Transamerica Small/Mid Cap Value C (IIVLX)

23.87 +0.34 (+1.44%) USD  |  Aug 10 2022

IIVLX Performance

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Cumulative Total Returns Versus Peers

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 August 10, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Transamerica Small/Mid Cap Value C
14.94%
35.08%
3.87%
-3.82%
19.91%
14.33%
-12.30%
23.74%
2.55%
26.28%
-4.60%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-10.85%
Transamerica Mid Cap Value Opps C
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1.13%
15.04%
8.43%
-9.11%
23.53%
3.01%
24.69%
-1.38%
Franklin Mutual U.S. Mid Cap Value C
14.81%
35.58%
-0.01%
-10.12%
19.57%
11.58%
-13.10%
23.57%
-3.18%
26.70%
-6.63%
JPMorgan Mid Cap Value C
19.26%
30.66%
14.02%
-3.33%
13.48%
12.54%
-12.51%
25.35%
-0.57%
28.82%
-5.58%
Invesco Value Opportunities C
16.90%
31.54%
5.82%
-11.09%
17.13%
16.35%
-20.31%
29.03%
4.78%
34.56%
-3.58%
As of August 10, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Transamerica Small/Mid Cap Value C
6.66%
3.47%
-2.93%
-0.66%
10.49%
7.94%
10.01%
8.12%
10.84%
10.13%
S&P 500 Total Return
8.08%
5.68%
-5.80%
-3.69%
14.87%
13.54%
13.79%
9.55%
10.13%
10.14%
Transamerica Mid Cap Value Opps C
5.95%
2.33%
-1.38%
2.86%
10.59%
8.17%
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8.58%
Franklin Mutual U.S. Mid Cap Value C
7.79%
2.06%
-7.18%
-3.29%
8.26%
6.34%
8.05%
4.44%
6.86%
8.89%
JPMorgan Mid Cap Value C
8.26%
2.64%
-5.29%
-0.96%
9.87%
7.23%
9.92%
7.61%
9.55%
10.73%
Invesco Value Opportunities C
8.01%
2.44%
-7.81%
3.21%
15.85%
9.18%
9.32%
5.07%
7.47%
5.69%
As of August 10, 2022. 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 July 31, 2022