Transamerica Mid Cap Value I2 (FOUSA05HFK)

10.70 -0.07 (-0.65%) USD  |  Jan 26

FOUSA05HFK Performance

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Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of January 26, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Transamerica Mid Cap Value I2
2.35%
20.76%
32.59%
15.32%
-2.71%
14.70%
13.81%
-11.77%
26.57%
0.18%
3.18%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.57%
VY® JPMorgan Mid Cap Value I
2.07%
20.32%
31.89%
15.27%
-2.77%
14.94%
14.04%
-11.96%
26.46%
0.55%
3.36%
JPMorgan Mid Cap Value I
2.17%
20.19%
31.66%
14.85%
-2.59%
14.37%
13.41%
-11.86%
26.34%
0.17%
3.29%
Janus Henderson Mid Cap Value I
-2.43%
10.41%
26.09%
9.14%
-3.72%
18.86%
13.99%
-13.20%
30.37%
-1.32%
1.85%
Columbia Select Mid Cap Value Instl 2
-4.03%
16.92%
35.62%
12.50%
-4.83%
14.42%
13.67%
-13.15%
31.77%
6.98%
1.74%
As of January 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Transamerica Mid Cap Value I2
4.19%
17.50%
24.30%
3.70%
3.42%
10.13%
10.58%
8.47%
--
8.76%
S&P 500 Total Return
4.06%
13.65%
20.70%
18.95%
12.39%
17.44%
13.82%
9.91%
7.46%
10.27%
VY® JPMorgan Mid Cap Value I
4.36%
17.98%
24.85%
4.28%
3.49%
10.32%
10.51%
8.39%
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9.47%
JPMorgan Mid Cap Value I
4.30%
17.65%
24.36%
3.87%
3.35%
10.00%
10.30%
8.27%
9.83%
11.57%
Janus Henderson Mid Cap Value I
2.84%
14.66%
19.68%
-0.05%
3.23%
10.75%
7.93%
7.35%
8.83%
10.87%
Columbia Select Mid Cap Value Instl 2
2.85%
18.95%
30.02%
9.12%
6.35%
12.27%
9.89%
7.71%
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9.37%
As of January 26, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of December 31, 2020