UK markets closed

Transamerica Multi-Mgd Balanced C (IBLLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
33.77-0.11 (-0.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.87%
5-year average return8.53%
Number of years up17
Number of years down4
Best 1-yr total return (27 Jun 2024)26.90%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return26.90%
Worst 3-yr total return3.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIBLLXCategory
YTD6.08%9.69%
1-month3.58%0.91%
3-month2.34%5.21%
1-year16.73%27.06%
3-year3.85%11.00%
5-year8.94%10.26%
10-year7.06%8.34%
Last bull market18.19%15.58%
Last bear market-12.10%-12.16%

Annual total return (%) history

Year
IBLLXCategory
2024
N/AN/A
2023
17.56%N/A
2022
-17.11%N/A
2021
15.69%N/A
2020
14.67%11.72%
2019
20.42%19.23%
2018
-4.68%-5.76%
2017
12.94%13.21%
2016
6.74%7.34%
2015
-0.90%-1.93%
2014
9.59%6.21%
2013
16.70%16.48%
2012
11.34%11.72%
2011
2.79%-0.11%
2010
23.19%11.83%
2009
26.90%24.13%
2008
-33.10%-28.00%
2007
11.85%5.99%
2006
7.85%11.29%
2005
4.84%5.13%
2004
10.20%8.86%
2003
12.16%20.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.98%N/AN/AN/A
20235.70%4.99%-3.12%9.35%
2022-5.14%-12.10%-4.93%4.55%
20212.47%5.92%-0.27%6.88%
2020-11.75%14.45%5.67%7.44%
20198.82%3.44%1.30%5.60%
2018-1.82%1.46%4.46%-8.39%
20174.01%1.82%2.73%3.80%
20160.96%1.84%2.49%1.30%
20150.91%-0.90%-4.33%3.58%
20141.91%3.51%0.31%3.57%
20136.24%0.30%3.03%6.28%
20128.06%-1.44%4.72%-0.18%
20113.86%0.26%-7.78%7.04%
20104.85%-5.93%12.88%10.65%
2009-4.56%13.72%9.67%6.61%
2008-11.01%-0.64%-9.34%-16.54%
20071.49%5.02%3.40%1.50%
20064.11%-1.86%1.33%4.17%
2005-1.94%-0.71%5.32%2.23%
20041.58%-0.06%0.38%8.13%
2003-1.18%6.90%-0.01%6.18%

Rank in category (by total return)

YTD26
1-month23
3-month51
1-year26
3-year24
5-year23

Load adjusted returns

1-year15.73%
3-year3.85%
5-year8.94%
10-year7.06%