TAAFX Mutual Fund

NAV$9.26

Returns Overview

1 Month
+0.32%
3 Months
+7.36%
6 Months
+5.36%
YTD
+5.12%
1 Year
+10.24%
3 Years (annualized)
+11.02%
5 Years (annualized)
+4.52%
10 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Transamerica Asset Allocation Intermediate Horizon Blended Benchmark
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+5.87%
vs Peers
-0.75%

TAAFX Mutual Fund Performance

TAAFX performance across multiple time periods: 1-month 0.32%, YTD 5.12%, 1-year 10.24%, 3-year 11.02%, 5-year 4.52%, 10-year 7.13%.

TAAFX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

TAAFX performance comparison shows side-by-side returns with another fund. TAAFX alternatives are available in the Mutual Fund Screener.