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Transamerica Multi-Managed Balanced I (TBLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.82-0.11 (-0.31%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.39%
5-Year Average Return9.60%
Number of Years Up12
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)24.12%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return24.12%
Worst 3-Yr Total Return4.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTBLIXCategory
YTD6.52%9.69%
1-Month3.65%0.91%
3-Month2.59%5.21%
1-Year17.87%27.06%
3-Year4.90%11.00%
5-Year10.03%10.26%
10-Year8.12%8.34%
Last Bull Market18.70%15.58%
Last Bear Market-11.77%-12.16%

Annual Total Return (%) History

Year
TBLIXCategory
2024
N/AN/A
2023
18.69%N/A
2022
-16.22%N/A
2021
16.82%N/A
2020
15.81%11.72%
2019
21.59%19.23%
2018
-3.76%-5.76%
2017
14.09%13.21%
2016
7.78%7.34%
2015
0.07%-1.93%
2014
10.68%6.21%
2013
17.80%16.48%
2012
12.57%11.72%
2011
3.79%-0.11%
2010
24.12%11.83%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.27%N/AN/AN/A
20235.94%5.26%-2.92%9.63%
2022-4.93%-11.77%-4.74%4.85%
20212.67%6.19%-0.01%7.15%
2020-11.53%14.72%5.95%7.69%
20199.11%3.68%1.55%5.85%
2018-1.61%1.74%4.72%-8.19%
20174.28%2.06%3.00%4.07%
20161.21%2.09%2.72%1.56%
20151.18%-0.69%-4.08%3.83%
20142.18%3.73%0.58%3.82%
20136.49%0.55%3.30%6.51%
20128.38%-1.16%4.94%0.14%
20114.08%0.54%-7.56%7.29%
20105.15%-5.88%13.11%10.88%

Rank In Category (By Total Return)

YTD23
1-Month20
3-Month39
1-Year19
3-Year11
5-Year10

Load Adjusted Returns

1-Year17.87%
3-Year4.90%
5-Year10.03%
10-Year8.12%