UK markets close in 4 hours 50 minutes

Transamerica Dividend Focused I2 (TRDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
7.960.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.39%
5-year average return4.70%
Number of years up6
Number of years down4
Best 1-yr total return (27 Jun 2024)23.43%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return23.43%
Worst 3-yr total return0.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTRDIXCategory
YTD8.11%4.44%
1-month2.84%-4.04%
3-month2.70%4.09%
1-year20.37%14.37%
3-year2.84%6.04%
5-year6.15%9.20%
10-year5.55%8.57%
Last bull market23.63%22.97%
Last bear market-12.71%-11.27%

Annual total return (%) history

Year
TRDIXCategory
2024
N/AN/A
2023
6.16%11.63%
2022
-11.27%-5.90%
2021
22.20%26.22%
2020
-7.54%2.91%
2019
23.43%25.04%
2018
-12.07%-8.53%
2017
16.22%15.94%
2016
14.92%14.81%
2015
-2.69%-4.05%
2014
11.29%10.21%
2013
N/A31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.74%N/AN/AN/A
2023-0.42%1.63%-5.49%10.99%
2022-4.63%-12.71%-7.00%14.60%
20218.09%5.59%-0.03%7.10%
2020-29.74%12.03%1.68%15.52%
201911.26%1.71%2.92%5.98%
2018-3.54%0.72%4.29%-13.22%
20174.14%2.89%2.84%5.48%
20161.18%3.42%1.90%7.79%
20150.17%-0.69%-7.12%5.32%
20144.30%1.96%0.92%3.69%
20132.98%4.38%10.09%N/A

Rank in category (by total return)

YTD44
1-month62
3-month76
1-year68
3-year94
5-year99

Load adjusted returns

1-year20.37%
3-year2.84%
5-year6.15%
10-year5.55%