 | 2.52 | 9.97 | 2.12 | 3.02 | 1.69 |
| Yield(%) | 0.00 | 4.16 | 4.39 | 3.67 | 2.04 | 1.36 | 1.02 | … | … | 2.68 | 6.09 | 4.09 | 1.29 | 1.45 | 3.38 | 0.44 |
Data as of 11/10/2023, Common starting date is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPRFX (Transamerica Inflation-Protected Sec Cla) |
-2.02%
Oct 2020 – Oct 2023 |
1.39%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPRFX (Transamerica Inflation-Protected Sec Cla) |
7.55%
Nov 2018 – Nov 2021 |
3.25%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart