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Transamerica Core Bond (TMBTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.55+0.02 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.25%
5-year average return0.10%
Number of years up3
Number of years down3
Best 1-yr total return (25 June 2024)8.97%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return8.97%
Worst 3-yr total return-3.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTMBTXCategory
YTD-1.50%-1.22%
1-month1.71%0.67%
3-month0.09%1.77%
1-year1.82%0.77%
3-year-2.90%5.26%
5-year0.03%3.02%
10-year1.34%3.31%
Last bull market7.96%3.52%
Last bear market-5.16%3.25%

Annual total return (%) history

Year
TMBTXCategory
2024
N/AN/A
2023
5.90%N/A
2022
-13.15%N/A
2021
-0.93%N/A
2020
7.65%7.52%
2019
8.97%8.06%
2018
-0.64%-0.50%
2017
N/A3.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.51%N/AN/AN/A
20232.83%-0.61%-3.03%6.85%
2022-5.55%-5.16%-4.69%1.73%
2021-3.31%2.25%-0.00%0.21%
20201.03%4.29%0.99%1.17%
20193.18%3.13%2.26%0.15%
2018-1.60%-0.18%0.12%1.04%
20171.70%0.91%0.53%N/A

Rank in category (by total return)

YTD58
1-month42
3-month51
1-year39
3-year30
5-year36

Load adjusted returns

1-year1.82%
3-year-2.90%
5-year0.03%
10-year1.34%