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Transamerica ClearTrack 2040 R1 (TCRTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.110.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.92%
5-year average return7.48%
Number of years up6
Number of years down2
Best 1-yr total return (27 June 2024)22.52%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return22.52%
Worst 3-yr total return2.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTCRTXCategory
YTD5.71%10.80%
1-month3.23%1.06%
3-month2.33%6.14%
1-year17.64%33.59%
3-year2.21%12.99%
5-year8.35%12.87%
10-year0.00%9.72%
Last bull market20.70%19.05%
Last bear market-14.38%-17.54%

Annual total return (%) history

Year
TCRTXCategory
2024
N/AN/A
2023
17.28%N/A
2022
-18.68%N/A
2021
14.79%N/A
2020
14.28%14.56%
2019
22.52%23.19%
2018
-8.46%-7.74%
2017
17.83%19.52%
2016
7.39%7.95%
2015
N/A-1.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.32%N/AN/AN/A
20235.74%4.61%-3.62%10.01%
2022-6.35%-14.38%-6.35%8.30%
20213.55%5.98%-0.83%5.47%
2020-16.85%16.03%6.34%11.39%
201910.64%3.27%0.62%6.57%
2018-1.45%0.87%3.35%-10.89%
20175.24%3.29%3.82%4.40%
20160.52%1.88%4.00%0.83%
2015-0.40%-6.98%4.26%N/A

Rank in category (by total return)

YTD87
1-month93
3-month94
1-year81
3-year85
5-year94

Load adjusted returns

1-year17.64%
3-year2.21%
5-year8.35%
10-yearN/A