Transamerica Large Growth Fund (TGWFX)

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The chart shows the growth of an initial investment of $10,000 in Transamerica Large Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Transamerica Large Growth Fund (TGWFX) has returned -15.71% so far this year and 12.98% over the past 12 months. Looking at the last ten years, TGWFX has achieved an annualized return of 14.06%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Aug 3, 2012, TGWFX's average daily return is +0.07%, while the average monthly return is +1.26%. At this rate, your investment would double in approximately 4.6 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +18.3%, while the worst month was Apr 2022 at -17.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.

On a daily basis, TGWFX closed higher 52% of trading days. The best single day was Feb 6, 2014 with a return of +36.4%, while the worst single day was May 21, 2014 at -25.0%.

Transamerica Large Growth Fund has an annualized alpha of 2.78%, beta of 1.18, and R² of 0.44 versus S&P 500 Index. Calculated based on daily prices since August 06, 2012.

• This fund captured 118.04% of S&P 500 Index gains and 109.21% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.44 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

TGWFX has an expense ratio of 0.90%, placing it in the medium range.

TGWFX ranks 15 for risk / return — in the bottom 15% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Transamerica Large Growth Fund (TGWFX) and compare them to a chosen benchmark (S&P 500 Index).

Transamerica Large Growth Fund provided a 44.30% dividend yield over the last twelve months, with an annual payout of $4.28 per share.

The table displays the monthly dividend distributions for Transamerica Large Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Transamerica Large Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Transamerica Large Growth Fund was 56.40%, occurring on Dec 28, 2022. Recovery took 638 trading sessions.

The current Transamerica Large Growth Fund drawdown is 21.19%.

The chart below shows the rolling one-month volatility.