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Transamerica Capital Growth Fund (TFOIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.88+0.36 (+1.31%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.76%
5-Year Average Return3.74%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Jun 26, 2024)112.10%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return112.10%
Worst 3-Yr Total Return-16.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTFOIXCategory
YTD-4.88%12.38%
1-Month-2.01%5.09%
3-Month-9.43%10.28%
1-Year16.00%41.70%
3-Year-17.66%22.56%
5-Year3.80%21.98%
10-Year9.95%15.99%
Last Bull Market42.62%25.99%
Last Bear Market-41.18%-17.29%

Annual Total Return (%) History

Year
TFOIXCategory
2024
N/AN/A
2023
47.73%N/A
2022
-60.20%N/A
2021
-0.70%N/A
2020
112.10%35.86%
2019
21.91%31.90%
2018
6.95%-2.09%
2017
44.32%27.67%
2016
-2.85%3.23%
2015
11.89%3.60%
2014
6.02%10.00%
2013
48.96%33.92%
2012
15.28%15.34%
2011
-5.26%-2.46%
2010
28.06%15.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.26%N/AN/AN/A
202316.82%12.66%-6.61%20.20%
2022-26.93%-41.18%3.55%-10.58%
2021-2.36%14.17%-4.08%-7.14%
2020-3.99%57.94%20.99%15.61%
201918.58%7.40%-11.11%7.69%
20189.78%8.20%7.48%-16.22%
201716.47%10.13%4.69%7.47%
2016-5.67%1.47%10.39%-8.06%
20156.43%1.69%-5.83%9.78%
2014-0.60%3.64%1.72%1.18%
20135.97%6.17%17.26%12.91%
201220.65%-8.24%3.37%0.72%
20115.43%1.66%-13.81%2.56%
20106.29%-13.47%20.16%15.88%

Rank In Category (By Total Return)

YTD100
1-Month99
3-Month100
1-Year99
3-Year100
5-Year99

Load Adjusted Returns

1-Year16.00%
3-Year-17.66%
5-Year3.80%
10-Year9.95%