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Transamerica Large Value Opps I3 (TLOTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.55+0.01 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.05%
5-year average return9.63%
Number of years up3
Number of years down3
Best 1-yr total return (1 Jul 2024)28.84%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return28.84%
Worst 3-yr total return3.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTLOTXCategory
YTD10.26%4.44%
1-month0.43%-4.04%
3-month-0.60%4.09%
1-year17.21%14.37%
3-year8.00%6.04%
5-year9.83%9.20%
10-year7.94%8.57%
Last bull market23.15%22.97%
Last bear market-10.68%-11.27%

Annual total return (%) history

Year
TLOTXCategory
2024
N/AN/A
2023
8.25%11.63%
2022
-3.70%-5.90%
2021
28.84%26.22%
2020
-0.88%2.91%
2019
23.35%25.04%
2018
-8.53%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.93%-0.60%N/AN/A
2023-0.07%1.91%-1.18%7.57%
2022-0.32%-10.68%-4.84%13.67%
202111.77%5.19%-0.12%9.71%
2020-26.78%15.05%3.72%13.44%
201911.31%1.76%1.13%7.68%
2018-2.79%1.44%6.13%-12.59%
20174.63%7.29%N/AN/A

Rank in category (by total return)

YTD15
1-month22
3-month31
1-year29
3-year25
5-year50

Load adjusted returns

1-year17.21%
3-year8.00%
5-year9.83%
10-year7.94%