Transamerica Multi-Mgd Balanced A (IBALX)

29.49 +0.04 (+0.14%) USD  |  Jan 27 2023

IBALX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of January 27, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Transamerica Multi-Mgd Balanced A
17.38%
10.34%
-0.20%
7.50%
13.84%
-3.94%
21.32%
15.56%
16.57%
-16.50%
4.95%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.11%
Touchstone Balanced A
19.14%
6.91%
-0.28%
7.58%
15.68%
-2.76%
23.00%
18.75%
13.96%
-16.16%
5.80%
PGIM Balanced A
18.38%
9.67%
0.69%
7.78%
14.05%
-5.43%
19.25%
8.95%
14.39%
-16.22%
5.39%
Calvert Balanced A
17.27%
9.74%
-2.81%
7.74%
11.52%
-2.74%
23.73%
15.44%
14.32%
-15.32%
3.75%
American Funds American Balanced 529A
21.60%
8.76%
1.63%
8.49%
15.42%
-2.79%
19.11%
10.80%
15.71%
-12.14%
3.87%
As of January 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Transamerica Multi-Mgd Balanced A
5.13%
6.66%
0.06%
-6.55%
5.33%
5.75%
7.73%
7.48%
7.70%
8.66%
S&P 500 Total Return
6.42%
7.40%
2.06%
-4.35%
9.63%
9.13%
12.63%
9.95%
10.33%
9.91%
Touchstone Balanced A
6.08%
8.13%
2.19%
-6.21%
6.00%
6.52%
8.12%
7.34%
8.06%
7.78%
PGIM Balanced A
5.39%
7.89%
1.23%
-6.65%
3.18%
3.53%
6.79%
5.96%
7.03%
6.65%
Calvert Balanced A
3.76%
5.87%
0.52%
-4.91%
4.67%
6.11%
7.37%
6.22%
6.57%
7.63%
American Funds American Balanced 529A
3.76%
7.35%
2.26%
-3.78%
5.29%
5.39%
8.14%
7.29%
7.94%
10.23%
As of January 27, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of December 31, 2022