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Transamerica Asset Allocation Growth R (IGWRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.13-0.19 (-1.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.45%
5-year average return10.00%
Number of years up12
Number of years down5
Best 1-yr total return (15 July 2024)29.00%
Worst 1-yr total return (15 July 2024)N/A
Best 3-yr total return29.00%
Worst 3-yr total return3.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIGWRXCategory
YTD11.15%13.38%
1-month1.30%1.16%
3-month0.75%6.75%
1-year18.46%40.77%
3-year3.20%13.59%
5-year9.42%13.52%
10-year7.51%10.48%
Last bull market26.07%21.11%
Last bear market-15.87%-19.34%

Annual total return (%) history

Year
IGWRXCategory
2024
N/AN/A
2023
19.71%N/A
2022
-19.53%N/A
2021
15.82%N/A
2020
18.55%15.41%
2019
21.61%24.78%
2018
-11.79%-9.27%
2017
19.87%18.41%
2016
7.95%8.45%
2015
-0.60%-1.74%
2014
5.04%5.50%
2013
27.22%26.84%
2012
14.40%15.29%
2011
-6.51%-4.13%
2010
13.98%14.83%
2009
29.00%30.03%
2008
-40.22%-38.64%
2007
9.17%7.48%
2006
N/A14.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.32%0.75%N/AN/A
20235.99%5.98%-4.00%11.01%
2022-7.26%-15.87%-6.45%10.25%
20215.19%7.27%-1.68%4.40%
2020-24.16%24.47%7.63%16.68%
201911.63%2.08%-0.94%7.73%
2018-0.53%0.47%2.72%-14.08%
20176.10%3.65%4.31%4.49%
20160.07%1.44%5.24%1.05%
20153.34%-0.25%-7.49%4.25%
20140.26%3.06%-1.05%2.74%
20137.91%1.78%6.84%8.41%
201213.52%-5.68%5.76%1.02%
20114.37%0.64%-17.60%8.02%
20103.63%-11.23%12.76%9.89%
2009-10.50%18.83%15.50%5.02%
2008-9.67%-0.94%-13.67%-22.61%
20071.88%5.91%3.42%-2.17%
20061.73%8.22%N/AN/A

Rank in category (by total return)

YTD18
1-month45
3-month61
1-year23
3-year55
5-year37

Load adjusted returns

1-year18.46%
3-year3.20%
5-year9.42%
10-year7.51%