IMLAX vs. TMIFX
IMLAX (Transamerica Asset Allocation Moderate Growth Portfolio Fund) and TMIFX (Transamerica Mid Cap Growth) are both mutual funds - IMLAX is a Diversified Portfolio fund managed by Transamerica, while TMIFX is a Mid Cap Growth Equities fund managed by Transamerica. Over the past 5 years, IMLAX returned 6.67%/yr vs 3.15%/yr for TMIFX. Their correlation of 0.85 means they have usually moved in the same direction. IMLAX charges 0.47%/yr vs 0.95%/yr for TMIFX.
Performance
IMLAX vs. TMIFX - Performance Comparison
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Returns By Period
In the year-to-date period, IMLAX achieves a 6.80% return, which is significantly higher than TMIFX's 5.75% return.
IMLAX
- 1D
- 1.62%
- 1M
- -0.20%
- 6M
- 4.51%
- YTD
- 6.80%
- 1Y
- 15.69%
- 3Y*
- 13.92%
- 5Y*
- 6.67%
- 10Y*
- 8.45%
- ALL TIME*
- 6.60%
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 |
IMLAX vs. TMIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMLAX Transamerica Asset Allocation Moderate Growth Portfolio Fund | 6.80% | 17.98% | 13.11% | 15.70% | -17.36% | 11.37% | 16.92% | 17.82% | -8.54% | 11.32% |
TMIFX Transamerica Mid Cap Growth | 5.75% | 6.85% | 16.25% | 31.92% | -32.11% | 8.15% | 30.28% | 42.96% | -19.90% | 12.49% |
Correlation
The correlation between IMLAX and TMIFX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.85 |
The correlation between IMLAX and TMIFX has been stable across timeframes, ranging from 0.82 to 0.86 - a consistent structural relationship.
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Return for Risk
IMLAX vs. TMIFX — Risk / Return Rank
IMLAX
TMIFX
IMLAX vs. TMIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Asset Allocation Moderate Growth Portfolio Fund (IMLAX) 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.
| IMLAX | TMIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.46 | ||
| Sortino ratioReturn per unit of downside risk | +1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.00 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | -0.14 | +2.03 |
| Martin ratioReturn relative to average drawdown | 8.10 | -0.36 | +8.45 |
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Drawdowns
IMLAX vs. TMIFX - Drawdown Comparison
The maximum IMLAX drawdown since its inception was -46.65%, smaller than the maximum TMIFX drawdown of -55.26%. Use the drawdown chart below to compare losses from any high point for IMLAX and TMIFX.
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Drawdown Indicators
| IMLAX | TMIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.65% | -55.26% | +8.61% |
Max Drawdown (1Y)Largest decline over 1 year | -7.62% | -14.51% | +6.89% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -25.66% | +12.67% |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | -55.26% | +29.94% |
Max Drawdown (10Y)Largest decline over 10 years | -27.36% | — | — |
Current DrawdownCurrent decline from peak | -0.86% | -16.47% | +15.61% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -19.05% | +12.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 6.01% | -4.23% |
Volatility
IMLAX vs. TMIFX - Volatility Comparison
The current volatility for Transamerica Asset Allocation Moderate Growth Portfolio Fund (IMLAX) is 2.96%, while Transamerica Mid Cap Growth (TMIFX) has a volatility of 4.54%. This indicates that IMLAX experiences smaller price fluctuations and is considered to be less risky 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
| IMLAX | TMIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.96% | 4.54% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.69% | 14.38% | -5.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 18.21% | -7.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.10% | 35.69% | -23.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.16% | 29.89% | -17.73% |
IMLAX vs. TMIFX - Expense Ratio Comparison
IMLAX has a 0.47% expense ratio, which is lower than TMIFX's 0.95% expense ratio.
Dividends
IMLAX vs. TMIFX - Dividend Comparison
IMLAX's dividend yield for the trailing twelve months is around 6.46%, less than TMIFX's 23.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMLAX Transamerica Asset Allocation Moderate Growth Portfolio Fund | 6.46% | 6.90% | 6.44% | 3.39% | 3.62% | 8.40% | 4.06% | 7.35% | 15.09% | 9.95% | 6.99% | 7.99% |
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% | 0.00% | 0.00% |
Frequently Asked Questions
IMLAX and TMIFX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TMIFX has higher volatility (4.54%) compared to IMLAX (2.96%). In terms of maximum drawdown, IMLAX dropped -46.65% vs TMIFX's -55.26%.
IMLAX currently has the higher Sharpe Ratio (1.35 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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