TLOFX vs. IMOAX
Compare and contrast key facts about Transamerica Large Value Opportunities (TLOFX) and Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX).
TLOFX is managed by Transamerica. It was launched on Sep 11, 2000. IMOAX is managed by Transamerica. It was launched on Feb 28, 2002.
Performance
TLOFX vs. IMOAX - Performance Comparison
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TLOFX vs. IMOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TLOFX Transamerica Large Value Opportunities | -2.67% | 9.67% | 18.60% | 7.98% | -3.84% | 28.85% | -1.14% | 23.15% | -9.05% | 14.24% |
IMOAX Transamerica Asset Allocation Moderate Portfolio Fund | -3.54% | 14.86% | 9.81% | 12.66% | -16.03% | 7.92% | 14.66% | 14.68% | -6.22% | 8.88% |
Returns By Period
In the year-to-date period, TLOFX achieves a -2.67% return, which is significantly higher than IMOAX's -3.54% return.
TLOFX
- 1D
- -0.23%
- 1M
- -8.18%
- YTD
- -2.67%
- 6M
- -2.38%
- 1Y
- 5.26%
- 3Y*
- 11.03%
- 5Y*
- 8.66%
- 10Y*
- —
IMOAX
- 1D
- 0.08%
- 1M
- -6.03%
- YTD
- -3.54%
- 6M
- -1.45%
- 1Y
- 10.22%
- 3Y*
- 9.48%
- 5Y*
- 4.14%
- 10Y*
- 6.09%
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TLOFX vs. IMOAX - Expense Ratio Comparison
TLOFX has a 0.75% expense ratio, which is higher than IMOAX's 0.47% expense ratio.
Return for Risk
TLOFX vs. IMOAX — Risk / Return Rank
TLOFX
IMOAX
TLOFX vs. IMOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Large Value Opportunities (TLOFX) and Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX). 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.
| TLOFX | IMOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 1.10 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.70 | 1.55 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.22 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.36 | -0.93 |
Martin ratioReturn relative to average drawdown | 1.85 | 5.90 | -4.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TLOFX | IMOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 1.10 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.46 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.57 | -0.10 |
Correlation
The correlation between TLOFX and IMOAX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TLOFX vs. IMOAX - Dividend Comparison
TLOFX's dividend yield for the trailing twelve months is around 15.39%, more than IMOAX's 6.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLOFX Transamerica Large Value Opportunities | 15.39% | 15.11% | 23.72% | 1.73% | 8.52% | 17.26% | 2.02% | 2.52% | 23.00% | 3.02% | 0.00% | 0.00% |
IMOAX Transamerica Asset Allocation Moderate Portfolio Fund | 6.54% | 6.31% | 4.98% | 3.65% | 1.55% | 8.17% | 4.08% | 5.74% | 10.16% | 7.86% | 5.53% | 6.74% |
Drawdowns
TLOFX vs. IMOAX - Drawdown Comparison
The maximum TLOFX drawdown since its inception was -37.99%, roughly equal to the maximum IMOAX drawdown of -37.71%. Use the drawdown chart below to compare losses from any high point for TLOFX and IMOAX.
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Drawdown Indicators
| TLOFX | IMOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.99% | -37.71% | -0.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.55% | -7.04% | -4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -24.34% | -22.51% | -1.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.51% | — |
Current DrawdownCurrent decline from peak | -8.18% | -6.10% | -2.08% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -4.94% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 1.62% | +1.04% |
Volatility
TLOFX vs. IMOAX - Volatility Comparison
Transamerica Large Value Opportunities (TLOFX) and Transamerica Asset Allocation Moderate Portfolio Fund (IMOAX) have volatilities of 3.38% and 3.33%, 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
| TLOFX | IMOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 3.33% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 7.49% | 5.66% | +1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.20% | 9.47% | +5.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 9.11% | +7.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 8.89% | +9.94% |