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Transamerica Small/Mid Cap Value R6 (TASMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.39-0.07 (-0.23%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.18%
5-Year Average Return9.79%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 19, 2024)27.67%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return27.67%
Worst 3-Yr Total Return4.84%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTASMXCategory
YTD1.92%21.28%
1-Month-5.08%-1.96%
3-Month3.07%4.90%
1-Year13.85%55.83%
3-Year3.73%11.08%
5-Year8.21%11.93%
10-Year8.14%10.64%
Last Bull Market22.16%25.54%
Last Bear Market-10.30%-22.08%

Annual Total Return (%) History

Year
TASMXCategory
2024
N/AN/A
2023
12.41%N/A
2022
-8.18%N/A
2021
27.67%N/A
2020
3.79%2.63%
2019
25.16%25.18%
2018
-11.30%-12.86%
2017
15.60%13.22%
2016
21.36%18.06%
2015
N/A-5.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.37%N/AN/AN/A
20231.05%3.41%-1.15%8.83%
2022-0.81%-10.30%-6.48%10.35%
202115.51%4.83%-1.49%7.03%
2020-33.25%19.80%3.29%25.66%
201913.03%3.21%1.04%6.19%
2018-1.20%3.46%3.21%-15.93%
20174.94%2.20%2.05%5.62%
20161.20%2.04%6.55%10.30%
2015-10.93%5.50%N/AN/A

Rank In Category (By Total Return)

YTD59
1-Month44
3-Month64
1-Year55
3-Year63
5-Year56

Load Adjusted Returns

1-Year13.85%
3-Year3.73%
5-Year8.21%
10-Year8.14%