Transamerica Asset Allocation Short Horizon (TSHFX)
The fund invests in a combination of Transamerica Funds ("underlying funds"). It may allocate assets within the following parameters: 89.8% of assets in bond funds, 10% in stock funds, and 0.2% in a money-market fund.
Fund Info
US89360T6082
Sep 11, 2000
$5,000
Expense Ratio
TSHFX features an expense ratio of 0.83%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Transamerica Asset Allocation Short Horizon, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Transamerica Asset Allocation Short Horizon had a return of 1.57% year-to-date (YTD) and 6.58% in the last 12 months.
TSHFX
1.57%
1.08%
1.41%
6.58%
0.59%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of TSHFX, 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 | 1.09% | 1.57% | |||||||||||
| 2024 | -0.11% | -0.11% | 1.15% | -2.33% | 1.59% | 1.00% | 1.78% | 1.53% | 1.25% | -1.50% | 1.63% | -1.50% | 4.34% |
| 2023 | 3.12% | -1.79% | 1.66% | 0.45% | -0.79% | 0.59% | 0.80% | -0.79% | -1.96% | -1.40% | 4.03% | 3.51% | 7.42% |
| 2022 | -2.42% | -0.79% | -1.62% | -3.57% | -0.11% | -3.00% | 3.19% | -2.24% | -4.54% | 0.46% | 2.64% | -2.28% | -13.65% |
| 2021 | -0.28% | -0.56% | -0.20% | 1.24% | 0.56% | 0.79% | 0.93% | 0.18% | -0.99% | 0.66% | -0.19% | -2.20% | -0.11% |
| 2020 | 1.27% | 0.00% | -5.39% | 3.58% | 1.78% | 1.40% | 2.21% | 0.47% | -0.36% | -0.47% | 2.85% | -0.25% | 7.00% |
| 2019 | 2.18% | 0.61% | 1.31% | 0.50% | 0.20% | 1.66% | 0.29% | 1.38% | -0.20% | 0.49% | 0.58% | -0.16% | 9.18% |
| 2018 | -0.10% | -1.29% | 0.25% | -0.20% | 0.70% | -0.02% | 0.30% | 0.70% | -0.41% | -1.61% | 0.20% | -0.41% | -1.88% |
| 2017 | 0.30% | -0.07% | 0.70% | 0.50% | -0.02% | 0.40% | 0.20% | 0.49% | 2.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TSHFX is 34, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Transamerica Asset Allocation Short Horizon (TSHFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Transamerica Asset Allocation Short Horizon provided a 13.21% dividend yield over the last twelve months, with an annual payout of $1.11 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.11 | $1.11 | $0.31 | $0.29 | $0.30 | $0.31 | $0.25 | $0.29 | $0.14 |
Dividend yield | 13.21% | 13.41% | 3.47% | 3.30% | 2.93% | 2.90% | 2.44% | 3.03% | 1.38% |
Monthly Dividends
The table displays the monthly dividend distributions for Transamerica Asset Allocation Short Horizon. 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 | $0.06 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.93 | $1.11 |
| 2023 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.31 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.29 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.15 | $0.30 |
| 2020 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.15 | $0.31 |
| 2019 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.25 |
| 2018 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.11 | $0.29 |
| 2017 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.14 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Transamerica Asset Allocation Short Horizon. 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 Asset Allocation Short Horizon was 18.05%, occurring on Oct 20, 2022. Recovery took 550 trading sessions.
The current Transamerica Asset Allocation Short Horizon drawdown is 8.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.05% | Nov 10, 2021 | 238 | Oct 20, 2022 | 550 | Dec 30, 2024 | 788 |
| -10.66% | Dec 31, 2024 | 7 | Jan 10, 2025 | — | — | — |
| -10.48% | Mar 9, 2020 | 10 | Mar 20, 2020 | 54 | Jun 8, 2020 | 64 |
| -2.81% | Aug 31, 2018 | 79 | Dec 24, 2018 | 33 | Feb 12, 2019 | 112 |
| -2.37% | Dec 30, 2020 | 46 | Mar 8, 2021 | 65 | Jun 9, 2021 | 111 |
Volatility
Volatility Chart
The current Transamerica Asset Allocation Short Horizon volatility is 1.10%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.