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Transamerica Large Cap Value R6 (TALCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.02-0.02 (-0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.88%
5-year average return9.61%
Number of years up6
Number of years down2
Best 1-yr total return (4 Jul 2024)31.18%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return31.18%
Worst 3-yr total return2.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTALCXCategory
YTD10.88%4.44%
1-month0.02%-4.04%
3-month-1.39%4.09%
1-year18.95%14.37%
3-year8.36%6.04%
5-year9.89%9.20%
10-year9.12%8.57%
Last bull market27.88%22.97%
Last bear market-12.85%-11.27%

Annual total return (%) history

Year
TALCXCategory
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
17.96%25.04%
2018
-10.23%-8.53%
2017
12.49%15.94%
2016
22.09%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.43%-1.39%N/AN/A
20230.37%5.04%-2.46%9.99%
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%
201913.50%0.27%-0.56%4.24%
2018-3.28%4.43%5.15%-15.47%
20172.98%2.33%3.84%2.80%
20163.27%3.60%6.39%7.25%
2015-9.51%8.70%N/AN/A

Rank in category (by total return)

YTD11
1-month30
3-month47
1-year18
3-year19
5-year49

Load adjusted returns

1-year18.95%
3-year8.36%
5-year9.89%
10-year9.12%