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Transamerica Small Cap Growth R4 (TSPFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.66+0.02 (+0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.99%
5-year average return6.63%
Number of years up4
Number of years down2
Best 1-yr total return (27 June 2024)32.13%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return32.13%
Worst 3-yr total return-0.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTSPFXCategory
YTD1.84%12.40%
1-month2.62%3.37%
3-month-2.21%4.88%
1-year14.69%55.69%
3-year-2.41%19.34%
5-year8.00%20.72%
10-year8.91%13.98%
Last bull market25.38%27.85%
Last bear market-15.47%-24.06%

Annual total return (%) history

Year
TSPFXCategory
2024
N/AN/A
2023
19.73%N/A
2022
-30.86%N/A
2021
17.68%N/A
2020
32.13%38.62%
2019
29.84%27.68%
2018
-7.75%-5.76%
2017
N/A21.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.74%N/AN/AN/A
20239.47%4.33%-3.99%9.19%
2022-17.23%-15.47%-2.66%1.52%
20215.28%6.88%-0.65%5.28%
2020-22.01%28.41%5.68%24.85%
201915.09%7.42%-1.76%6.91%
20180.75%8.64%5.62%-20.21%
20172.71%2.93%4.48%N/A

Rank in category (by total return)

YTD76
1-month87
3-month79
1-year71
3-year51
5-year62

Load adjusted returns

1-year14.69%
3-year-2.41%
5-year8.00%
10-year8.91%