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Transamerica Multi-Managed Balanced I (TBLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.77+0.18 (+0.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.45%
5-year average return8.65%
Number of years up12
Number of years down2
Best 1-yr total return (21 Apr 2024)24.12%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return24.12%
Worst 3-yr total return4.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTBLIXCategory
YTD6.27%9.69%
1-month2.35%0.91%
3-month6.27%5.21%
1-year19.05%27.06%
3-year6.33%11.00%
5-year9.76%10.26%
10-year8.35%8.34%
Last bull market23.75%15.58%
Last bear market-11.77%-12.16%

Annual total return (%) history

Year
TBLIXCategory
2024
N/AN/A
2023
18.69%N/A
2022
-16.22%N/A
2021
16.82%N/A
2020
15.81%11.72%
2019
21.59%19.23%
2018
-3.76%-5.76%
2017
14.09%13.21%
2016
7.78%7.34%
2015
0.07%-1.93%
2014
10.68%6.21%
2013
17.80%16.48%
2012
12.57%11.72%
2011
3.79%-0.11%
2010
24.12%11.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.27%N/AN/AN/A
20235.94%5.26%-2.92%9.63%
2022-4.93%-11.77%-4.74%4.85%
20212.67%6.19%-0.01%7.15%
2020-11.53%14.72%5.95%7.69%
20199.11%3.68%1.55%5.85%
2018-1.61%1.74%4.72%-8.19%
20174.28%2.06%3.00%4.07%
20161.21%2.09%2.72%1.56%
20151.18%-0.69%-4.08%3.83%
20142.18%3.73%0.58%3.82%
20136.49%0.55%3.30%6.51%
20128.38%-1.16%4.94%0.14%
20114.08%0.54%-7.56%7.29%
20105.15%-5.88%13.11%10.88%

Rank in category (by total return)

YTD24
1-month61
3-month24
1-year15
3-year11
5-year10

Load adjusted returns

1-year19.05%
3-year6.33%
5-year9.76%
10-year8.35%