Transamerica Small Cap Growth (ISCGX)
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowing, if any, for investment purposes) in stocks of small capitalization companies. The fund's 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 ("ADRs"), and generally will not invest more than 10% of fund assets in foreign securities.
Fund Info
US89355J6644
89355J664
Aug 31, 2012
$1,000,000
Small-Cap
Growth
Expense Ratio
ISCGX has a high expense ratio of 1.06%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Transamerica Small Cap Growth, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Transamerica Small Cap Growth had a return of 1.66% year-to-date (YTD) and -6.26% in the last 12 months. Over the past 10 years, Transamerica Small Cap Growth had an annualized return of -7.14%, while the S&P 500 had an annualized return of 11.26%, indicating that Transamerica Small Cap Growth did not perform as well as the benchmark.
ISCGX
1.66%
-4.21%
-6.26%
-6.26%
-2.62%
-7.14%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of ISCGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.30% | 1.66% | |||||||||||
| 2024 | -2.96% | 7.22% | 2.54% | -7.01% | 2.51% | 0.31% | 4.73% | -3.06% | 0.30% | -2.85% | 14.04% | -18.27% | -5.92% |
| 2023 | 9.11% | -0.00% | 0.49% | -0.49% | -2.45% | 7.38% | 3.75% | -0.60% | -6.82% | -7.15% | 8.58% | 3.55% | 14.64% |
| 2022 | -13.37% | -2.87% | -1.55% | -11.14% | -0.96% | -4.06% | 8.80% | -2.49% | -8.29% | 5.22% | 2.31% | -9.53% | -33.73% |
| 2021 | -0.37% | 7.01% | -1.17% | 4.73% | -3.28% | 5.49% | 1.66% | 2.07% | -4.27% | 7.58% | -4.15% | -8.65% | 5.36% |
| 2020 | 1.52% | -6.14% | -18.18% | 13.65% | 10.98% | 1.85% | 6.98% | 2.98% | -4.13% | -1.29% | 14.12% | 2.30% | 21.88% |
| 2019 | 11.95% | 4.43% | -1.89% | 5.29% | -4.41% | 6.85% | 3.43% | -3.89% | -1.20% | 1.82% | 3.73% | -5.46% | 20.96% |
| 2018 | 1.37% | -3.15% | 2.63% | 1.06% | 5.37% | 1.98% | 1.67% | 5.60% | -1.68% | -11.45% | 2.97% | -21.50% | -17.33% |
| 2017 | 0.95% | 1.26% | 2.33% | 0.61% | 0.45% | 1.65% | -0.30% | -2.08% | 5.30% | 2.01% | 2.26% | -9.24% | 4.61% |
| 2016 | -6.67% | 0.46% | 6.19% | 2.26% | 2.55% | 1.24% | 4.67% | 0.78% | 1.09% | -5.46% | 9.84% | -53.44% | -45.49% |
| 2015 | -3.13% | 11.38% | 0.38% | -3.49% | 0.94% | 3.12% | 3.78% | -6.92% | -3.76% | 5.20% | 1.39% | -12.04% | -5.10% |
| 2014 | -4.29% | 5.62% | -1.70% | -5.18% | 0.91% | 5.99% | -5.42% | 4.09% | -3.07% | 4.95% | -0.23% | -5.81% | -5.15% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ISCGX is 2, meaning it’s performing worse than 98% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Transamerica Small Cap Growth (ISCGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Transamerica Small Cap Growth. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Transamerica Small Cap Growth was 68.17%, occurring on Mar 23, 2020. The portfolio has not yet recovered.
The current Transamerica Small Cap Growth drawdown is 56.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.17% | Dec 12, 2016 | 824 | Mar 23, 2020 | — | — | — |
| -27.82% | Aug 3, 2015 | 133 | Feb 10, 2016 | 201 | Nov 25, 2016 | 334 |
| -14.74% | Sep 17, 2012 | 42 | Nov 15, 2012 | 75 | Mar 7, 2013 | 117 |
| -11.66% | Mar 5, 2014 | 51 | May 15, 2014 | 199 | Mar 2, 2015 | 250 |
| -8.34% | Nov 29, 2013 | 44 | Feb 3, 2014 | 17 | Feb 27, 2014 | 61 |
Volatility
Volatility Chart
The current Transamerica Small Cap Growth volatility is 3.79%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.