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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
10.05%
5-year average return
9.63%
Number of years up
3
Number of years down
3
Best 1-yr total return (1 Jul 2024)
28.84%
Worst 1-yr total return (1 Jul 2024)
N/A
Best 3-yr total return
28.84%
Worst 3-yr total return
3.80%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
TLOTX
Category
YTD
10.26%
4.44%
1-month
0.43%
-4.04%
3-month
-0.60%
4.09%
1-year
17.21%
14.37%
3-year
8.00%
6.04%
5-year
9.83%
9.20%
10-year
7.94%
8.57%
Last bull market
23.15%
22.97%
Last bear market
-10.68%
-11.27%
Annual total return (%) history
Year
TLOTX
Category
2024
N/A
N/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/A
15.94%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.93%
-0.60%
N/A
N/A
2023
-0.07%
1.91%
-1.18%
7.57%
2022
-0.32%
-10.68%
-4.84%
13.67%
2021
11.77%
5.19%
-0.12%
9.71%
2020
-26.78%
15.05%
3.72%
13.44%
2019
11.31%
1.76%
1.13%
7.68%
2018
-2.79%
1.44%
6.13%
-12.59%
2017
4.63%
7.29%
N/A
N/A
Rank in category (by total return)
YTD
15
1-month
22
3-month
31
1-year
29
3-year
25
5-year
50
Load adjusted returns
1-year
17.21%
3-year
8.00%
5-year
9.83%
10-year
7.94%
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