TALRX Mutual Fund

TALRX Mutual Fund

NAV$8.28
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Returns Overview

1 Month
-0.49%
3 Months
+4.39%
6 Months
+6.33%
YTD
+7.75%
1 Year
+14.15%
3 Years (annualized)
+13.20%
5 Years (annualized)
+6.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TALRX 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
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📉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)
+7.75%
Peer Avg (YTD)
+6.57%
vs Peers
+1.18%

TALRX Mutual Fund Performance

TALRX performance across multiple time periods: 1-month -0.49%, YTD 7.75%, 1-year 14.15%, 3-year 13.20%, 5-year 6.19%.

TALRX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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