Transamerica Small/Mid Cap Value A (IIVAX)
25.17
+0.02
(+0.08%)
USD |
Mar 30 2023
IIVAX Performance
Cumulative Total Returns Versus Peers
Performance Versus Category
20%
15%
10%
5%
0
View Category Returns.
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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 March 30, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
35.95%
4.55%
-3.19%
20.74%
15.14%
-11.70%
24.61%
3.25%
27.18%
-8.50%
-0.63%
31.95%
8.42%
-3.44%
16.84%
26.61%
-16.28%
28.97%
0.96%
25.93%
-13.05%
3.12%
33.18%
6.18%
-5.06%
20.60%
11.61%
-13.28%
28.46%
0.25%
24.40%
-6.09%
-0.91%
33.29%
6.40%
-6.90%
22.31%
8.55%
-9.74%
29.24%
6.85%
26.08%
-4.22%
0.67%
As of March 30, 2023.
Periodic Total Returns Versus Peers
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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.05%
-0.63%
9.56%
-9.17%
21.10%
5.89%
8.34%
8.51%
12.34%
10.29%
As of March 30, 2023.
Returns for periods of 1 year and above are annualized.
Upside/Downside Capture Ratio
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio.
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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 February 28, 2023