Transamerica Small/Mid Cap Value A (IIVAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return1.59%
5-Year Average Return8.44%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (Jun 25, 2024)42.57%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return42.57%
Worst 3-Yr Total Return4.34%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnIIVAXCategory
YTD4.73%21.28%
1-Month2.91%-1.96%
3-Month2.50%4.90%
1-Year20.98%55.83%
3-Year3.55%11.08%
5-Year9.92%11.93%
10-Year7.98%10.64%
Last Bull Market21.99%25.54%
Last Bear Market-10.40%-22.08%
Annual Total Return (%) History
YearIIVAXCategory
2024N/AN/A
202311.96%N/A
2022-8.50%N/A
202127.18%N/A
20203.25%2.63%
201924.61%25.18%
2018-11.70%-12.86%
201715.14%13.22%
201620.74%18.06%
2015-3.19%-5.41%
20144.55%9.31%
201335.95%35.14%
201215.70%16.60%
2011-3.27%-3.96%
201029.38%21.92%
200942.57%35.41%
2008-38.94%-36.77%
200722.51%0.83%
200614.20%15.87%
200511.45%8.82%
200423.55%17.85%
200350.35%33.85%
2002-15.61%-13.25%
2001N/A6.67%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20247.29%N/AN/AN/A
20230.95%3.29%-1.25%8.74%
2022-0.89%-10.40%-6.56%10.26%
202115.43%4.73%-1.59%6.91%
2020-33.36%19.66%3.20%25.46%
201912.93%3.06%0.92%6.09%
2018-1.32%3.34%3.09%-16.01%
20174.84%2.10%1.91%5.55%
20161.02%1.94%6.40%10.20%
20153.69%-0.44%-11.02%5.38%
20142.32%2.82%-5.05%4.66%
201312.79%1.19%9.25%9.04%
201213.19%-5.58%6.20%1.94%
201111.24%-2.06%-22.82%15.05%
20109.99%-13.49%12.73%20.61%
2009-8.98%26.94%17.94%4.63%
2008-6.77%12.16%-21.88%-25.24%
20073.33%12.88%6.47%-1.34%
200610.95%-2.34%-3.03%8.69%
20051.16%2.03%9.46%-1.36%
20045.67%2.57%2.13%11.60%
2003-10.52%30.88%10.89%15.78%
200211.39%-1.77%-26.15%4.44%
2001-18.50%15.07%N/AN/A
Rank In Category (By Total Return)
YTD65
1-Month67
3-Month75
1-Year66
3-Year73
5-Year65
Load Adjusted Returns
1-Year14.33%
3-Year1.61%
5-Year8.69%
10-Year7.37%
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