Nasdaq - Delayed Quote USD

Transamerica Capital Growth A (IALAX)

25.14 +0.53 (+2.15%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.06%
5y Average Return 3.64%
Number of Years Up 18
Number of Years Down 6
Best 1Y Total Return (Apr 26, 2024) 111.61%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 111.61%
Worst 3Y Total Return -16.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IALAX
Category
YTD
7.16%
12.38%
1-Month
2.10%
5.09%
3-Month
7.16%
10.28%
1-Year
35.20%
41.70%
3-Year
-14.05%
22.56%
5-Year
6.11%
21.98%
10-Year
10.90%
15.99%
Last Bull Market
36.94%
25.99%
Last Bear Market
-41.29%
-17.29%

Annual Total Return (%) History

Year
IALAX
Category
2024
--
--
2023
47.30%
--
2022
-60.39%
--
2021
-0.92%
--
2020
111.61%
35.86%
2019
21.59%
31.90%
2018
6.68%
-2.09%
2017
43.89%
27.67%

2016
-3.08%
3.23%
2015
11.56%
3.60%
2014
5.70%
10.00%
2013
48.22%
33.92%
2012
14.67%
15.34%
2011
-5.71%
-2.46%
2010
27.62%
15.53%
2009
32.12%
35.68%
2008
-37.90%
-40.67%
2007
0.07%
13.35%
2006
17.46%
7.05%
2005
5.14%
6.71%
2004
7.93%
7.81%
2003
37.56%
28.66%
2002
-26.86%
-27.64%
2001
1.57%
-22.30%
2000
16.88%
-13.05%
1999
--
38.87%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.16% -- -- --
2023 16.75% 12.61% -6.70% 20.09%
2022 -26.98% -41.29% 3.48% -10.71%
2021 -2.42% 14.11% -4.13% -7.18%
2020 -4.04% 57.81% 20.94% 15.55%
2019 18.51% 7.33% -11.18% 7.63%
2018 9.73% 8.13% 7.41% -16.29%
2017 16.41% 10.03% 4.63% 7.37%
2016 -5.74% 1.43% 10.31% -8.10%
2015 6.36% 1.65% -5.93% 9.68%

2014 -0.66% 3.54% 1.67% 1.08%
2013 5.80% 6.08% 17.08% 12.80%
2012 20.41% -8.30% 3.23% 0.59%
2011 5.28% 1.61% -13.95% 2.44%
2010 6.16% -13.56% 20.04% 15.86%
2009 -10.54% 18.40% 19.90% 4.03%
2008 -6.91% -4.49% -8.38% -23.77%
2007 -0.18% 5.82% -1.10% -4.21%
2006 5.93% -1.22% 4.19% 7.75%
2005 -3.70% 1.96% 5.82% 1.20%
2004 3.18% 1.18% -4.74% 8.52%
2003 -5.13% 22.99% 5.27% 11.99%
2002 0.07% -16.69% -21.67% 12.00%
2001 -0.07% 5.28% -13.30% 11.35%
2000 12.77% 2.62% 1.14% -0.15%
1999 16.05% -4.19% 14.03% --

Rank in Category (By Total Return)

YTD 94
1-Month 48
3-Month 94
1-Year 63
3-Year 100
5-Year 99

Load Adjusted Returns

1-Year 27.77%
3-Year -15.66%
5-Year 4.91%
10-Year 10.28%

Performance & Risk

YTD Return -1.06%
5y Average Return 3.64%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.46
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Transamerica
Net Assets 1.53B
YTD Return 7.16%
Yield 0.00%
Morningstar Rating
Inception Date Nov 11, 2002

Fund Summary

The fund seeks long-term capital growth by investing primarily in established and emerging companies with capitalizations at the time of purchase within the range of companies included in the Russell 1000® Growth Index. It may invest up to 25% of its net assets in securities of foreign issuers, including issuers located in emerging market or developing countries, securities classified as ADRs, GDRs, ADSs or GDSs, foreign U.S. dollar denominated securities that are traded on a U.S. exchange and local shares of non-U.S. issuers.

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