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Transamerica Multi-Managed Balanced A (IBALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.64-0.03 (-0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.36%
5-year average return9.34%
Number of years up22
Number of years down7
Best 1-yr total return (20 Jun 2024)27.55%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return27.55%
Worst 3-yr total return4.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIBALXCategory
YTD6.44%9.69%
1-month3.64%0.91%
3-month2.52%5.21%
1-year17.62%27.06%
3-year4.63%11.00%
5-year9.76%10.26%
10-year7.86%8.34%
Last bull market18.58%15.58%
Last bear market-11.91%-12.16%

Annual total return (%) history

Year
IBALXCategory
2024
N/AN/A
2023
18.43%N/A
2022
-16.50%N/A
2021
16.57%N/A
2020
15.56%11.72%
2019
21.32%19.23%
2018
-3.94%-5.76%
2017
13.84%13.21%
2016
7.50%7.34%
2015
-0.20%-1.93%
2014
10.34%6.21%
2013
17.38%16.48%
2012
12.03%11.72%
2011
3.30%-0.11%
2010
23.92%11.83%
2009
27.55%24.13%
2008
-32.70%-28.00%
2007
12.43%5.99%
2006
8.46%11.29%
2005
5.34%5.13%
2004
10.96%8.86%
2003
12.91%20.35%
2002
-7.20%-12.02%
2001
-5.86%-5.05%
2000
-3.36%1.82%
1999
23.55%10.71%
1998
30.80%13.52%
1997
21.16%19.63%
1996
16.59%13.70%
1995
25.16%25.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.22%N/AN/AN/A
20235.92%5.16%-2.96%9.56%
2022-4.98%-11.91%-4.76%4.75%
20212.64%6.14%-0.06%7.08%
2020-11.57%14.69%5.85%7.64%
20199.05%3.60%1.50%5.79%
2018-1.63%1.66%4.65%-8.21%
20174.26%1.98%2.96%4.00%
20161.16%2.00%2.68%1.47%
20151.08%-0.72%-4.17%3.78%
20142.07%3.71%0.47%3.76%
20136.40%0.41%3.26%6.40%
20128.27%-1.32%4.84%0.02%
20113.96%0.43%-7.69%7.17%
20105.02%-5.84%13.07%10.83%
2009-4.47%13.89%9.86%6.71%
2008-10.84%-0.52%-9.16%-16.46%
20071.57%5.17%3.57%1.62%
20064.25%-1.76%1.51%4.33%
2005-1.81%-0.54%5.36%2.37%
20041.74%0.09%0.55%8.38%
2003-1.02%7.05%0.21%6.34%
20020.65%-4.24%-5.56%1.95%
2001-5.87%1.65%-5.88%4.53%
20003.88%-3.32%-1.16%-2.64%
19998.11%2.79%-3.17%14.82%
19989.24%5.03%-3.61%18.28%
19970.90%10.31%6.95%1.78%
19963.38%3.29%5.51%3.49%
19954.40%5.63%4.70%8.40%

Rank in category (by total return)

YTD23
1-month21
3-month42
1-year20
3-year13
5-year13

Load adjusted returns

1-year11.15%
3-year2.68%
5-year8.53%
10-year7.25%