Transamerica Multi-Mgd Balanced C (IBLLX)

28.52 +0.08 (+0.28%) USD  |  Jul 05 2022

IBLLX 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 July 05, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Transamerica Multi-Mgd Balanced C
11.34%
16.70%
9.59%
-0.90%
6.74%
12.94%
-4.68%
20.42%
14.67%
15.69%
-15.75%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.97%
1919 Socially Responsive Balanced C
9.37%
17.50%
7.90%
-2.82%
5.02%
15.47%
-1.95%
23.78%
19.77%
16.46%
-19.10%
American Funds American Balanced 529C
13.19%
20.68%
7.90%
0.88%
7.63%
14.55%
-3.54%
18.27%
9.97%
14.86%
-13.67%
Fidelity Advisor® Balanced C
11.56%
19.23%
9.04%
-0.76%
6.15%
15.23%
-5.13%
22.81%
21.16%
17.00%
-17.55%
JHancock Balanced C
14.51%
18.65%
7.49%
-2.60%
7.33%
13.09%
-5.63%
20.42%
15.21%
13.68%
-16.26%
As of July 05, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Transamerica Multi-Mgd Balanced C
-4.28%
-10.72%
-14.75%
-10.99%
5.83%
6.44%
7.41%
6.10%
6.49%
7.97%
S&P 500 Total Return
-6.62%
-14.98%
-17.85%
-10.67%
10.43%
11.49%
13.05%
8.52%
9.15%
9.86%
1919 Socially Responsive Balanced C
-3.57%
-12.18%
-17.11%
-13.22%
6.23%
8.33%
7.81%
5.60%
5.75%
7.12%
American Funds American Balanced 529C
-5.58%
-9.57%
-12.70%
-9.55%
5.01%
6.03%
7.82%
5.75%
6.49%
9.40%
Fidelity Advisor® Balanced C
-5.01%
-12.61%
-16.34%
-13.45%
7.64%
7.72%
8.38%
5.68%
6.43%
7.21%
JHancock Balanced C
-5.25%
-10.98%
-15.00%
-12.46%
4.79%
5.89%
7.13%
5.71%
6.88%
6.37%
As of July 05, 2022. 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 June 30, 2022