Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAQOX (Transamerica Sustainable Bond I2) | NA | -4,290,659.69% | nan% | 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 |
|---|---|---|
| TAQOX (Transamerica Sustainable Bond I2) | 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 | -4,290,659.69 | nan | NA | NA | NA | NA | … | … | 0.00 | -4,279,165.25 | 6.36 | -14.95 | -1.38 | -0.16 |
| Sharpe Ratio | NA | 0.90 | -0.95 | NA | NA | NA | NA | … | … | 0.00 | -0.63 | 0.31 | -2.31 | -0.43 | -0.15 |
| Standard Deviation(%) | NA | 5.62 | 6.40 | NA | NA | NA | NA | … | … | NA | 5.18 | 6.83 | 7.08 | 3.29 | 2.86 |
| Draw Down(%) | NA | 4,049,096.38 | 4,013,996.73 | NA | NA | NA | NA | … | … | 0.00 | 4,049,096.38 | 7.17 | 18.84 | 3.61 | 1.62 |
| Yield(%) | 0.00 | 103.45 | 32.13 | 18.34 | 9.17 | 6.11 | 4.59 | … | … | 0.00 | 103.66 | 3.20 | 2.14 | 1.55 | 0.54 |
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 |
|---|---|---|---|---|
| TAQOX (Transamerica Sustainable Bond I2) |
-5.91%
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 |
|---|---|---|---|---|
| TAQOX (Transamerica Sustainable Bond I2) |
-1.73%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart