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Transamerica Large Core ESG Fund (TLAFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.810.00 (0.00%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.05%
5-year average return14.68%
Number of years up17
Number of years down6
Best 1-yr total return (25 June 2024)37.13%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return37.13%
Worst 3-yr total return6.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTLAFXCategory
YTD11.19%5.31%
1-month4.29%-4.19%
3-month3.50%3.90%
1-year28.05%20.31%
3-year9.88%6.48%
5-year15.19%11.78%
10-year11.36%10.96%
Last bull market26.81%25.56%
Last bear market-15.81%-15.11%

Annual total return (%) history

Year
TLAFXCategory
2024
N/AN/A
2023
25.77%22.32%
2022
-16.83%-16.96%
2021
29.38%26.07%
2020
15.33%15.83%
2019
26.67%28.78%
2018
-6.86%-6.27%
2017
22.62%20.44%
2016
7.79%10.37%
2015
-1.02%-1.07%
2014
14.80%10.96%
2013
37.13%31.50%
2012
16.95%14.96%
2011
3.34%-1.27%
2010
11.45%14.01%
2009
23.14%28.17%
2008
-36.88%-37.79%
2007
1.78%6.16%
2006
11.48%14.17%
2005
6.82%5.88%
2004
10.50%10.02%
2003
23.81%27.05%
2002
-22.75%-22.25%
2001
-22.84%-13.50%
2000
N/A-6.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.64%N/AN/AN/A
20237.65%8.13%-2.99%11.38%
2022-3.96%-15.81%-4.40%7.59%
20217.01%8.26%0.53%11.10%
2020-20.43%20.70%8.03%11.16%
201912.45%2.94%0.70%8.67%
2018-1.04%1.69%7.15%-13.63%
20174.51%2.51%5.26%8.74%
2016-1.20%-1.47%5.47%4.98%
20153.12%-1.09%-7.95%5.42%
20141.46%5.16%2.48%4.99%
201311.65%4.40%6.23%10.75%
201213.77%-2.86%5.99%-0.15%
20117.05%0.75%-14.32%11.83%
20104.08%-11.85%9.81%10.63%
2009-10.37%14.28%13.75%5.68%
2008-10.25%0.06%-10.59%-21.38%
20070.48%5.76%0.18%-4.39%
20063.69%-2.62%4.76%5.38%
2005-2.43%2.11%5.60%1.52%
2004-0.01%2.33%-1.51%9.65%
2003-2.91%12.54%1.67%11.46%
2002-1.00%-12.10%-18.18%8.50%
2001-20.54%6.18%-16.90%10.05%
2000-14.61%N/AN/AN/A

Rank in category (by total return)

YTD34
1-month59
3-month48
1-year38
3-year16
5-year39

Load adjusted returns

1-year28.05%
3-year9.88%
5-year15.19%
10-year11.36%