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Transamerica Large Cap Value Fund (TWQZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.01+0.05 (+0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.40%
5-year average return9.64%
Number of years up10
Number of years down3
Best 1-yr total return (30 Jun 2024)35.87%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return35.87%
Worst 3-yr total return2.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTWQZXCategory
YTD10.86%4.44%
1-month2.33%-4.04%
3-month4.22%4.09%
1-year26.16%14.37%
3-year8.11%6.04%
5-year11.41%9.20%
10-year9.37%8.57%
Last bull market27.88%22.97%
Last bear market-12.85%-11.27%

Annual total return (%) history

Year
TWQZXCategory
2024
N/AN/A
2023
13.11%11.63%
2022
-7.22%-5.90%
2021
31.18%26.22%
2020
1.27%2.91%
2019
18.08%25.04%
2018
-10.32%-8.53%
2017
12.49%15.94%
2016
21.97%14.81%
2015
2.48%-4.05%
2014
9.10%10.21%
2013
35.87%31.21%
2012
16.97%14.57%
2011
-0.79%-0.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.43%N/AN/AN/A
20230.37%5.04%-2.46%10.00%
2022-0.56%-12.85%-4.26%11.83%
202113.07%6.10%-0.12%9.47%
2020-31.84%20.30%2.95%19.97%
201913.61%0.27%-0.56%4.24%
2018-3.28%4.43%5.15%-15.56%
20172.98%2.33%3.84%2.80%
20163.27%3.51%6.39%7.25%
20152.34%1.70%-9.51%8.80%
20140.73%4.13%-0.60%4.64%
201311.58%5.04%5.16%10.25%
201210.42%-3.00%7.95%1.16%
20116.03%-1.27%-15.84%12.62%

Rank in category (by total return)

YTD11
1-month79
3-month41
1-year23
3-year20
5-year50

Load adjusted returns

1-year26.16%
3-year8.11%
5-year11.41%
10-year9.37%