TAAFX Mutual Fund

TAAFX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
-0.77%
3 Months
+2.23%
6 Months
+3.36%
YTD
+4.31%
1 Year
+9.07%
3 Years (annualized)
+9.88%
5 Years (annualized)
+4.17%
10 Years (annualized)
+6.94%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Transamerica Asset Allocation Intermediate Horizon Blended Benchmark
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+5.54%
vs Peers
-1.23%

TAAFX Mutual Fund Performance

TAAFX performance across multiple time periods: 1-month -0.77%, YTD 4.31%, 1-year 9.07%, 3-year 9.88%, 5-year 4.17%, 10-year 6.94%.

TAAFX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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