Nasdaq - Delayed Quote USD

Transamerica Sustainable Equity Inc A (TDFAX)

8.20
-0.01
(-0.12%)
At close: 8:02:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.86%
5y Average Return 8.94%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Jun 3, 2025) 23.23%
Worst 1Y Total Return (Jun 3, 2025) --
Best 3Y Total Return 23.23%
Worst 3Y Total Return -0.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TDFAX
Category
YTD
-1.46%
4.44%
1-Month
-2.14%
-4.04%
3-Month
-4.70%
4.09%
1-Year
8.91%
14.37%
3-Year
6.20%
6.04%
5-Year
9.58%
9.20%
10-Year
5.24%
8.57%
Last Bull Market
17.81%
22.97%
Last Bear Market
-12.76%
-11.27%

Annual Total Return (%) History

Year
TDFAX
Category
2025
--
--
2024
16.25%
--
2023
5.85%
11.63%
2022
-11.65%
-5.90%
2021
21.99%
26.22%
2020
-7.93%
2.91%
2019
23.23%
25.04%
2018
-12.34%
-8.53%

2017
15.90%
15.94%
2016
14.62%
14.81%
2015
-2.95%
-4.05%
2014
11.00%
10.21%
2013
--
31.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.69% -- -- --
2024 9.80% -1.30% 9.45% -1.99%
2023 -0.49% 1.70% -5.55% 10.74%
2022 -4.69% -12.76% -7.22% 14.52%
2021 8.15% 5.39% 0.01% 7.02%
2020 -29.89% 11.95% 1.61% 15.44%
2019 11.31% 1.52% 2.96% 5.91%
2018 -3.61% 0.65% 4.31% -13.38%
2017 4.07% 2.82% 2.76% 5.40%
2016 1.11% 3.35% 1.83% 7.72%

2015 0.10% -0.76% -7.18% 5.25%
2014 4.23% 1.90% 0.85% 3.62%
2013 2.83% 4.40% 9.99% --

Rank in Category (By Total Return)

YTD 46
1-Month 20
3-Month 34
1-Year 33
3-Year 75
5-Year 97

Load Adjusted Returns

1-Year 2.92%
3-Year 4.22%
5-Year 8.35%
10-Year 4.65%

Performance & Risk

YTD Return 3.86%
5y Average Return 8.94%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Transamerica
Net Assets 180.95M
YTD Return -1.46%
Yield 1.15%
Morningstar Rating
Inception Date Jan 04, 2013

Fund Summary

The fund’s sub-adviser, Aegon Asset Management UK plc (the “sub-adviser”), deploys an active strategy that generally invests in large and middle capitalization U.S. companies, focusing on those that pay dividends and that the sub-adviser views as having a favorable sustainability profile. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities.

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