TMIFX vs. KMKAX
TMIFX (Transamerica Mid Cap Growth) and KMKAX (Kinetics Market Opportunities Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, TMIFX returned 3.15%/yr vs 15.01%/yr for KMKAX. Their 0.44 correlation means their historical movements had little consistent relationship. TMIFX charges 0.95%/yr vs 1.65%/yr for KMKAX.
Performance
TMIFX vs. KMKAX - Performance Comparison
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Returns By Period
In the year-to-date period, TMIFX achieves a 5.75% return, which is significantly lower than KMKAX's 13.52% return.
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%
KMKAX
- 1D
- 1.12%
- 1M
- 0.06%
- 6M
- 3.21%
- YTD
- 13.52%
- 1Y
- 7.76%
- 3Y*
- 30.44%
- 5Y*
- 15.01%
- 10Y*
- 19.56%
- ALL TIME*
- 12.01%
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 |
TMIFX vs. KMKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
KMKAX Kinetics Market Opportunities Fund | 13.52% | -3.31% | 83.58% | -7.57% | 14.69% | 27.69% | 19.31% | 22.42% | -10.92% | 46.73% |
Correlation
The correlation between TMIFX and KMKAX is 0.36, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.36 |
Correlation (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.44 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.44 |
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Return for Risk
TMIFX vs. KMKAX — Risk / Return Rank
TMIFX
KMKAX
TMIFX vs. KMKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and Kinetics Market Opportunities Fund (KMKAX). 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.
| TMIFX | KMKAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.05 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 0.23 | -0.37 |
| Martin ratioReturn relative to average drawdown | -0.36 | 0.52 | -0.88 |
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Drawdowns
TMIFX vs. KMKAX - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, smaller than the maximum KMKAX drawdown of -65.57%. Use the drawdown chart below to compare losses from any high point for TMIFX and KMKAX.
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Drawdown Indicators
| TMIFX | KMKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -65.57% | +10.31% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -20.20% | +5.69% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -28.45% | +2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -31.56% | -23.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.56% | — |
Current DrawdownCurrent decline from peak | -16.47% | -16.97% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -15.53% | -3.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 9.11% | -3.10% |
Volatility
TMIFX vs. KMKAX - Volatility Comparison
The current volatility for Transamerica Mid Cap Growth (TMIFX) is 4.54%, while Kinetics Market Opportunities Fund (KMKAX) has a volatility of 6.01%. This indicates that TMIFX experiences smaller price fluctuations and is considered to be less risky than KMKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMIFX | KMKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 6.01% | -1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 19.51% | -5.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 24.43% | -6.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 26.51% | +9.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 23.78% | +6.11% |
TMIFX vs. KMKAX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is lower than KMKAX's 1.65% expense ratio.
Dividends
TMIFX vs. KMKAX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than KMKAX's 0.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
KMKAX Kinetics Market Opportunities Fund | 0.53% | 0.61% | 0.66% | 0.69% | 1.19% | 1.29% | 0.02% | 0.07% | 9.28% | 0.51% |
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% |
Frequently Asked Questions
TMIFX and KMKAX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KMKAX has higher volatility (6.01%) compared to TMIFX (4.54%). In terms of maximum drawdown, TMIFX dropped -55.26% vs KMKAX's -65.57%.
KMKAX currently has the higher Sharpe Ratio (0.19 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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