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Transamerica Mid Cap Value Opps I2 (IAAEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.07+0.04 (+0.36%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.56%
5-Year Average Return8.02%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jun 20, 2024)26.01%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return26.01%
Worst 3-Yr Total Return5.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIAAEXCategory
YTD3.58%21.28%
1-Month1.99%-1.96%
3-Month1.44%4.90%
1-Year18.28%55.83%
3-Year3.64%11.08%
5-Year9.44%11.93%
10-Year8.59%10.64%
Last Bull Market19.55%25.54%
Last Bear Market-9.16%-22.08%

Annual Total Return (%) History

Year
IAAEXCategory
2024
N/AN/A
2023
10.45%N/A
2022
-6.60%N/A
2021
26.01%N/A
2020
4.18%2.63%
2019
24.90%25.18%
2018
-8.10%-12.86%
2017
9.66%13.22%
2016
16.25%18.06%
2015
2.22%-5.41%
2014
N/A9.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.88%N/AN/AN/A
20230.87%2.87%-1.39%7.95%
20221.93%-9.16%-7.63%9.20%
202112.08%5.72%-0.49%6.86%
2020-32.46%20.45%3.96%23.18%
201913.84%3.13%1.73%4.58%
2018-1.55%2.79%4.66%-13.24%
20174.87%1.99%-2.11%4.74%
20165.13%2.57%4.24%3.42%
20153.85%-2.03%-2.71%3.26%
2014-2.62%7.30%N/AN/A

Rank In Category (By Total Return)

YTD78
1-Month92
3-Month89
1-Year80
3-Year71
5-Year73

Load Adjusted Returns

1-Year18.28%
3-Year3.64%
5-Year9.44%
10-Year8.59%