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Transamerica Large Core ESG I3 (TLATX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.94+0.04 (+0.31%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.45%
5-Year Average Return14.63%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jul 4, 2024)29.72%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return29.72%
Worst 3-Yr Total Return7.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTLATXCategory
YTD14.83%5.31%
1-Month3.21%-4.19%
3-Month2.88%3.90%
1-Year24.25%20.31%
3-Year10.50%6.48%
5-Year14.69%11.78%
10-Year11.73%10.96%
Last Bull Market26.89%25.56%
Last Bear Market-15.68%-15.11%

Annual Total Return (%) History

Year
TLATXCategory
2024
N/AN/A
2023
25.99%22.32%
2022
-16.61%-16.96%
2021
29.72%26.07%
2020
15.65%15.83%
2019
27.08%28.78%
2018
-6.58%-6.27%
2017
N/A20.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.62%2.88%N/AN/A
20237.61%8.21%-2.93%11.46%
2022-3.98%-15.68%-4.44%7.78%
20216.98%8.42%0.52%11.27%
2020-20.37%20.78%8.00%11.34%
201912.40%3.14%0.80%8.75%
2018-0.98%1.77%7.22%-13.54%
20172.57%5.33%8.81%N/A

Rank In Category (By Total Return)

YTD38
1-Month39
3-Month54
1-Year37
3-Year14
5-Year29

Load Adjusted Returns

1-Year24.25%
3-Year10.50%
5-Year14.69%
10-Year11.73%