Nasdaq - Delayed Quote USD

Transamerica Capital Growth I (TFOIX)

40.80 +0.86 (+2.15%)
As of 8:06 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 47.45%
5y Average Return 13.23%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Nov 21, 2024) 112.10%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 112.10%
Worst 3Y Total Return -16.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TFOIX
Category
YTD
23.02%
12.38%
1-Month
6.78%
5.09%
3-Month
21.10%
10.28%
1-Year
63.58%
41.70%
3-Year
-14.56%
22.56%
5-Year
10.40%
21.98%
10-Year
11.89%
15.99%
Last Bull Market
42.62%
25.99%
Last Bear Market
-41.18%
-17.29%

Annual Total Return (%) History

Year
TFOIX
Category
2024
--
--
2023
47.73%
--
2022
-60.20%
--
2021
-0.70%
--
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
2024 7.26% -6.47% 14.84% --
2023 16.82% 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%
2019 18.58% 7.40% -11.11% 7.69%
2018 9.78% 8.20% 7.48% -16.22%
2017 16.47% 10.13% 4.69% 7.47%
2016 -5.67% 1.47% 10.39% -8.06%
2015 6.43% 1.69% -5.83% 9.78%

2014 -0.60% 3.64% 1.72% 1.18%
2013 5.97% 6.17% 17.26% 12.91%
2012 20.65% -8.24% 3.37% 0.72%
2011 5.43% 1.66% -13.81% 2.56%
2010 6.29% -13.47% 20.16% 15.88%

Rank in Category (By Total Return)

YTD 42
1-Month 1
3-Month 1
1-Year 1
3-Year 100
5-Year 94

Load Adjusted Returns

1-Year 63.58%
3-Year -14.56%
5-Year 10.40%
10-Year 11.89%

Performance & Risk

YTD Return 47.45%
5y Average Return 13.23%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.44
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Transamerica
Net Assets 1.32B
YTD Return 23.02%
Yield 0.00%
Morningstar Rating
Inception Date Nov 11, 2002

Fund Summary

The fund seeks long-term capital growth by investing primarily in established and emerging companies with capitalizations at the time of purchase within the range of companies included in the Russell 1000? Growth Index. It may invest up to 25% of its net assets in securities of foreign issuers, including issuers located in emerging market or developing countries, securities classified as ADRs, GDRs, ADSs or GDSs, foreign U.S. dollar denominated securities that are traded on a U.S. exchange and local shares of non-U.S. issuers.

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