NasdaqGM - Delayed Quote • USD
Transamerica Large Growth Fund (0P000181YW)
At close: April 5 at 4:00 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 73.40% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 6.62% |
| 5y Average Return | 12.17% |
| Rank in Category (ytd) | 73 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P000181YW | Category Average | 0P000181YW | Category Average | 0P000181YW | Category Average | |
| Alpha | -13.51 | 0.03 | -2.61 | 0.04 | -0.74 | 0.01 |
| BETA | 1.28 | 0.01 | 1.19 | 0.01 | 1.17 | 0.01 |
| Mean Annual Return | 0.13 | 0.02 | 1.32 | 0.02 | 1.22 | 0.01 |
| R-squared | 71.03 | 0.89 | 71.93 | 0.87 | 74.92 | 0.87 |
| Standard Deviation | 26.7 | 0.2 | 25.85 | 0.16 | 20.52 | 0.15 |
| Sharpe Ratio | -0.05 | 0.01 | 0.53 | 0.01 | 0.64 | 0.01 |
| Treynor Ratio | -3.83 | 0.21 | 9.3 | 0.21 | 10.15 | 0.15 |
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