Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAASX (Transam Short-Term Bond R) | 0.34% | 3.33% | 4.65% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 12/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAASX (Transam Short-Term Bond R) | 12/12/2022 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 3.33 | 4.65 | NA | NA | NA | NA | … | … | 0.34 | 5.29 | 4.55 | 5.14 | 0.15 |
| Sharpe Ratio | NA | 0.50 | 0.75 | NA | NA | NA | NA | … | … | -0.57 | 1.27 | 0.45 | 0.59 | -0.15 |
| Standard Deviation(%) | NA | 1.79 | 2.01 | NA | NA | NA | NA | … | … | 1.89 | 1.91 | 2.07 | 2.54 | 1.76 |
| Draw Down(%) | NA | 1.28 | 1.28 | NA | NA | NA | NA | … | … | 1.28 | 0.90 | 1.09 | 1.28 | 0.31 |
| Yield(%) | 0.00 | 3.79 | 3.82 | 2.57 | 1.29 | 0.86 | 0.64 | … | … | 1.52 | 3.89 | 3.86 | 3.21 | 0.15 |
Data as of 06/17/2026, Common starting date is 12/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAASX (Transam Short-Term Bond R) |
4.53%
Apr 2023 – Apr 2026 |
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 |
|---|---|---|---|---|
| TAASX (Transam Short-Term Bond R) |
5.07%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart