IMOAX vs. TMIFX
IMOAX (Transamerica Asset Allocation Moderate Portfolio Fund) and TMIFX (Transamerica Mid Cap Growth) are both mutual funds - IMOAX 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, IMOAX returned 4.74%/yr vs 3.15%/yr for TMIFX. Their correlation of 0.83 means they have usually moved in the same direction. IMOAX charges 0.47%/yr vs 0.95%/yr for TMIFX.
Performance
IMOAX vs. TMIFX - Performance Comparison
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Returns By Period
In the year-to-date period, IMOAX achieves a 4.82% return, which is significantly lower than TMIFX's 5.75% return.
IMOAX
- 1D
- 1.16%
- 1M
- -0.38%
- 6M
- 3.08%
- YTD
- 4.82%
- 1Y
- 11.85%
- 3Y*
- 11.07%
- 5Y*
- 4.74%
- 10Y*
- 6.54%
- ALL TIME*
- 5.79%
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 |
IMOAX vs. TMIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMOAX Transamerica Asset Allocation Moderate Portfolio Fund | 4.82% | 14.86% | 9.81% | 12.66% | -16.03% | 7.92% | 14.66% | 14.68% | -6.22% | 8.97% |
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 IMOAX and TMIFX is 0.81, 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. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.83 |
The correlation between IMOAX and TMIFX has been stable across timeframes, ranging from 0.81 to 0.83 - a consistent structural relationship.
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Return for Risk
IMOAX vs. TMIFX — Risk / Return Rank
IMOAX
TMIFX
IMOAX vs. TMIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX) 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.
| IMOAX | TMIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.46 | ||
| Sortino ratioReturn per unit of downside risk | +1.99 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.00 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | -0.14 | +1.95 |
| Martin ratioReturn relative to average drawdown | 7.74 | -0.36 | +8.10 |
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Drawdowns
IMOAX vs. TMIFX - Drawdown Comparison
The maximum IMOAX drawdown since its inception was -37.71%, smaller than the maximum TMIFX drawdown of -55.26%. Use the drawdown chart below to compare losses from any high point for IMOAX and TMIFX.
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Drawdown Indicators
| IMOAX | TMIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.71% | -55.26% | +17.55% |
Max Drawdown (1Y)Largest decline over 1 year | -6.18% | -14.51% | +8.33% |
Max Drawdown (3Y)Largest decline over 3 years | -9.37% | -25.66% | +16.29% |
Max Drawdown (5Y)Largest decline over 5 years | -22.51% | -55.26% | +32.75% |
Max Drawdown (10Y)Largest decline over 10 years | -22.51% | — | — |
Current DrawdownCurrent decline from peak | -0.91% | -16.47% | +15.56% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -19.05% | +14.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.44% | 6.01% | -4.57% |
Volatility
IMOAX vs. TMIFX - Volatility Comparison
The current volatility for Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX) is 2.36%, while Transamerica Mid Cap Growth (TMIFX) has a volatility of 4.54%. This indicates that IMOAX 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
| IMOAX | TMIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.36% | 4.54% | -2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 6.84% | 14.38% | -7.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.31% | 18.21% | -9.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.28% | 35.69% | -26.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.97% | 29.89% | -20.92% |
IMOAX vs. TMIFX - Expense Ratio Comparison
IMOAX has a 0.47% expense ratio, which is lower than TMIFX's 0.95% expense ratio.
Dividends
IMOAX vs. TMIFX - Dividend Comparison
IMOAX's dividend yield for the trailing twelve months is around 6.02%, less than TMIFX's 23.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMOAX Transamerica Asset Allocation Moderate Portfolio Fund | 6.02% | 6.31% | 4.98% | 3.65% | 1.55% | 8.17% | 4.08% | 5.74% | 10.16% | 7.86% | 5.53% | 6.74% |
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
IMOAX and TMIFX have a correlation of 0.81, 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 IMOAX (2.36%). In terms of maximum drawdown, IMOAX dropped -37.71% vs TMIFX's -55.26%.
IMOAX 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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