Transamerica Large Growth Fund (TGWFX)
The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of large cap companies and other investments with similar economic characteristics. The fund manager considers large cap companies to be companies with market capitalizations that, at the time of initial purchase, exceed the market capitalization of the smallest company included in the Russell 1000 Growth Index.
Fund Info
US89360T7569
Sep 11, 2000
$5,000
Large-Cap
Growth
Expense Ratio
TGWFX features an expense ratio of 0.90%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Transamerica Large Growth Fund had a return of 9.50% year-to-date (YTD) and 17.83% in the last 12 months.
TGWFX
9.50%
5.18%
9.67%
17.83%
2.33%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of TGWFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.53% | 9.50% | |||||||||||
| 2024 | -1.63% | 9.70% | 1.83% | -7.04% | 1.01% | 5.50% | -0.32% | 4.68% | 4.24% | 2.90% | 15.10% | -19.31% | 13.16% |
| 2023 | 12.82% | -3.06% | 5.19% | -2.68% | 7.27% | 7.91% | 5.71% | -5.31% | -5.51% | -5.23% | 13.80% | 8.49% | 43.40% |
| 2022 | -14.90% | -2.93% | -0.72% | -16.97% | -9.35% | -8.72% | 12.59% | -0.83% | -10.13% | 3.60% | 1.01% | -9.99% | -46.75% |
| 2021 | 0.00% | 3.11% | -3.47% | 5.33% | -2.14% | 8.82% | 1.39% | 2.75% | -5.90% | 7.42% | -2.30% | -23.58% | -12.22% |
| 2020 | 4.13% | -3.97% | -9.98% | 18.26% | 12.77% | 7.60% | 8.79% | 9.25% | -1.29% | -3.80% | 15.23% | -11.12% | 49.31% |
| 2019 | 10.28% | 4.40% | 2.15% | 4.69% | -7.11% | 7.15% | 1.24% | -1.84% | -0.08% | 2.11% | 6.81% | -16.70% | 10.56% |
| 2018 | 8.71% | -1.98% | -2.75% | 0.92% | 4.78% | 0.83% | 1.80% | 5.29% | 0.51% | -9.86% | 1.05% | -16.39% | -9.36% |
| 2017 | 0.30% | 2.78% | 3.38% | -0.88% | 4.06% | 1.72% | 0.49% | 4.09% | 2.47% | -3.05% | 16.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TGWFX is 26, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Transamerica Large Growth Fund (TGWFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Transamerica Large Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.06 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.05% | 0.48% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
| 2017 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.05 | $0.06 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 63.25%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Transamerica Large Growth Fund drawdown is 32.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.25% | Nov 17, 2021 | 280 | Dec 28, 2022 | — | — | — |
| -35.5% | Nov 29, 2019 | 73 | Mar 16, 2020 | 53 | Jun 1, 2020 | 126 |
| -29.73% | Oct 2, 2018 | 58 | Dec 24, 2018 | 233 | Nov 26, 2019 | 291 |
| -20.2% | Dec 21, 2020 | 99 | May 13, 2021 | 122 | Nov 4, 2021 | 221 |
| -10.94% | Oct 14, 2020 | 13 | Oct 30, 2020 | 18 | Nov 25, 2020 | 31 |
Volatility
Volatility Chart
The current Transamerica Large Growth Fund volatility is 5.32%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.