Transamerica Small Financial Statements From 2010 to 2024
| TSPTX Fund | USD 7.61 0.01 0.13% |
Check Transamerica Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Transamerica Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Transamerica financial statements analysis is a perfect complement when working with Transamerica Small Valuation or Volatility modules.
Transamerica |
Transamerica Small Cap Mutual Fund Year To Date Return Analysis
Transamerica Small's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Transamerica Small Year To Date Return | 15.28 % |
Most of Transamerica Small's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Transamerica Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Transamerica Small Cap has a Year To Date Return of 15.2799%. This is 211.2% higher than that of the Transamerica family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Transamerica Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Transamerica Small's current stock value. Our valuation model uses many indicators to compare Transamerica Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Transamerica Small competition to find correlations between indicators driving Transamerica Small's intrinsic value. More Info.Transamerica Small Cap is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 1.66 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Transamerica Small's earnings, one of the primary drivers of an investment's value.About Transamerica Small Financial Statements
Transamerica Small investors use historical fundamental indicators, such as Transamerica Small's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Transamerica Small. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in stocks of small capitalization companies. The funds sub-adviser primarily focuses on seeking to identify high quality, high-growth small capitalization companies. It may invest in foreign securities through American Depositary Receipts , and generally will not invest more than 10 percent of fund assets in foreign securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Transamerica Mutual Fund
Transamerica Small financial ratios help investors to determine whether Transamerica Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Transamerica with respect to the benefits of owning Transamerica Small security.
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