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Transamerica Large Growth Class R4: (MF: TGWFX)
(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET
$12.22 USD
-0.04 (-0.33%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.85 | 54 |
| 3 months | -0.93 | 57 |
| 6 months | 8.85 | 54 |
| 1 Year | 20.46 | 44 |
| 3 Year | -6.08 | 96 |
| 5 Year | 11.88 | 46 |
| 10 Year | 12.67 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 82.67 |
| Bear Market (10/07 - 2/09) | -49.41 |
| Bull Market (2/09 - 3/21) | 830.14 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.46 |
| 5 Year | 11.87 |
| 10 Year | 12.67 |
| Since Inception | 9.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.88 | -0.93 | NA | NA |
| 2023 | 15.04 | 12.64 | -5.42 | 17.00 |
| 2022 | -17.99 | -31.30 | 0.35 | -4.50 |
| 2021 | -0.46 | 12.16 | -1.96 | 0.26 |
| 2020 | -9.98 | 43.49 | 17.32 | 14.15 |
| 2019 | 17.60 | 4.20 | -0.69 | 10.31 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.85 | 43.40 | -46.01 | 9.74 | 73.00 | 34.24 | -0.41 | 32.54 | 0.75 | 8.89 | 10.46 |
| % Total Return Rel to Index | -6.44 | 17.15 | -27.80 | -18.94 | 54.60 | 2.75 | 3.97 | 10.75 | -11.18 | 7.50 | -3.18 |
| % Total Return Rel to Peer | -1.80 | 20.40 | -26.31 | -12.31 | 53.08 | 5.82 | 6.44 | 11.86 | -7.06 | 10.49 | 2.25 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.05 | 0.01 | 0.01 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.46 | 0.16 | 0.07 | 0.13 |
| Capital Gains ($) | 0.00 | 0.00 | 0.11 | 3.81 | 2.82 | 2.47 | 1.03 | 0.44 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.91 | 0.90 | 0.90 | 0.90 | 0.90 | 0.90 | 0.90 | 0.88 | 0.90 | 0.90 |
* 1 = Top 20%, 5 = Bottom 20%