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Transamerica Large Growth I3 (TGWTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.09+0.09 (+0.69%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.26%
5-year average return12.08%
Number of years up4
Number of years down2
Best 1-yr total return (1 Jul 2024)73.40%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return73.40%
Worst 3-yr total return-5.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTGWTXCategory
YTD9.08%12.38%
1-month5.58%5.09%
3-month-0.85%10.28%
1-year20.75%41.70%
3-year-5.88%22.56%
5-year12.12%21.98%
10-year12.85%15.99%
Last bull market35.81%25.99%
Last bear market-31.35%-17.29%

Annual total return (%) history

Year
TGWTXCategory
2024
N/AN/A
2023
43.61%N/A
2022
-45.89%N/A
2021
9.97%N/A
2020
73.40%35.86%
2019
34.46%31.90%
2018
-0.22%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.01%-0.85%N/AN/A
202315.10%12.70%-5.35%16.96%
2022-17.88%-31.35%0.46%-4.45%
2021-0.34%12.19%-1.95%0.31%
2020-9.87%43.62%17.37%14.13%
201917.62%4.29%-0.62%10.30%
20183.73%6.60%7.81%-16.30%
20175.41%6.45%7.45%N/A

Rank in category (by total return)

YTD90
1-month49
3-month94
1-year85
3-year97
5-year82

Load adjusted returns

1-year20.75%
3-year-5.88%
5-year12.12%
10-year12.85%