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Transamerica Dividend Focused R6 (TADFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.96+0.01 (+0.13%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.54%
5-year average return4.48%
Number of years up5
Number of years down3
Best 1-yr total return (2 Jul 2024)23.45%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return23.45%
Worst 3-yr total return0.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTADFXCategory
YTD8.54%4.44%
1-month0.38%-4.04%
3-month-1.11%4.09%
1-year13.69%14.37%
3-year3.01%6.04%
5-year4.71%9.20%
10-year5.47%8.57%
Last bull market23.48%22.97%
Last bear market-12.71%-11.27%

Annual total return (%) history

Year
TADFXCategory
2024
N/AN/A
2023
6.17%11.63%
2022
-11.40%-5.90%
2021
22.36%26.22%
2020
-7.65%2.91%
2019
23.45%25.04%
2018
-12.07%-8.53%
2017
16.33%15.94%
2016
14.81%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.75%-1.11%N/AN/A
2023-0.42%1.78%-5.49%10.84%
2022-4.63%-12.71%-7.15%14.63%
20218.23%5.59%-0.03%7.10%
2020-29.74%11.87%1.83%15.38%
201911.26%1.71%2.92%5.99%
2018-3.54%0.72%4.29%-13.22%
20174.24%2.89%2.84%5.48%
20161.18%3.42%1.81%7.78%
2015-7.12%5.32%N/AN/A

Rank in category (by total return)

YTD32
1-month23
3-month41
1-year59
3-year93
5-year99

Load adjusted returns

1-year13.69%
3-year3.01%
5-year4.71%
10-year5.47%