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Transamerica Small Cap Growth R4 (TSPFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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6.66+0.02 (+0.30%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.99%
5-Year Average Return6.63%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)32.13%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return32.13%
Worst 3-Yr Total Return-0.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTSPFXCategory
YTD1.84%12.40%
1-Month2.62%3.37%
3-Month-2.21%4.88%
1-Year14.69%55.69%
3-Year-2.41%19.34%
5-Year8.00%20.72%
10-Year8.91%13.98%
Last Bull Market25.38%27.85%
Last Bear Market-15.47%-24.06%

Annual Total Return (%) History

Year
TSPFXCategory
2024
N/AN/A
2023
19.73%N/A
2022
-30.86%N/A
2021
17.68%N/A
2020
32.13%38.62%
2019
29.84%27.68%
2018
-7.75%-5.76%
2017
N/A21.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.74%N/AN/AN/A
20239.47%4.33%-3.99%9.19%
2022-17.23%-15.47%-2.66%1.52%
20215.28%6.88%-0.65%5.28%
2020-22.01%28.41%5.68%24.85%
201915.09%7.42%-1.76%6.91%
20180.75%8.64%5.62%-20.21%
20172.71%2.93%4.48%N/A

Rank In Category (By Total Return)

YTD76
1-Month87
3-Month79
1-Year71
3-Year51
5-Year62

Load Adjusted Returns

1-Year14.69%
3-Year-2.41%
5-Year8.00%
10-Year8.91%