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Transamerica Large Cap Value I (TWQIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.08-0.01 (-0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.78%
5-year average return9.88%
Number of years up10
Number of years down3
Best 1-yr total return (27 Jun 2024)35.84%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return35.84%
Worst 3-yr total return2.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTWQIXCategory
YTD10.86%4.44%
1-month2.39%-4.04%
3-month4.25%4.09%
1-year26.21%14.37%
3-year8.15%6.04%
5-year11.44%9.20%
10-year9.32%8.57%
Last bull market27.88%22.97%
Last bear market-12.78%-11.27%

Annual total return (%) history

Year
TWQIXCategory
2024
N/AN/A
2023
13.12%11.63%
2022
-7.12%-5.90%
2021
31.09%26.22%
2020
1.32%2.91%
2019
17.98%25.04%
2018
-10.40%-8.53%
2017
12.38%15.94%
2016
21.86%14.81%
2015
2.38%-4.05%
2014
8.96%10.21%
2013
35.84%31.21%
2012
16.86%14.57%
2011
-0.96%-0.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.43%N/AN/AN/A
20230.35%5.00%-2.40%10.01%
2022-0.58%-12.78%-4.19%11.80%
202113.02%6.14%-0.22%9.51%
2020-31.82%20.27%2.83%20.15%
201913.57%0.24%-0.57%4.23%
2018-3.30%4.40%5.12%-15.57%
20172.96%2.31%3.82%2.77%
20163.25%3.49%6.36%7.22%
20152.32%1.68%-9.52%8.77%
20140.71%4.10%-0.64%4.60%
201311.64%4.94%5.21%10.21%
201210.42%-3.02%8.01%1.04%
20116.00%-1.32%-15.89%12.57%

Rank in category (by total return)

YTD10
1-month77
3-month40
1-year23
3-year20
5-year49

Load adjusted returns

1-year26.21%
3-year8.15%
5-year11.44%
10-year9.32%