Australia markets open in 9 hours 11 minutes

Transamerica Capital Growth R6 (TCPWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.08+0.08 (+1.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.06%
5-year average return0.00%
Number of years up2
Number of years down2
Best 1-yr total return (4 July 2024)112.32%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return112.32%
Worst 3-yr total return-16.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTCPWXCategory
YTD0.38%12.38%
1-month5.50%5.09%
3-month-6.42%10.28%
1-year12.75%41.70%
3-year-19.25%22.56%
5-year3.59%21.98%
10-year9.97%15.99%
Last bull market42.78%25.99%
Last bear market-41.27%-17.29%

Annual total return (%) history

Year
TCPWXCategory
2024
N/AN/A
2023
47.92%N/A
2022
-60.21%N/A
2021
-0.62%N/A
2020
112.32%35.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.27%-6.42%N/AN/A
202316.79%12.76%-6.59%20.25%
2022-26.88%-41.27%3.67%-10.62%
2021-2.34%14.20%-4.08%-7.10%
2020-3.92%57.90%21.03%15.63%

Rank in category (by total return)

YTD99
1-month51
3-month99
1-year98
3-year100
5-year99

Load adjusted returns

1-year12.75%
3-year-19.25%
5-year3.59%
10-year9.97%