TCTOX Performance — Transamerica ClearTrack(R) 2055, Class R1
Data updated: 2025-03-27
TCTOX returned +23.76% over one year to Nov 2024. Annualised returns are +5.57% over 3 years and +9.80% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $118, against $115 for the category, and to $124 over one year, against $120. Volatility over the past three years was 16.66% a year. In the 12 months to Jan 2025 the fund took in a net $4.4M, and assets reached $7.24M.
TCTOX Growth of $100
What $100 invested in Transamerica ClearTrack(R) 2055 grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | TCTOX | Category average |
|---|---|---|
| 1 year (Dec 2023 – Nov 2024) | $124 | $120 |
| 3 years (Dec 2021 – Nov 2024) | $118 | $115 |
| 5 years (Dec 2019 – Nov 2024) | $160 | $146 |
| Since data start (Aug 2019 – Nov 2024) | $168 | $151 |
TCTOX Trailing Returns
Total returns to Nov 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +23.76% |
| 3 years (annualised) | +5.57% |
| 5 years (annualised) | +9.80% |
TCTOX Annual Returns
Calendar-year total returns of Transamerica ClearTrack(R) 2055, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Nov) | +17.32% |
| 2023 | +19.33% |
| 2022 | −18.80% |
| 2021 | +18.06% |
| 2020 | +15.69% |
| 2019 (Aug–Dec) | +8.24% |
TCTOX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | −0.3% | +4.2% | +3.2% | −3.8% | +3.6% | +1.1% | +2.2% | +2.5% | +1.7% | −2.3% | +4.4% | — |
| 2023 | +7.5% | −3.0% | +2.0% | +1.1% | −1.4% | +5.4% | +3.3% | −2.8% | −4.2% | −3.3% | +8.8% | +5.5% |
| 2022 | −5.2% | −2.6% | +1.1% | −8.2% | −0.2% | −8.2% | +7.0% | −3.9% | −9.3% | +6.0% | +9.1% | −4.2% |
| 2021 | −0.5% | +2.5% | +2.8% | +4.1% | +1.2% | +1.4% | +1.0% | +2.2% | −4.1% | +5.1% | −2.2% | +3.5% |
| 2020 | −0.9% | −7.1% | −13.5% | +10.6% | +4.7% | +2.6% | +4.8% | +5.7% | −2.9% | −2.4% | +11.6% | +4.3% |
| 2019 | — | — | — | — | — | — | — | −1.7% | +1.9% | +2.4% | +2.7% | +2.8% |
TCTOX Risk
Risk measures from monthly returns over Dec 2021 – Nov 2024.
- 3-year volatility (annualised): 16.66%
- 3-year Sharpe ratio: 0.06 (vs 4.5% risk-free rate)
- Best month: +9.11% (Nov 2022)
- Worst month: −9.33% (Sep 2022)
TCTOX Fund Flows
Monthly money in and out of Transamerica ClearTrack(R) 2055, from SEC Form N-PORT.
- 12-month net flow: $4.4M
- 12-month gross sales (incl. reinvestments): $5.8M
- Sales ÷ redemptions: 4.10×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jan 2025 | $354K | $92K | $261K |
| Dec 2024 | $2.7M | $707K | $2.0M |
| Nov 2024 | $448K | $29K | $420K |
| Oct 2024 | $645K | $100K | $545K |
| Sep 2024 | $277K | $48K | $229K |
| Aug 2024 | $283K | $31K | $252K |
| Jul 2024 | $184K | $56K | $128K |
| Jun 2024 | $101K | $33K | $68K |
| May 2024 | $187K | $86K | $101K |
| Apr 2024 | $270K | $156K | $114K |
| Mar 2024 | $312K | $62K | $250K |
| Feb 2024 | $29K | $15K | $14K |
TCTOX Assets Under Management
Net assets of Transamerica ClearTrack(R) 2055 by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2025-01-31 | $7.24M |
| 2024-10-31 | $4.36M |
| 2024-07-31 | $3.27M |
| 2024-04-30 | $2.77M |
| 2024-01-31 | $2.32M |
| 2023-10-31 | $1.67M |
| 2023-07-31 | $1.54M |
| 2023-04-30 | $1.19M |
| 2023-01-31 | $1.11M |
| 2022-10-31 | $954.16K |
| 2022-07-31 | $933.99K |
| 2022-04-30 | $912.87K |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.