TALRX Mutual Fund

NAV$8.22

Returns Overview

1 Month
+0.61%
3 Months
+12.18%
6 Months
+8.72%
YTD
+8.28%
1 Year
+15.28%
3 Years (annualized)
+14.80%
5 Years (annualized)
+6.46%

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
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 Long Horizon Blended Benchmark
This Mutual Fund (YTD)
+8.28%
Peer Avg (YTD)
+6.73%
vs Peers
+1.56%

TALRX Mutual Fund Performance

TALRX performance across multiple time periods: 1-month 0.61%, YTD 8.28%, 1-year 15.28%, 3-year 14.80%, 5-year 6.46%.

TALRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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