Transamerica Large Cap Value I2 (TWQZX)

12.18 -0.08 (-0.65%) USD  |  Jun 30 2022

TWQZX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 30, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Transamerica Large Cap Value I2
16.97%
35.87%
9.10%
2.48%
21.97%
12.49%
-10.32%
18.08%
1.27%
31.18%
-13.34%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.96%
Diamond Hill Large Cap I
12.62%
36.60%
10.74%
-0.85%
14.63%
20.30%
-9.63%
32.18%
8.97%
25.75%
-17.62%
T. Rowe Price Value I
19.46%
37.31%
13.37%
-1.68%
11.12%
19.16%
-9.32%
26.38%
10.65%
30.06%
-14.64%
JNL/T. Rowe Price Value I
19.58%
37.42%
13.41%
-1.65%
11.04%
19.00%
-9.30%
26.53%
10.59%
29.93%
-14.63%
MFS Value I
16.44%
35.86%
10.55%
-0.54%
14.13%
17.76%
-9.86%
30.05%
3.93%
25.40%
-13.17%
As of June 30, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Transamerica Large Cap Value I2
-9.23%
-14.32%
-13.34%
-5.25%
6.07%
5.41%
10.74%
--
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10.40%
S&P 500 Total Return
-8.82%
-17.41%
-20.17%
-10.62%
10.60%
11.31%
12.96%
8.54%
9.08%
9.82%
Diamond Hill Large Cap I
-10.37%
-16.17%
-17.62%
-10.16%
7.23%
8.17%
11.71%
7.74%
9.57%
8.51%
T. Rowe Price Value I
-7.52%
-13.59%
-14.67%
-6.79%
9.64%
9.07%
12.23%
7.45%
8.90%
10.71%
JNL/T. Rowe Price Value I
-7.53%
-13.61%
-14.66%
-6.76%
9.61%
9.06%
12.23%
7.41%
8.87%
8.25%
MFS Value I
-8.35%
-11.29%
-13.08%
-5.14%
7.48%
7.43%
11.11%
7.13%
8.47%
9.44%
As of June 30, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022