Transamerica Balanced II I3 (TBLTX)

11.57 +0.01 (+0.09%) USD  |  Aug 08 2022

TBLTX 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 August 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 Balanced II I3
12.80%
17.65%
10.35%
-0.08%
7.69%
13.81%
-3.50%
21.93%
15.71%
17.05%
-10.75%
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%
-12.24%
American Century Balanced I
11.94%
17.51%
10.02%
-2.52%
7.18%
14.27%
-3.72%
19.86%
12.82%
16.25%
-12.87%
Delaware Ivy Balanced Fund Class Y
11.51%
23.27%
7.29%
-0.41%
2.01%
11.38%
-3.34%
22.12%
14.34%
16.23%
-12.00%
Fidelity Advisor® Balanced Z
12.10%
20.20%
10.29%
0.40%
7.37%
16.51%
-4.06%
24.24%
22.57%
18.32%
-12.31%
Janus Henderson VIT Balanced Instl
13.62%
20.15%
8.51%
0.62%
4.60%
18.43%
0.68%
22.59%
14.31%
17.20%
-11.89%
As of August 05, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Transamerica Balanced II I3
5.28%
0.79%
-6.82%
-6.55%
9.71%
8.42%
8.82%
6.83%
7.38%
7.29%
S&P 500 Total Return
8.30%
0.40%
-7.17%
-5.01%
15.27%
12.85%
13.74%
9.55%
10.51%
10.10%
American Century Balanced I
5.29%
0.75%
-8.10%
-9.34%
7.00%
6.89%
7.68%
6.55%
7.49%
7.88%
Delaware Ivy Balanced Fund Class Y
5.43%
1.39%
-7.58%
-8.65%
8.82%
7.73%
7.79%
6.94%
7.96%
7.75%
Fidelity Advisor® Balanced Z
5.75%
0.09%
-7.74%
-8.13%
12.05%
9.82%
9.99%
7.37%
7.93%
8.10%
Janus Henderson VIT Balanced Instl
5.14%
1.51%
-7.66%
-7.61%
8.96%
9.32%
9.44%
8.34%
8.67%
9.71%
As of August 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 July 31, 2022