TSHFX Performance — Transamerica Asset Allocation Short Horizon, Class R4
Data updated: 2026-09-28
TSHFX returned +0.89% year to date and +4.00% over one year to Jul 2026. Annualised returns are +5.32% over 3 years and +1.30% over 5 years. The fund trailed its US Multi-Cap Blend category average: $100 invested three years ago grew to $117, against $139 for the category, and to $104 over one year, against $114. Volatility over the past three years was 4.91% a year. In the 12 months to Jul 2026 the fund lost a net $1.1M, and assets reached $5.56M.
TSHFX Growth of $100
What $100 invested in Transamerica Asset Allocation Short Horizon grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | TSHFX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $104 | $114 |
| 3 years (Aug 2023 – Jul 2026) | $117 | $139 |
| 5 years (Aug 2021 – Jul 2026) | $107 | $135 |
| Since data start (Aug 2019 – Jul 2026) | $122 | $172 |
TSHFX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +0.89% |
| 1 year | +4.00% |
| 3 years (annualised) | +5.32% |
| 5 years (annualised) | +1.30% |
TSHFX Annual Returns
Calendar-year total returns of Transamerica Asset Allocation Short Horizon, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +0.89% |
| 2025 | +7.47% |
| 2024 | +4.33% |
| 2023 | +7.45% |
| 2022 | −12.32% |
| 2021 | +2.59% |
| 2020 | +8.43% |
| 2019 (Aug–Dec) | +2.62% |
TSHFX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.5% | +1.1% | −2.0% | +1.3% | +0.8% | +0.2% | −0.9% | — | — | — | — | — |
| 2025 | +1.1% | +1.2% | −0.7% | +0.2% | +0.6% | +1.6% | +0.1% | +1.3% | +1.0% | +0.4% | +0.4% | 0.0% |
| 2024 | −0.1% | −0.1% | +1.1% | −2.3% | +1.6% | +1.0% | +1.8% | +1.5% | +1.2% | −1.5% | +1.6% | −1.5% |
| 2023 | +3.1% | −1.8% | +1.7% | +0.4% | −0.8% | +0.6% | +0.8% | −0.8% | −2.0% | −1.4% | +4.0% | +3.5% |
| 2022 | −2.4% | −0.8% | −1.6% | −3.6% | −0.1% | −3.0% | +3.2% | −2.2% | −4.5% | +0.5% | +2.6% | −0.8% |
| 2021 | −0.3% | −0.6% | −0.2% | +1.2% | +0.6% | +0.8% | +0.9% | +0.2% | −1.0% | +0.7% | −0.2% | +0.4% |
| 2020 | +1.3% | 0.0% | −5.4% | +3.6% | +1.8% | +1.4% | +2.2% | +0.5% | −0.4% | −0.5% | +2.9% | +1.1% |
| 2019 | — | — | — | — | — | — | — | +1.4% | −0.2% | +0.5% | +0.6% | +0.4% |
TSHFX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 4.91%
- 3-year Sharpe ratio: 0.17 (vs 4.5% risk-free rate)
- Best month: +4.03% (Nov 2023)
- Worst month: −2.33% (Apr 2024)
TSHFX Fund Flows
Monthly money in and out of Transamerica Asset Allocation Short Horizon, from SEC Form N-PORT.
- 12-month net flow: −$1.1M
- 12-month gross sales (incl. reinvestments): $454K
- Sales ÷ redemptions: 0.29×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $47K | $92K | −$45K |
| Jun 2026 | $60K | $605K | −$545K |
| May 2026 | $2K | $20K | −$18K |
| Apr 2026 | $101K | $14K | $87K |
| Mar 2026 | $31K | $32K | −$2K |
| Feb 2026 | $11K | $86K | −$75K |
| Jan 2026 | $16K | $72K | −$56K |
| Dec 2025 | $81K | $306K | −$224K |
| Nov 2025 | $2K | $51K | −$49K |
| Oct 2025 | $22K | $209K | −$187K |
| Sep 2025 | $79K | $53K | $26K |
| Aug 2025 | $2K | $15K | −$13K |
TSHFX Assets Under Management
Net assets of Transamerica Asset Allocation Short Horizon by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $5.56M |
| 2026-04-30 | $6.21M |
| 2026-01-31 | $6.20M |
| 2025-10-31 | $6.57M |
| 2025-07-31 | $6.63M |
| 2025-04-30 | $6.72M |
| 2025-01-31 | $6.90M |
| 2024-10-31 | $72.46M |
| 2024-07-31 | $74.98M |
| 2024-04-30 | $73.80M |
| 2024-01-31 | $77.61M |
| 2023-10-31 | $74.80M |
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.