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Transamerica Small/Mid Cap Value I (TSVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.13-0.08 (-0.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.13%
5-Year Average Return9.69%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (May 19, 2024)36.51%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return36.51%
Worst 3-Yr Total Return4.72%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTSVIXCategory
YTD1.87%21.28%
1-Month-5.12%-1.96%
3-Month3.03%4.90%
1-Year13.73%55.83%
3-Year3.65%11.08%
5-Year8.12%11.93%
10-Year8.09%10.64%
Last Bull Market22.16%25.54%
Last Bear Market-10.28%-22.08%

Annual Total Return (%) History

Year
TSVIXCategory
2024
N/AN/A
2023
12.28%N/A
2022
-8.19%N/A
2021
27.58%N/A
2020
3.64%2.63%
2019
25.05%25.18%
2018
-11.39%-12.86%
2017
15.51%13.22%
2016
21.21%18.06%
2015
-2.86%-5.41%
2014
4.92%9.31%
2013
36.51%35.14%
2012
16.18%16.60%
2011
-2.85%-3.96%
2010
30.02%21.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.36%N/AN/AN/A
20231.02%3.36%-1.16%8.80%
2022-0.85%-10.28%-6.49%10.37%
202115.50%4.83%-1.53%7.00%
2020-33.30%19.82%3.26%25.57%
201913.02%3.15%1.04%6.16%
2018-1.24%3.41%3.20%-15.93%
20174.92%2.17%1.99%5.64%
20161.16%2.01%6.50%10.29%
20153.79%-0.32%-10.98%5.48%
20142.44%2.86%-4.96%4.78%
201312.93%1.28%9.36%9.14%
201213.34%-5.46%6.34%1.97%
201111.35%-1.99%-22.71%15.16%
201010.14%-13.38%12.83%20.79%

Rank In Category (By Total Return)

YTD60
1-Month46
3-Month66
1-Year56
3-Year64
5-Year57

Load Adjusted Returns

1-Year13.73%
3-Year3.65%
5-Year8.12%
10-Year8.09%