UK markets close in 21 minutes

Transamerica Asset Alloc Short Hrzn R (TSHRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.00+0.02 (+0.22%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.77%
5-year average return1.72%
Number of years up4
Number of years down2
Best 1-yr total return (3 Jun 2024)9.48%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return9.48%
Worst 3-yr total return-1.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTSHRXCategory
YTD-1.58%-0.61%
1-month-2.33%0.77%
3-month-1.47%1.99%
1-year2.16%3.06%
3-year-1.92%5.69%
5-year1.35%3.75%
10-year1.88%3.84%
Last bull market8.57%4.61%
Last bear market-6.62%1.87%

Annual total return (%) history

Year
TSHRXCategory
2024
N/AN/A
2023
7.16%N/A
2022
-12.45%N/A
2021
2.32%N/A
2020
8.14%8.06%
2019
9.48%8.94%
2018
-1.82%-0.61%
2017
N/A4.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.77%N/AN/AN/A
20232.88%0.19%-2.14%6.23%
2022-4.71%-6.62%-3.87%2.36%
2021-1.01%2.45%0.06%0.84%
2020-4.26%6.83%2.36%3.29%
20194.09%2.31%1.41%1.38%
2018-1.10%0.37%0.63%-1.72%
20171.12%1.01%N/AN/A

Rank in category (by total return)

YTD12
1-month40
3-month8
1-year8
3-year10
5-year7

Load adjusted returns

1-year2.16%
3-year-1.92%
5-year1.35%
10-year1.88%