TLAFX vs. TSLTX
TLAFX (Transamerica Large Core Fund) and TSLTX (Transamerica Small Cap Value) are both mutual funds - TLAFX is a Large Cap Blend Equities fund managed by Transamerica, while TSLTX is a Small Cap Value Equities fund managed by Transamerica. Over the past 5 years, TLAFX returned 12.92%/yr vs 10.03%/yr for TSLTX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. TLAFX charges 0.76%/yr vs 0.80%/yr for TSLTX.
Performance
TLAFX vs. TSLTX - Performance Comparison
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Returns By Period
In the year-to-date period, TLAFX achieves a 10.99% return, which is significantly lower than TSLTX's 25.53% return.
TLAFX
- 1D
- 0.65%
- 1M
- 0.97%
- 6M
- 9.34%
- YTD
- 10.99%
- 1Y
- 21.75%
- 3Y*
- 18.81%
- 5Y*
- 12.92%
- 10Y*
- 14.48%
- ALL TIME*
- 13.70%
TSLTX
- 1D
- 0.15%
- 1M
- 0.00%
- 6M
- 15.89%
- YTD
- 25.53%
- 1Y
- 43.30%
- 3Y*
- 16.11%
- 5Y*
- 10.03%
- 10Y*
- —
- ALL TIME*
- 9.10%
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 |
TLAFX vs. TSLTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TLAFX Transamerica Large Core Fund | 10.99% | 17.56% | 22.59% | 25.87% | -16.76% | 29.74% | 15.30% | 26.68% | -8.50% |
TSLTX Transamerica Small Cap Value | 25.53% | 9.56% | 12.59% | 8.84% | -12.51% | 31.10% | 5.99% | 20.91% | -16.42% |
Correlation
The correlation between TLAFX and TSLTX is 0.71, 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. | 0.71 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.75 |
The correlation between TLAFX and TSLTX has been stable across timeframes, ranging from 0.71 to 0.77 - a consistent structural relationship.
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Return for Risk
TLAFX vs. TSLTX — Risk / Return Rank
TLAFX
TSLTX
TLAFX vs. TSLTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Large Core Fund (TLAFX) and Transamerica Small Cap Value (TSLTX). 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.
| TLAFX | TSLTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.45 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | 5.36 | -3.09 |
| Martin ratioReturn relative to average drawdown | 9.92 | 17.62 | -7.70 |
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Drawdowns
TLAFX vs. TSLTX - Drawdown Comparison
The maximum TLAFX drawdown since its inception was -33.94%, smaller than the maximum TSLTX drawdown of -55.58%. Use the drawdown chart below to compare losses from any high point for TLAFX and TSLTX.
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Drawdown Indicators
| TLAFX | TSLTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.94% | -55.58% | +21.64% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -7.73% | -1.18% |
Max Drawdown (3Y)Largest decline over 3 years | -18.84% | -26.62% | +7.78% |
Max Drawdown (5Y)Largest decline over 5 years | -30.72% | -55.58% | +24.86% |
Max Drawdown (10Y)Largest decline over 10 years | -33.94% | — | — |
Current DrawdownCurrent decline from peak | -0.32% | -15.32% | +15.00% |
Average DrawdownAverage peak-to-trough decline | -5.38% | -28.20% | +22.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 2.35% | -0.31% |
Volatility
TLAFX vs. TSLTX - Volatility Comparison
Transamerica Large Core Fund (TLAFX) and Transamerica Small Cap Value (TSLTX) have volatilities of 3.54% and 3.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TLAFX | TSLTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 3.63% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.99% | 10.98% | -0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.64% | 16.25% | -3.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 49.91% | -30.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 43.21% | -23.78% |
TLAFX vs. TSLTX - Expense Ratio Comparison
TLAFX has a 0.76% expense ratio, which is lower than TSLTX's 0.80% expense ratio.
Dividends
TLAFX vs. TSLTX - Dividend Comparison
TLAFX's dividend yield for the trailing twelve months is around 14.18%, more than TSLTX's 4.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
TLAFX Transamerica Large Core Fund | 14.18% | 15.89% | 23.39% | 7.88% | 6.40% | 16.53% | 9.17% | 1.44% | 22.85% | 4.89% |
TSLTX Transamerica Small Cap Value | 4.29% | 5.38% | 27.99% | 2.99% | 21.70% | 77.67% | 0.24% | 4.26% | 11.17% | 0.00% |
Frequently Asked Questions
TLAFX and TSLTX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TSLTX has higher volatility (3.63%) compared to TLAFX (3.54%). In terms of maximum drawdown, TLAFX dropped -33.94% vs TSLTX's -55.58%.
TSLTX currently has the higher Sharpe Ratio (2.56 vs 1.60), 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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