TAAFX Mutual Fund

TAAFX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
-2.43%
3 Months
-1.36%
6 Months
+5.90%
YTD
+3.68%
1 Year
+4.58%
3 Years (annualized)
+11.31%
5 Years (annualized)
+4.33%
10 Years (annualized)
+6.93%

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)
+3.68%
Peer Avg (YTD)
+4.97%
vs Peers
-1.28%

TAAFX Mutual Fund Performance

TAAFX performance across multiple time periods: 1-month -2.43%, YTD 3.68%, 1-year 4.58%, 3-year 11.31%, 5-year 4.33%, 10-year 6.93%.

TAAFX returns trail the peer average of 4.97% 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.