Singapore markets close in 4 hours 55 minutes

Transamerica Large Cap Value Fund (TWQCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.81-0.02 (-0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.26%
5-year average return8.38%
Number of years up10
Number of years down3
Best 1-yr total return (4 Jul 2024)34.54%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return34.54%
Worst 3-yr total return1.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTWQCXCategory
YTD10.18%4.44%
1-month-0.12%-4.04%
3-month-1.69%4.09%
1-year17.55%14.37%
3-year7.14%6.04%
5-year8.62%9.20%
10-year7.89%8.57%
Last bull market27.25%22.97%
Last bear market-13.10%-11.27%

Annual total return (%) history

Year
TWQCXCategory
2024
N/AN/A
2023
11.80%11.63%
2022
-8.18%-5.90%
2021
29.71%26.22%
2020
0.07%2.91%
2019
16.72%25.04%
2018
-11.29%-8.53%
2017
11.31%15.94%
2016
20.60%14.81%
2015
1.37%-4.05%
2014
7.79%10.21%
2013
34.54%31.21%
2012
15.63%14.57%
2011
-1.91%-0.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.07%-1.69%N/AN/A
20230.08%4.71%-2.79%9.75%
2022-0.83%-13.10%-4.46%11.50%
202112.81%5.76%-0.38%9.14%
2020-32.00%19.87%2.64%19.63%
201913.26%0.07%-0.95%3.97%
2018-3.51%4.10%4.84%-15.77%
20172.81%2.00%3.60%2.46%
20162.94%3.28%6.09%6.92%
20152.10%1.44%-9.75%8.46%
20140.41%3.87%-0.89%4.28%
201311.33%4.77%4.93%9.92%
201210.19%-3.34%7.68%0.82%
20115.80%-1.58%-16.13%12.32%

Rank in category (by total return)

YTD15
1-month33
3-month53
1-year26
3-year40
5-year76

Load adjusted returns

1-year16.55%
3-year7.14%
5-year8.62%
10-year7.89%