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Transamerica Small Cap Value R4 (TSLFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.72+0.06 (+1.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.24%
5-year average return5.43%
Number of years up14
Number of years down6
Best 1-yr total return (5 May 2024)33.88%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return33.88%
Worst 3-yr total return1.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTSLFXCategory
YTD-3.19%26.79%
1-month-6.34%-1.77%
3-month1.30%4.45%
1-year7.11%71.02%
3-year-1.33%9.35%
5-year4.70%12.17%
10-year4.86%9.95%
Last bull market25.33%28.07%
Last bear market-14.17%-24.24%

Annual total return (%) history

Year
TSLFXCategory
2024
N/AN/A
2023
8.36%N/A
2022
-13.00%N/A
2021
27.65%N/A
2020
5.79%4.02%
2019
20.74%21.43%
2018
-18.95%-15.46%
2017
8.47%8.54%
2016
19.24%25.99%
2015
-6.33%-6.71%
2014
7.08%3.34%
2013
33.88%36.22%
2012
15.81%16.00%
2011
1.11%-4.45%
2010
22.86%26.17%
2009
19.39%31.32%
2008
-26.80%-32.24%
2007
-7.96%-6.08%
2006
9.35%16.27%
2005
-4.74%6.40%
2004
21.53%21.14%
2003
N/A42.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.36%N/AN/AN/A
2023-0.37%1.31%-3.88%11.69%
2022-1.74%-14.17%-5.71%9.41%
202119.11%2.95%-2.25%6.49%
2020-38.29%22.80%3.05%35.47%
201912.24%1.45%0.61%5.38%
2018-4.01%4.80%0.76%-20.04%
2017-0.88%2.79%4.28%2.09%
20160.29%0.72%5.44%11.95%
20154.12%0.88%-10.61%-0.24%
20141.41%0.24%-5.82%11.83%
201311.82%1.86%8.00%8.84%
20129.86%-2.51%4.26%3.71%
20115.72%0.42%-19.07%17.69%
20106.99%-8.48%8.57%15.57%
2009-17.26%15.96%16.67%6.67%
2008-5.48%-4.04%4.02%-22.43%
20070.13%4.09%-5.06%-6.98%
200610.49%-5.05%-1.71%6.04%
2005-7.86%1.61%5.97%-3.99%
20045.63%4.12%-2.79%13.67%
200324.67%8.69%12.74%N/A

Rank in category (by total return)

YTD74
1-month69
3-month58
1-year94
3-year94
5-year95

Load adjusted returns

1-year7.11%
3-year-1.33%
5-year4.70%
10-year4.86%