CTIGX vs. TMIFX
CTIGX (Calamos Timpani SMID Growth Fund) and TMIFX (Transamerica Mid Cap Growth) are both Mid Cap Growth Equities funds. Over the past 5 years, CTIGX returned 7.68%/yr vs 3.15%/yr for TMIFX. Their correlation of 0.87 means they have usually moved in the same direction. CTIGX charges 1.10%/yr vs 0.95%/yr for TMIFX.
Performance
CTIGX vs. TMIFX - Performance Comparison
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Returns By Period
In the year-to-date period, CTIGX achieves a 13.72% return, which is significantly higher than TMIFX's 5.75% return.
CTIGX
- 1D
- 3.61%
- 1M
- -9.09%
- 6M
- 13.72%
- YTD
- 13.72%
- 1Y
- 33.66%
- 3Y*
- 25.27%
- 5Y*
- 7.68%
- 10Y*
- —
- ALL TIME*
- 13.26%
TMIFX
- 1D
- 1.55%
- 1M
- -4.17%
- 6M
- 7.61%
- YTD
- 5.75%
- 1Y
- 1.42%
- 3Y*
- 11.41%
- 5Y*
- 3.15%
- 10Y*
- —
- ALL TIME*
- 8.41%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CTIGX vs. TMIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CTIGX Calamos Timpani SMID Growth Fund | 13.72% | 21.21% | 44.09% | 12.26% | -34.88% | 7.64% | 58.94% | -3.80% |
TMIFX Transamerica Mid Cap Growth | 5.75% | 6.85% | 16.25% | 31.92% | -32.11% | 8.15% | 30.28% | 7.88% |
Correlation
The correlation between CTIGX and TMIFX is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2019 | 0.87 |
The correlation between CTIGX and TMIFX has been stable across timeframes, ranging from 0.77 to 0.87 - a consistent structural relationship.
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Return for Risk
CTIGX vs. TMIFX — Risk / Return Rank
CTIGX
TMIFX
CTIGX vs. TMIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Timpani SMID Growth Fund (CTIGX) and Transamerica Mid Cap Growth (TMIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CTIGX | TMIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.21 | ||
| Sortino ratioReturn per unit of downside risk | +1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.00 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.90 | -0.14 | +2.04 |
| Martin ratioReturn relative to average drawdown | 7.98 | -0.36 | +8.34 |
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Drawdowns
CTIGX vs. TMIFX - Drawdown Comparison
The maximum CTIGX drawdown since its inception was -46.26%, smaller than the maximum TMIFX drawdown of -55.26%. Use the drawdown chart below to compare losses from any high point for CTIGX and TMIFX.
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Drawdown Indicators
| CTIGX | TMIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.26% | -55.26% | +9.00% |
Max Drawdown (1Y)Largest decline over 1 year | -16.83% | -14.51% | -2.32% |
Max Drawdown (3Y)Largest decline over 3 years | -29.30% | -25.66% | -3.64% |
Max Drawdown (5Y)Largest decline over 5 years | -46.26% | -55.26% | +9.00% |
Current DrawdownCurrent decline from peak | -13.83% | -16.47% | +2.64% |
Average DrawdownAverage peak-to-trough decline | -18.30% | -19.05% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.00% | 6.01% | -2.01% |
Volatility
CTIGX vs. TMIFX - Volatility Comparison
Calamos Timpani SMID Growth Fund (CTIGX) has a higher volatility of 9.62% compared to Transamerica Mid Cap Growth (TMIFX) at 4.54%. This indicates that CTIGX's price experiences larger fluctuations and is considered to be riskier than TMIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTIGX | TMIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 4.54% | +5.08% |
Volatility (6M)Calculated over the trailing 6-month period | 23.84% | 14.38% | +9.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.20% | 18.21% | +10.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.53% | 35.69% | -8.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.28% | 29.89% | -0.61% |
CTIGX vs. TMIFX - Expense Ratio Comparison
CTIGX has a 1.10% expense ratio, which is higher than TMIFX's 0.95% expense ratio.
Dividends
CTIGX vs. TMIFX - Dividend Comparison
CTIGX's dividend yield for the trailing twelve months is around 4.03%, less than TMIFX's 23.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
CTIGX Calamos Timpani SMID Growth Fund | 4.03% | 4.59% | 2.80% | 0.00% | 0.00% | 11.76% | 0.00% | 0.00% | 0.00% | 0.00% |
TMIFX Transamerica Mid Cap Growth | 23.27% | 24.61% | 4.10% | 0.00% | 0.00% | 43.24% | 4.67% | 1.66% | 53.57% | 0.09% |
Frequently Asked Questions
CTIGX and TMIFX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTIGX has higher volatility (9.62%) compared to TMIFX (4.54%). In terms of maximum drawdown, CTIGX dropped -46.26% vs TMIFX's -55.26%.
CTIGX currently has the higher Sharpe Ratio (1.10 vs -0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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