TIHBX vs. TLOFX
TIHBX (Transamerica International Stock) and TLOFX (Transamerica Large Value Opportunities) are both mutual funds - TIHBX is a Foreign Large Cap Equities fund managed by Transamerica, while TLOFX is a Large Cap Value Equities fund managed by Transamerica. Over the past 5 years, TIHBX returned 12.79%/yr vs 10.40%/yr for TLOFX. Their 0.70 correlation means they have sometimes moved together and sometimes differently. TIHBX charges 1.00%/yr vs 0.75%/yr for TLOFX.
Performance
TIHBX vs. TLOFX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with TIHBX having a 11.84% return and TLOFX slightly higher at 12.17%.
TIHBX
- 1D
- 2.96%
- 1M
- 1.95%
- 6M
- 5.29%
- YTD
- 11.84%
- 1Y
- 27.07%
- 3Y*
- 20.02%
- 5Y*
- 12.79%
- 10Y*
- —
- ALL TIME*
- 12.17%
TLOFX
- 1D
- 1.03%
- 1M
- 1.76%
- 6M
- 8.01%
- YTD
- 12.17%
- 1Y
- 18.54%
- 3Y*
- 14.27%
- 5Y*
- 10.40%
- 10Y*
- —
- ALL TIME*
- 10.14%
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 |
TIHBX vs. TLOFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TIHBX Transamerica International Stock | 11.84% | 34.96% | 10.23% | 19.44% | -10.69% | 17.78% | 3.39% | 7.70% |
TLOFX Transamerica Large Value Opportunities | 12.17% | 9.67% | 18.60% | 7.98% | -3.84% | 28.85% | -1.14% | 9.96% |
Correlation
The correlation between TIHBX and TLOFX is 0.67, 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. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.64 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2019 | 0.70 |
The correlation between TIHBX and TLOFX has been stable across timeframes, ranging from 0.64 to 0.70 - a consistent structural relationship.
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Return for Risk
TIHBX vs. TLOFX — Risk / Return Rank
TIHBX
TLOFX
TIHBX vs. TLOFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica International Stock (TIHBX) and Transamerica Large Value Opportunities (TLOFX). 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.
| TIHBX | TLOFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.29 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.07 | 2.08 | -0.01 |
| Martin ratioReturn relative to average drawdown | 7.49 | 8.54 | -1.05 |
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Drawdowns
TIHBX vs. TLOFX - Drawdown Comparison
The maximum TIHBX drawdown since its inception was -33.33%, smaller than the maximum TLOFX drawdown of -37.99%. Use the drawdown chart below to compare losses from any high point for TIHBX and TLOFX.
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Drawdown Indicators
| TIHBX | TLOFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.33% | -37.99% | +4.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.45% | -8.18% | -4.27% |
Max Drawdown (3Y)Largest decline over 3 years | -14.46% | -15.28% | +0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -29.07% | -24.34% | -4.73% |
Current DrawdownCurrent decline from peak | 0.00% | -0.20% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -6.01% | -6.21% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 1.99% | +1.45% |
Volatility
TIHBX vs. TLOFX - Volatility Comparison
Transamerica International Stock (TIHBX) has a higher volatility of 5.20% compared to Transamerica Large Value Opportunities (TLOFX) at 2.96%. This indicates that TIHBX's price experiences larger fluctuations and is considered to be riskier than TLOFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TIHBX | TLOFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 2.96% | +2.24% |
Volatility (6M)Calculated over the trailing 6-month period | 13.89% | 7.98% | +5.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.21% | 10.53% | +5.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 16.93% | +0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 18.60% | -0.29% |
TIHBX vs. TLOFX - Expense Ratio Comparison
TIHBX has a 1.00% expense ratio, which is higher than TLOFX's 0.75% expense ratio.
Dividends
TIHBX vs. TLOFX - Dividend Comparison
TIHBX's dividend yield for the trailing twelve months is around 2.49%, less than TLOFX's 13.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
TIHBX Transamerica International Stock | 2.49% | 2.78% | 6.31% | 3.27% | 2.79% | 8.74% | 1.34% | 0.11% | 0.00% | 0.00% |
TLOFX Transamerica Large Value Opportunities | 13.27% | 15.11% | 23.72% | 1.73% | 8.52% | 17.26% | 2.02% | 2.52% | 23.00% | 3.02% |
Frequently Asked Questions
TIHBX and TLOFX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TIHBX has higher volatility (5.20%) compared to TLOFX (2.96%). In terms of maximum drawdown, TIHBX dropped -33.33% vs TLOFX's -37.99%.
TLOFX currently has the higher Sharpe Ratio (1.62 vs 1.59), 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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