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Transamerica Small/Mid Cap Value I2 (TSMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.93+0.13 (+0.45%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.16%
5-Year Average Return8.15%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Jun 30, 2024)43.45%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return43.45%
Worst 3-Yr Total Return4.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTSMVXCategory
YTD4.85%21.28%
1-Month2.90%-1.96%
3-Month2.58%4.90%
1-Year21.41%55.83%
3-Year3.94%11.08%
5-Year10.38%11.93%
10-Year8.45%10.64%
Last Bull Market22.17%25.54%
Last Bear Market-10.31%-22.08%

Annual Total Return (%) History

Year
TSMVXCategory
2024
N/AN/A
2023
12.44%N/A
2022
-8.19%N/A
2021
27.73%N/A
2020
3.77%2.63%
2019
25.18%25.18%
2018
-11.32%-12.86%
2017
15.62%13.22%
2016
21.29%18.06%
2015
-2.74%-5.41%
2014
5.05%9.31%
2013
36.59%35.14%
2012
16.33%16.60%
2011
-2.76%-3.96%
2010
30.17%21.92%
2009
43.45%35.41%
2008
-38.56%-36.77%
2007
23.17%0.83%
2006
14.87%15.87%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.34%N/AN/AN/A
20231.05%3.42%-1.15%8.84%
2022-0.82%-10.31%-6.48%10.36%
202115.55%4.85%-1.49%7.03%
2020-33.25%19.78%3.30%25.64%
201913.05%3.18%1.04%6.21%
2018-1.20%3.44%3.22%-15.93%
20174.95%2.17%2.02%5.68%
20161.12%2.04%6.53%10.34%
20153.78%-0.28%-10.93%5.51%
20142.44%2.92%-4.96%4.83%
201312.92%1.31%9.39%9.15%
201213.33%-5.42%6.34%2.06%
201111.36%-1.95%-22.66%15.16%
201010.16%-13.37%12.85%20.87%
2009-8.79%27.13%18.14%4.72%
2008-6.65%12.32%-21.79%-25.08%
20073.49%13.01%6.58%-1.19%
200611.12%-2.22%-2.84%8.82%

Rank In Category (By Total Return)

YTD64
1-Month67
3-Month73
1-Year62
3-Year68
5-Year57

Load Adjusted Returns

1-Year21.41%
3-Year3.94%
5-Year10.38%
10-Year8.45%