INCLX - Transamerica High Yield Bond C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return4.77%
5-Year Average Return3.30%
Number of Years Up13
Number of Years Down3
Best 1 Yr Total Return (Feb. 3, 2019)55.69%
Worst 1 Yr Total Return (Feb. 3, 2019)-25.84%
Best 3-Yr Total Return55.69%
Worst 3-Yr Total Return-6.46%

Trailing Returns (%) Vs. Benchmarks

ReturnINCLXCategory
YTD10.91%10.26%
1-Month0.69%0.23%
3-Month1.26%0.86%
1-Year8.46%7.14%
3-Year5.02%5.10%
5-Year3.84%3.97%
10-Year6.25%6.60%
Last Bull Market13.98%11.93%
Last Bear Market-7.64%-7.30%

Annual Total Return (%) History

Year
INCLXCategory
2019
N/AN/A
2018
-3.39%-2.59%
2017
6.09%6.47%
2016
13.40%13.30%
2015
-5.38%-4.01%
2014
2.69%1.11%
2013
5.34%6.90%
2012
16.21%14.67%
2011
3.36%2.83%
2010
12.04%14.24%
2009
55.69%46.70%
2008
-25.84%-26.41%
2007
0.90%1.47%
2006
9.39%10.14%
2005
2.01%2.59%
2004
6.36%9.99%
2003
19.22%24.36%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20196.71%1.77%1.27%N/A
2018-0.93%0.54%1.82%-4.74%
20172.39%2.26%1.36%-0.04%
20162.21%3.77%5.49%1.34%
20151.98%-0.06%-4.82%-2.46%
20142.68%2.09%-1.94%-0.09%
20133.12%-1.72%0.98%2.93%
20126.43%1.63%4.25%3.06%
20113.90%0.71%-6.95%6.15%
20103.80%-0.91%5.63%3.12%
20094.02%22.52%15.26%5.99%
2008-3.42%1.17%-8.50%-17.05%
20072.06%-0.80%1.06%-1.39%
20062.48%-0.58%3.49%3.75%
2005-1.84%3.41%-0.05%0.55%
20042.00%-2.46%4.23%2.58%
20034.81%6.83%2.14%4.25%

Rank In Category (By Total Return)

YTD57
1-Month13
3-Month28
1-Year59
3-Year67
5-Year69

Load Adjusted Returns

1-Year7.46%
3-Year5.02%
5-Year3.84%
10-Year6.25%