TALFX Mutual Fund

TALFX Mutual Fund

NAV$8.12
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Returns Overview

1 Month
+0.25%
3 Months
+0.24%
6 Months
+4.56%
YTD
+8.13%
1 Year
+9.13%
3 Years (annualized)
+18.08%
5 Years (annualized)
+5.92%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TALFX 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 Long Horizon Blended Benchmark
This Mutual Fund (YTD)
+8.13%
Peer Avg (YTD)
+6.22%
vs Peers
+1.91%

TALFX Mutual Fund Performance

TALFX performance across multiple time periods: 1-month 0.25%, YTD 8.13%, 1-year 9.13%, 3-year 18.08%, 5-year 5.92%, 10-year 11.02%.

TALFX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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