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Transamerica Mid Cap Value Opportunities (TOTTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.05-0.04 (-0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.00%
5-year average return8.28%
Number of years up7
Number of years down2
Best 1-yr total return (25 June 2024)25.96%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return25.96%
Worst 3-yr total return5.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTOTTXCategory
YTD3.55%21.28%
1-month1.97%-1.96%
3-month1.43%4.90%
1-year18.26%55.83%
3-year3.65%11.08%
5-year9.46%11.93%
10-year8.42%10.64%
Last bull market19.63%25.54%
Last bear market-9.11%-22.08%

Annual total return (%) history

Year
TOTTXCategory
2024
N/AN/A
2023
10.48%N/A
2022
-6.56%N/A
2021
25.96%N/A
2020
4.24%2.63%
2019
24.90%25.18%
2018
-8.23%-12.86%
2017
9.72%13.22%
2016
15.82%18.06%
2015
1.89%-5.41%
2014
N/A9.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.83%N/AN/AN/A
20230.86%2.85%-1.39%8.00%
20221.92%-9.11%-7.67%9.24%
202112.10%5.69%-0.48%6.83%
2020-32.41%20.47%3.83%23.28%
201913.88%3.11%1.73%4.56%
2018-1.62%2.86%4.64%-13.33%
20174.82%1.99%-2.03%4.77%
20165.14%2.31%4.26%3.26%
20153.76%-2.12%-2.71%3.12%
2014-2.93%7.18%N/AN/A

Rank in category (by total return)

YTD78
1-month92
3-month89
1-year80
3-year71
5-year73

Load adjusted returns

1-year18.26%
3-year3.65%
5-year9.46%
10-year8.42%