Nasdaq - Delayed Quote USD

Transamerica Small Cap Growth I2 (TSPIX)

6.78 -0.06 (-0.88%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.42%
5y Average Return 7.37%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Oct 22, 2024) 37.33%
Worst 1Y Total Return (Oct 22, 2024) --
Best 3Y Total Return 37.33%
Worst 3Y Total Return -0.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TSPIX
Category
YTD
3.93%
12.40%
1-Month
0.29%
3.37%
3-Month
1.93%
4.88%
1-Year
13.53%
55.69%
3-Year
-3.11%
19.34%
5-Year
7.56%
20.72%
10-Year
9.52%
13.98%
Last Bull Market
25.42%
27.85%
Last Bear Market
-15.46%
-24.06%

Annual Total Return (%) History

Year
TSPIX
Category
2024
--
--
2023
20.05%
--
2022
-30.81%
--
2021
17.94%
--
2020
32.29%
38.62%
2019
29.68%
27.68%
2018
-7.44%
-5.76%
2017
15.66%
21.50%

2016
19.62%
11.20%
2015
3.55%
-2.41%
2014
3.20%
2.44%
2013
37.33%
40.91%
2012
--
13.15%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.65% -4.39% 1.93% --
2023 9.55% 4.44% -3.95% 9.24%
2022 -17.19% -15.46% -2.64% 1.51%
2021 5.37% 6.94% -0.65% 5.35%
2020 -22.06% 28.49% 5.80% 24.85%
2019 14.83% 7.56% -1.76% 6.88%
2018 0.75% 8.63% 5.75% -20.03%
2017 4.56% 2.71% 3.07% 4.49%
2016 -0.43% 6.24% 6.61% 6.08%
2015 8.28% 0.45% -7.01% 2.37%

2014 -0.62% 1.49% -4.56% 7.20%
2013 12.19% 3.24% 12.37% 5.51%
2012 -6.95% -- -- --

Rank in Category (By Total Return)

YTD 92
1-Month 82
3-Month 97
1-Year 95
3-Year 70
5-Year 83

Load Adjusted Returns

1-Year 13.53%
3-Year -3.11%
5-Year 7.56%
10-Year 9.52%

Performance & Risk

YTD Return 2.42%
5y Average Return 7.37%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Transamerica
Net Assets 121.17M
YTD Return 3.93%
Yield 0.00%
Morningstar Rating
Inception Date Aug 31, 2012

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowing, if any, for investment purposes) in stocks of small capitalization companies. The fund's sub-adviser primarily focuses on seeking to identify high quality, high-growth small capitalization companies. It may invest in foreign securities through American Depositary Receipts ("ADRs"), and generally will not invest more than 10% of fund assets in foreign securities.

Related Tickers