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Transamerica Balanced II R (TBLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.48+0.08 (+0.65%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.32%
5-year average return9.57%
Number of years up22
Number of years down7
Best 1-yr total return (30 May 2024)22.60%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return22.60%
Worst 3-yr total return3.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTBLRXCategory
YTD2.57%9.69%
1-month-3.37%0.91%
3-month1.54%5.21%
1-year13.22%27.06%
3-year3.42%11.00%
5-year8.04%10.26%
10-year7.59%8.34%
Last bull market18.51%15.58%
Last bear market-11.92%-12.16%

Annual total return (%) history

Year
TBLRXCategory
2024
N/AN/A
2023
18.16%N/A
2022
-16.51%N/A
2021
16.46%N/A
2020
15.11%11.72%
2019
21.34%19.23%
2018
-4.00%-5.76%
2017
13.64%13.21%
2016
7.69%7.34%
2015
-0.08%-1.93%
2014
10.35%6.21%
2013
17.65%16.48%
2012
12.80%11.72%
2011
3.02%-0.11%
2010
13.19%11.83%
2009
22.60%24.13%
2008
-27.15%-28.00%
2007
1.21%5.99%
2006
11.03%11.29%
2005
4.98%5.13%
2004
7.73%8.86%
2003
17.00%20.35%
2002
-10.57%-12.02%
2001
-5.82%-5.05%
2000
-2.80%1.82%
1999
10.92%10.71%
1998
11.83%13.52%
1997
18.58%19.63%
1996
16.42%13.70%
1995
28.47%25.63%
1994
N/A-2.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.15%N/AN/AN/A
20235.68%5.12%-2.97%9.61%
2022-4.88%-11.92%-4.79%4.67%
20212.62%6.10%-0.03%6.99%
2020-11.75%14.67%5.75%7.57%
20199.07%3.63%1.52%5.75%
2018-1.69%1.68%4.58%-8.18%
20174.09%2.07%2.84%4.01%
20161.20%2.01%2.83%1.44%
20151.11%-0.76%-3.95%3.68%
20142.16%3.64%0.49%3.71%
20136.38%0.51%3.30%6.52%
20128.53%-1.18%5.00%0.17%
20113.61%0.53%-7.80%7.28%
20104.74%-5.84%8.15%6.12%
2009-7.62%13.49%12.41%4.03%
2008-6.76%-1.63%-7.51%-14.12%
20070.26%2.80%1.31%-3.07%
20062.50%-1.06%4.85%4.42%
2005-1.23%1.92%2.44%1.81%
20041.57%0.04%-0.10%6.13%
2003-1.60%9.54%1.24%7.21%
2002-0.29%-6.75%-9.01%5.71%
2001-6.61%3.00%-7.21%5.52%
20002.02%-1.63%0.62%-3.74%
19991.59%2.13%-3.44%10.72%
19987.48%3.00%-8.74%10.69%
19972.11%9.52%5.66%0.36%
19963.99%1.12%3.00%7.49%
19957.26%9.74%5.24%3.70%
1994-0.95%N/AN/AN/A

Rank in category (by total return)

YTD29
1-month60
3-month50
1-year18
3-year19
5-year14

Load adjusted returns

1-year13.22%
3-year3.42%
5-year8.04%
10-year7.59%