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Transamerica Asset Allocation Mod Gr R (IMGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.10+0.08 (+0.61%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.99%
5-year average return6.95%
Number of years up12
Number of years down5
Best 1-yr total return (2 Jul 2024)26.64%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return26.64%
Worst 3-yr total return1.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIMGRXCategory
YTD7.90%9.69%
1-month1.25%0.91%
3-month0.46%5.21%
1-year14.16%27.06%
3-year1.43%11.00%
5-year6.97%10.26%
10-year5.82%8.34%
Last bull market20.95%15.58%
Last bear market-12.91%-12.16%

Annual total return (%) history

Year
IMGRXCategory
2024
N/AN/A
2023
15.34%N/A
2022
-17.53%N/A
2021
10.96%N/A
2020
16.55%11.72%
2019
17.53%19.23%
2018
-8.74%-5.76%
2017
15.52%13.21%
2016
6.75%7.34%
2015
-0.64%-1.93%
2014
4.70%6.21%
2013
20.18%16.48%
2012
12.42%11.72%
2011
-4.56%-0.11%
2010
12.75%11.83%
2009
26.64%24.13%
2008
-32.84%-28.00%
2007
8.47%5.99%
2006
N/A11.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.40%0.46%N/AN/A
20234.93%3.90%-3.67%9.82%
2022-6.76%-12.91%-5.58%7.57%
20213.05%5.92%-1.26%2.95%
2020-17.74%18.54%5.80%12.97%
20198.95%2.25%-0.17%5.67%
2018-0.52%0.00%2.03%-10.08%
20174.89%3.01%3.43%3.36%
20160.55%1.57%4.18%0.33%
20152.84%-0.35%-6.05%3.20%
20140.75%2.93%-1.13%2.11%
20136.15%0.84%5.45%6.47%
201210.48%-3.89%4.89%0.93%
20113.71%0.57%-14.00%6.39%
20103.38%-7.81%10.25%7.30%
2009-7.08%15.61%13.39%3.97%
2008-6.75%-1.21%-11.47%-17.66%
20071.79%4.13%3.45%-1.08%
20061.77%6.79%N/AN/A

Rank in category (by total return)

YTD28
1-month53
3-month72
1-year28
3-year76
5-year51

Load adjusted returns

1-year14.16%
3-year1.43%
5-year6.97%
10-year5.82%