Transamerica ClearTrack 2020 Fund (TCHTX)
The fund is a fund of funds – it invests in a combination of actively managed Transamerica funds (“funds”) and index-based exchange-traded funds (“ETFs”) managed by unaffiliated investment advisers. The fund seeks to achieve its objectives by investing normally in a combination of underlying funds and ETFs representing a variety of broad asset classes – including fixed income, domestic equity, foreign equity, and real estate – and investment styles and focuses.
Fund Info
US89354D6500
Mar 1, 2015
$0
Large-Cap
Blend
Expense Ratio
TCHTX has an expense ratio of 0.88%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
TCHTX
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^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of TCHTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.00% | 0.36% | 0.36% | ||||||||||
| 2024 | -0.13% | 1.33% | 1.97% | -2.84% | 2.26% | 0.91% | 2.06% | 1.89% | 1.36% | -1.95% | 2.62% | 0.49% | 10.25% |
| 2023 | 5.09% | -2.49% | 1.85% | 0.70% | -0.97% | 2.52% | 1.64% | -1.48% | -3.00% | -2.11% | 5.74% | 4.29% | 11.88% |
| 2022 | -3.36% | -1.84% | -0.31% | -5.43% | -0.11% | -5.30% | 4.90% | -2.89% | -6.53% | 2.45% | 4.78% | -2.02% | -15.27% |
| 2021 | -0.51% | 0.71% | 1.11% | 2.50% | 0.68% | 1.07% | 1.15% | 1.04% | -2.63% | 2.70% | -1.03% | 1.63% | 8.64% |
| 2020 | 0.19% | -3.23% | -9.63% | -0.00% | 0.11% | -0.00% | 0.11% | 0.43% | -0.86% | -1.42% | 6.41% | 2.45% | -6.04% |
| 2019 | 4.26% | 1.43% | 2.27% | 1.78% | -2.43% | 3.89% | 0.29% | 0.09% | 0.67% | 1.24% | 1.50% | 1.53% | 17.64% |
| 2018 | 1.86% | -3.02% | -0.28% | -0.28% | 0.95% | -0.09% | 1.50% | 1.02% | -0.37% | -4.51% | 1.06% | -3.92% | -6.16% |
| 2017 | 1.23% | 1.62% | 0.50% | 0.99% | 1.08% | 0.39% | 1.35% | 0.38% | 0.85% | 0.94% | 0.93% | 0.92% | 11.76% |
| 2016 | -3.04% | -0.54% | 3.70% | 0.63% | 0.31% | 0.83% | 2.58% | -0.10% | 0.40% | -1.80% | -0.31% | 1.29% | 3.84% |
| 2015 | -0.10% | 0.70% | -0.10% | -1.59% | 0.91% | -4.01% | -1.67% | 3.50% | -0.20% | -1.37% | -4.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 89, TCHTX is among the top 11% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Transamerica ClearTrack 2020 Fund (TCHTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Transamerica ClearTrack 2020 Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.18 | $1.70 | $0.58 | $0.01 | $0.55 | $0.67 | $0.19 | $0.13 | $0.06 |
Dividend yield | 0.00% | 0.00% | 2.35% | 24.75% | 5.74% | 0.06% | 5.26% | 7.18% | 1.76% | 1.29% | 0.60% |
Monthly Dividends
The table displays the monthly dividend distributions for Transamerica ClearTrack 2020 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.70 | $1.70 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2019 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.55 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2015 | $0.06 | $0.06 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Transamerica ClearTrack 2020 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Transamerica ClearTrack 2020 Fund was 20.62%, occurring on Oct 14, 2022. Recovery took 461 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.62% | Nov 10, 2021 | 234 | Oct 14, 2022 | 461 | Aug 16, 2024 | 695 |
| -17.73% | Feb 20, 2020 | 20 | Mar 18, 2020 | 414 | Nov 5, 2021 | 434 |
| -10.68% | Jan 29, 2018 | 229 | Dec 24, 2018 | 81 | Apr 23, 2019 | 310 |
| -10.56% | Apr 29, 2015 | 200 | Feb 11, 2016 | 253 | Feb 13, 2017 | 453 |
| -2.9% | Dec 9, 2024 | 9 | Dec 19, 2024 | 2 | Dec 23, 2024 | 11 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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