Australia markets closed

Transamerica Asset Alloc Long Hrzn R (TALRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.12-0.01 (-0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.69%
5-year average return8.15%
Number of years up4
Number of years down2
Best 1-yr total return (20 June 2024)24.88%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return24.88%
Worst 3-yr total return2.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTALRXCategory
YTD4.46%13.38%
1-month2.71%1.16%
3-month0.76%6.75%
1-year17.60%40.77%
3-year0.70%13.59%
5-year9.37%13.52%
10-year7.15%10.48%
Last bull market23.43%21.11%
Last bear market-16.13%-19.34%

Annual total return (%) history

Year
TALRXCategory
2024
N/AN/A
2023
18.00%N/A
2022
-20.76%N/A
2021
15.43%N/A
2020
21.19%15.41%
2019
24.88%24.78%
2018
-9.46%-9.27%
2017
N/A18.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.87%N/AN/AN/A
20236.13%4.41%-3.64%10.50%
2022-7.70%-16.13%-5.54%8.36%
20215.69%6.15%-1.22%4.15%
2020-21.35%23.91%7.08%16.13%
201912.11%3.27%0.24%7.61%
2018-0.54%2.24%3.88%-14.29%
20173.68%5.12%N/AN/A

Rank in category (by total return)

YTD89
1-month90
3-month99
1-year85
3-year90
5-year78

Load adjusted returns

1-year17.60%
3-year0.70%
5-year9.37%
10-year7.15%