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Nasdaq - Delayed Quote USD

Transamerica Asset Alloc Short Hrzn R4 (TSHFX)

8.34
-0.01
(-0.12%)
At close: 8:02:18 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.86%
5y Average Return 2.33%
Number of Years Up 20
Number of Years Down 4
Best 1Y Total Return (Apr 30, 2025) 9.74%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 9.74%
Worst 3Y Total Return -1.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TSHFX
Category
YTD
1.62%
-0.61%
1-Month
-0.67%
0.77%
3-Month
1.62%
1.99%
1-Year
5.05%
3.06%
3-Year
1.59%
5.69%
5-Year
3.00%
3.75%
10-Year
2.55%
3.84%
Last Bull Market
7.48%
4.61%
Last Bear Market
-6.56%
1.87%

Annual Total Return (%) History

Year
TSHFX
Category
2025
--
--
2024
4.34%
--
2023
7.43%
--
2022
-12.32%
--
2021
2.59%
--
2020
8.41%
8.06%
2019
9.74%
8.94%
2018
-1.62%
-0.61%

2017
5.20%
4.27%
2016
4.48%
3.86%
2015
-0.72%
-0.45%
2014
4.07%
5.42%
2013
1.67%
-0.90%
2012
8.27%
7.76%
2011
5.02%
6.27%
2010
8.68%
8.51%
2009
16.67%
15.12%
2008
-9.21%
-3.86%
2007
5.46%
5.62%
2006
5.48%
4.48%
2005
2.66%
2.09%
2004
4.67%
4.59%
2003
6.95%
6.32%
2002
4.11%
8.44%
2001
5.78%
7.84%
2000
--
10.08%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.62% -- -- --
2024 0.93% 0.22% 4.63% -1.41%
2023 2.95% 0.25% -1.97% 6.18%
2022 -4.75% -6.56% -3.70% 2.31%
2021 -1.04% 2.61% 0.12% 0.90%
2020 -4.19% 6.90% 2.32% 3.45%
2019 4.15% 2.37% 1.46% 1.44%
2018 -1.13% 0.48% 0.60% -1.55%
2017 1.62% 1.22% 1.18% 1.08%
2016 2.09% 1.80% 1.70% -1.15%

2015 1.71% -0.95% -1.31% -0.14%
2014 1.86% 2.27% -0.87% 0.78%
2013 1.20% -2.33% 1.66% 1.19%
2012 2.87% 1.03% 3.06% 1.08%
2011 1.75% 1.48% -0.86% 2.59%
2010 2.53% 1.12% 3.98% 0.82%
2009 0.31% 6.88% 6.49% 2.19%
2008 0.09% -0.48% -4.81% -4.24%
2007 1.45% 0.28% 2.26% 1.37%
2006 0.60% 0.04% 2.88% 1.87%
2005 -0.66% 2.03% 0.49% 0.79%
2004 1.73% -1.17% 1.92% 2.16%
2003 0.83% 3.40% 0.72% 1.85%
2002 0.55% 0.91% 0.09% 2.52%
2001 2.12% 0.61% 1.38% 1.56%
2000 2.60% -- -- --

Rank in Category (By Total Return)

YTD 95
1-Month 99
3-Month 95
1-Year 62
3-Year 19
5-Year 5

Load Adjusted Returns

1-Year 5.05%
3-Year 1.59%
5-Year 3.00%
10-Year 2.55%

Performance & Risk

YTD Return 1.86%
5y Average Return 2.33%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Transamerica
Net Assets 6.81M
YTD Return 1.62%
Yield 13.18%
Morningstar Rating
Inception Date May 19, 2017

Fund Summary

The fund invests in a combination of Transamerica Funds ("underlying funds"). It may allocate assets within the following parameters: 89.8% of assets in bond funds, 10% in stock funds, and 0.2% in a money-market fund.

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