Back to top
Transamerica Us Growth Class T: (MF: TWMTX)
(NASDAQ Mutual Funds) As of Jun 6, 2024 08:00 PM ET
$114.55 USD
+0.13 (0.11%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.03 | 15 |
| 3 months | 4.68 | 32 |
| 6 months | 25.19 | 19 |
| 1 Year | 32.62 | 11 |
| 3 Year | 5.63 | 39 |
| 5 Year | 14.28 | 10 |
| 10 Year | 13.93 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 29.73 |
| 5 Year | 14.74 |
| 10 Year | 13.34 |
| Since Inception | 13.64 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.45 | NA | NA | NA |
| 2023 | 14.29 | 13.27 | -4.32 | 14.48 |
| 2022 | -9.97 | -21.89 | -3.97 | 1.55 |
| 2021 | 1.27 | 10.04 | 0.30 | 7.87 |
| 2020 | -15.49 | 27.76 | 12.96 | 11.75 |
| 2019 | 17.56 | 5.45 | 0.95 | 11.80 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.03 | 41.79 | -31.43 | 20.60 | 36.29 | 39.93 | 0.04 | 24.06 | 2.70 | 6.76 | 10.95 |
| % Total Return Rel to Index | 1.98 | 15.55 | -13.22 | -8.08 | 17.89 | 8.44 | 4.44 | 2.27 | -9.23 | 5.38 | -2.69 |
| % Total Return Rel to Peer | 3.19 | 18.79 | -11.73 | -1.45 | 16.37 | 11.50 | 6.90 | 3.39 | -5.11 | 8.36 | 2.74 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.04 | 0.07 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.09 | 0.16 |
| Capital Gains ($) | 0.00 | 0.95 | 0.87 | 3.92 | 2.67 | 1.84 | 2.14 | 0.00 | 0.37 | 0.41 | 3.70 |
| Expense Ratio | 0.00 | 0.73 | 0.72 | 0.70 | 0.75 | 0.80 | 0.81 | 0.82 | 0.80 | 0.82 | 0.87 |
* 1 = Top 20%, 5 = Bottom 20%