TALRX Mutual Fund

TALRX Mutual Fund

NAV$8.03
See how much of TALRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.61%
3 Months
-0.56%
6 Months
+11.54%
YTD
+7.67%
1 Year
+8.91%
3 Years (annualized)
+15.96%
5 Years (annualized)
+6.66%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Transamerica Asset Allocation Long Horizon Blended Benchmark
This Mutual Fund (YTD)
+7.67%
Peer Avg (YTD)
+6.10%
vs Peers
+1.57%

TALRX Mutual Fund Performance

TALRX performance across multiple time periods: 1-month -2.61%, YTD 7.67%, 1-year 8.91%, 3-year 15.96%, 5-year 6.66%.

TALRX returns outperform the peer average of 6.10% 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.