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Transamerica Asset Allocation Growth C (IAALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.27-0.02 (-0.14%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.71%
5-year average return8.81%
Number of years up16
Number of years down5
Best 1-yr total return (27 Jun 2024)28.40%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return28.40%
Worst 3-yr total return2.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIAALXCategory
YTD9.39%13.38%
1-month3.52%1.16%
3-month2.99%6.75%
1-year22.97%40.77%
3-year2.80%13.59%
5-year9.81%13.52%
10-year7.05%10.48%
Last bull market25.69%21.11%
Last bear market-15.96%-19.34%

Annual total return (%) history

Year
IAALXCategory
2024
N/AN/A
2023
18.93%N/A
2022
-19.94%N/A
2021
15.30%N/A
2020
17.89%15.41%
2019
20.89%24.78%
2018
-12.18%-9.27%
2017
19.35%18.41%
2016
7.47%8.45%
2015
-0.97%-1.74%
2014
4.58%5.50%
2013
26.70%26.84%
2012
13.75%15.29%
2011
-6.86%-4.13%
2010
13.43%14.83%
2009
28.40%30.03%
2008
-40.56%-38.64%
2007
8.69%7.48%
2006
14.68%14.66%
2005
8.96%7.75%
2004
11.84%12.45%
2003
29.56%30.32%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.09%N/AN/AN/A
20235.79%5.82%-4.12%10.81%
2022-7.48%-15.96%-6.53%10.16%
20215.09%7.09%-1.78%4.31%
2020-24.24%24.25%7.46%16.56%
201911.39%1.96%-1.04%7.56%
2018-0.68%0.34%2.59%-14.10%
20176.00%3.52%4.20%4.37%
2016-0.07%1.32%5.20%0.90%
20153.26%-0.39%-7.58%4.17%
20140.13%2.99%-1.13%2.58%
20137.79%1.73%6.66%8.32%
201213.33%-5.76%5.59%0.87%
20114.26%0.57%-17.71%7.94%
20103.57%-11.29%12.51%9.72%
2009-10.63%18.67%15.38%4.93%
2008-9.86%-1.05%-13.73%-22.76%
20071.76%5.78%3.26%-2.21%
20067.50%-2.79%1.52%8.11%
2005-3.25%2.36%6.74%3.07%
20043.88%0.56%-2.51%9.82%
2003-4.03%15.86%4.19%11.83%

Rank in category (by total return)

YTD8
1-month76
3-month58
1-year19
3-year66
5-year67

Load adjusted returns

1-year21.97%
3-year2.80%
5-year9.81%
10-year7.05%