UK markets closed

Transamerica Small/Mid Cap Value I2 (TSMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
28.77-0.18 (-0.62%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.05%
5-year average return7.93%
Number of years up13
Number of years down5
Best 1-yr total return (4 Jul 2024)43.45%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return43.45%
Worst 3-yr total return4.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTSMVXCategory
YTD2.21%21.28%
1-month-2.51%-1.96%
3-month-4.78%4.90%
1-year9.97%55.83%
3-year3.62%11.08%
5-year8.46%11.93%
10-year7.75%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%-4.78%N/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)

YTD72
1-month73
3-month75
1-year66
3-year71
5-year59

Load adjusted returns

1-year9.97%
3-year3.62%
5-year8.46%
10-year7.75%