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Transamerica Mid Cap Growth (TMIFX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US89360T5332

Issuer

Transamerica

Inception Date

Nov 7, 2001

Min. Investment

$5,000

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

TMIFX has a high expense ratio of 0.95%, indicating higher-than-average management fees.


Expense ratio chart for TMIFX: current value at 0.95% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.95%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
TMIFX vs. QQQ TMIFX vs. VWIAX TMIFX vs. UPRO
Popular comparisons:
TMIFX vs. QQQ TMIFX vs. VWIAX TMIFX vs. UPRO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Transamerica Mid 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.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
10.95%
9.31%
TMIFX (Transamerica Mid Cap Growth)
Benchmark (^GSPC)

Returns By Period

Transamerica Mid Cap Growth had a return of 7.75% year-to-date (YTD) and 17.55% in the last 12 months.


TMIFX

YTD

7.75%

1M

2.84%

6M

10.94%

1Y

17.55%

5Y*

-1.04%

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of TMIFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20257.25%7.75%
2024-1.33%8.10%2.91%-6.77%-1.74%1.10%2.18%5.56%1.92%-1.39%10.37%-8.12%11.76%
202311.27%-1.05%2.13%-2.99%2.15%8.80%3.38%-1.40%-5.69%-7.29%12.33%8.69%31.92%
2022-13.72%-1.15%1.98%-13.60%-4.10%-8.28%11.73%-3.23%-9.32%6.90%5.02%-6.69%-32.11%
2021-1.03%3.71%-1.86%5.25%-4.02%5.34%1.64%2.36%-3.69%6.15%-8.95%-28.85%-26.14%
20200.91%-8.15%-14.99%15.43%10.85%3.63%5.42%3.57%-2.16%-0.33%12.41%-0.44%24.50%
201912.08%4.93%1.20%4.00%-2.28%6.91%0.99%-1.08%1.09%3.64%4.27%-0.36%40.62%
20184.12%-3.51%-1.75%-1.37%5.63%-2.17%2.22%1.84%-2.52%-13.05%2.28%-42.02%-47.35%
20170.99%0.53%-0.15%2.77%0.00%-0.44%3.44%1.13%3.36%0.16%12.32%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of TMIFX is 43, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of TMIFX is 4343
Overall Rank
The Sharpe Ratio Rank of TMIFX is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of TMIFX is 4747
Sortino Ratio Rank
The Omega Ratio Rank of TMIFX is 4545
Omega Ratio Rank
The Calmar Ratio Rank of TMIFX is 2828
Calmar Ratio Rank
The Martin Ratio Rank of TMIFX is 4848
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for TMIFX, currently valued at 0.95, compared to the broader market-1.000.001.002.003.004.000.951.74
The chart of Sortino ratio for TMIFX, currently valued at 1.33, compared to the broader market0.002.004.006.008.0010.0012.001.332.35
The chart of Omega ratio for TMIFX, currently valued at 1.17, compared to the broader market1.002.003.004.001.171.32
The chart of Calmar ratio for TMIFX, currently valued at 0.36, compared to the broader market0.005.0010.0015.0020.000.362.61
The chart of Martin ratio for TMIFX, currently valued at 3.20, compared to the broader market0.0020.0040.0060.0080.003.2010.66
TMIFX
^GSPC

The current Transamerica Mid Cap Growth Sharpe ratio is 0.95. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Transamerica Mid Cap Growth with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
0.95
1.74
TMIFX (Transamerica Mid Cap Growth)
Benchmark (^GSPC)

Dividends

Dividend History

Transamerica Mid Cap Growth provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.02%0.04%0.06%0.08%0.10%0.12%$0.00$0.00$0.00$0.01$0.01$0.01$0.01$0.0120172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.13%0.09%

Monthly Dividends

The table displays the monthly dividend distributions for Transamerica Mid Cap Growth. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2017$0.01$0.01

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.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-30.80%
0
TMIFX (Transamerica Mid Cap Growth)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Transamerica Mid 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 Mid Cap Growth was 59.57%, occurring on Jun 16, 2022. The portfolio has not yet recovered.

The current Transamerica Mid Cap Growth drawdown is 30.80%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.57%Nov 2, 2021157Jun 16, 2022
-53.25%Jan 29, 2018229Dec 24, 2018719Nov 1, 2021948
-6.19%Jul 20, 201723Aug 21, 201726Sep 27, 201749
-2.78%Mar 16, 20174Mar 21, 20177Mar 30, 201711
-2.74%May 3, 201711May 17, 201710Jun 1, 201721

Volatility

Volatility Chart

The current Transamerica Mid Cap Growth volatility is 4.92%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
4.92%
3.07%
TMIFX (Transamerica Mid Cap Growth)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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