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Transamerica Mid Cap Value Opps R6 (MVTRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.02-0.04 (-0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return7.22%
Number of years up5
Number of years down2
Best 1-yr total return (4 Jul 2024)26.08%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return26.08%
Worst 3-yr total return6.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMVTRXCategory
YTD0.82%21.28%
1-month-2.71%-1.96%
3-month-5.61%4.90%
1-year7.25%55.83%
3-year3.42%11.08%
5-year7.76%11.93%
10-year7.76%10.64%
Last bull market19.55%25.54%
Last bear market-9.15%-22.08%

Annual total return (%) history

Year
MVTRXCategory
2024
N/AN/A
2023
10.44%N/A
2022
-6.61%N/A
2021
26.08%N/A
2020
4.23%2.63%
2019
24.82%25.18%
2018
-8.21%-12.86%
2017
9.78%13.22%
2016
N/A18.06%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.81%-5.61%N/AN/A
20230.86%2.93%-1.47%7.97%
20221.92%-9.15%-7.64%9.21%
202112.15%5.67%-0.48%6.90%
2020-32.41%20.55%3.82%23.21%
201913.84%3.11%1.81%4.46%
2018-1.62%2.86%4.63%-13.30%
20174.93%1.98%-2.10%4.80%
20163.27%N/AN/AN/A

Rank in category (by total return)

YTD81
1-month81
3-month87
1-year82
3-year74
5-year71

Load adjusted returns

1-year7.25%
3-year3.42%
5-year7.76%
10-year7.76%