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Nasdaq - Delayed Quote USD
Transamerica Multi-Managed Balanced A (IBALX)
31.33
-1.09
(-3.36%)
At close: 8:03:52 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.26% |
| 5y Average Return | 11.55% |
| Number of Years Up | 23 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 2, 2025) | 23.92% |
| Worst 1Y Total Return (Apr 2, 2025) | -- |
| Best 3Y Total Return | 23.92% |
| Worst 3Y Total Return | 4.00% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
IBALX
Category
- YTD
- -1.98%
- 9.69%
- 1-Month
- -3.51%
- 0.91%
- 3-Month
- -1.98%
- 5.21%
- 1-Year
- 5.67%
- 27.06%
- 3-Year
- 5.32%
- 11.00%
- 5-Year
- 11.08%
- 10.26%
- 10-Year
- 7.73%
- 8.34%
- Last Bull Market
- 14.22%
- 15.58%
- Last Bear Market
- -11.91%
- -12.16%
Annual Total Return (%) History
Year
IBALX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.98% | -- | -- | -- |
| 2024 | 6.22% | 2.90% | 5.12% | -0.34% |
| 2023 | 5.92% | 5.16% | -2.96% | 9.56% |
| 2022 | -4.98% | -11.91% | -4.76% | 4.75% |
| 2021 | 2.64% | 6.14% | -0.06% | 7.08% |
| 2020 | -11.57% | 14.69% | 5.85% | 7.64% |
| 2019 | 9.05% | 3.60% | 1.50% | 5.79% |
| 2018 | -1.63% | 1.66% | 4.65% | -8.21% |
| 2017 | 4.26% | 1.98% | 2.96% | 4.00% |
| 2016 | 1.16% | 2.00% | 2.68% | 1.47% |
| 2015 | 1.08% | -0.72% | -4.17% | 3.78% |
| 2014 | 2.07% | 3.71% | 0.47% | 3.76% |
| 2013 | 6.40% | 0.41% | 3.26% | 6.40% |
| 2012 | 8.27% | -1.32% | 4.84% | 0.02% |
| 2011 | 3.96% | 0.43% | -7.69% | 7.17% |
| 2010 | 5.02% | -5.84% | 13.07% | 10.83% |
| 2009 | -4.47% | 13.89% | 9.86% | 6.71% |
| 2008 | -10.84% | -0.52% | -9.16% | -16.46% |
| 2007 | 1.57% | 5.17% | 3.57% | 1.62% |
| 2006 | 4.25% | -1.76% | 1.51% | 4.33% |
| 2005 | -1.81% | -0.54% | 5.36% | 2.37% |
| 2004 | 1.74% | 0.09% | 0.55% | 8.38% |
| 2003 | -1.02% | 7.05% | 0.21% | 6.34% |
| 2002 | 0.65% | -4.24% | -5.56% | 1.95% |
| 2001 | -5.87% | 1.65% | -5.88% | 4.53% |
| 2000 | 3.88% | -3.32% | -1.16% | -2.64% |
| 1999 | 8.11% | 2.79% | -3.17% | 14.82% |
| 1998 | 9.24% | 5.03% | -3.61% | 18.28% |
| 1997 | 0.90% | 10.31% | 6.95% | 1.78% |
| 1996 | 3.38% | 3.29% | 5.51% | 3.49% |
| 1995 | 4.40% | 5.63% | 4.70% | 8.40% |
Rank in Category (By Total Return)
| YTD | 80 |
| 1-Month | 78 |
| 3-Month | 80 |
| 1-Year | 38 |
| 3-Year | 23 |
| 5-Year | 25 |
Load Adjusted Returns
| 1-Year | -0.14% |
| 3-Year | 3.35% |
| 5-Year | 9.83% |
| 10-Year | 7.12% |
Performance & Risk
| YTD Return | -1.26% |
| 5y Average Return | 11.55% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Transamerica |
| Net Assets | 1.35B |
| YTD Return | -1.98% |
| Yield | 1.65% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2022 |
Fund Summary
Under normal circumstances, the fund invests approximately 60% of its net assets in equity securities and approximately 40% of its net assets in fixed-income securities (investing at least 25% of its net assets in fixed-income senior securities being those securities that rank above another security in the event of the company’s bankruptcy or liquidation).
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