TALFX Mutual Fund

TALFX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
-0.62%
3 Months
+4.31%
6 Months
+6.31%
YTD
+7.86%
1 Year
+14.40%
3 Years (annualized)
+14.04%
5 Years (annualized)
+6.76%
10 Years (annualized)
+10.32%

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)
+7.86%
Peer Avg (YTD)
+6.57%
vs Peers
+1.29%

TALFX Mutual Fund Performance

TALFX performance across multiple time periods: 1-month -0.62%, YTD 7.86%, 1-year 14.40%, 3-year 14.04%, 5-year 6.76%, 10-year 10.32%.

TALFX returns outperform the peer average of 6.57% 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.