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Transamerica Large Core I3 (TLATX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.90+0.07 (+0.55%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.09%
5-year average return14.52%
Number of years up4
Number of years down2
Best 1-yr total return (2 Jul 2024)29.72%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.72%
Worst 3-yr total return7.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTLATXCategory
YTD14.83%5.31%
1-month3.21%-4.19%
3-month2.88%3.90%
1-year24.25%20.31%
3-year10.50%6.48%
5-year14.69%11.78%
10-year11.73%10.96%
Last bull market26.89%25.56%
Last bear market-15.68%-15.11%

Annual total return (%) history

Year
TLATXCategory
2024
N/AN/A
2023
25.99%22.32%
2022
-16.61%-16.96%
2021
29.72%26.07%
2020
15.65%15.83%
2019
27.08%28.78%
2018
-6.58%-6.27%
2017
N/A20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.62%2.88%N/AN/A
20237.61%8.21%-2.93%11.46%
2022-3.98%-15.68%-4.44%7.78%
20216.98%8.42%0.52%11.27%
2020-20.37%20.78%8.00%11.34%
201912.40%3.14%0.80%8.75%
2018-0.98%1.77%7.22%-13.54%
20172.57%5.33%8.81%N/A

Rank in category (by total return)

YTD38
1-month39
3-month54
1-year37
3-year14
5-year29

Load adjusted returns

1-year24.25%
3-year10.50%
5-year14.69%
10-year11.73%