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TMIFX vs. THYIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TMIFX vs. THYIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Transamerica Mid Cap Growth (TMIFX) and Transamerica High Yield Muni (THYIX). The values are adjusted to include any dividend payments, if applicable.

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TMIFX vs. THYIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TMIFX
Transamerica Mid Cap Growth
-8.29%6.85%16.25%31.92%-32.11%8.15%30.28%42.96%-19.90%12.49%
THYIX
Transamerica High Yield Muni
-0.37%3.17%6.05%8.24%-18.68%7.94%3.15%9.62%0.66%8.84%

Returns By Period

In the year-to-date period, TMIFX achieves a -8.29% return, which is significantly lower than THYIX's -0.37% return.


TMIFX

1D
-0.25%
1M
-8.81%
YTD
-8.29%
6M
-12.39%
1Y
7.04%
3Y*
10.15%
5Y*
1.84%
10Y*

THYIX

1D
0.19%
1M
-2.55%
YTD
-0.37%
6M
1.32%
1Y
2.15%
3Y*
4.59%
5Y*
0.27%
10Y*
2.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TMIFX vs. THYIX - Expense Ratio Comparison

TMIFX has a 0.95% expense ratio, which is higher than THYIX's 0.76% expense ratio.


Return for Risk

TMIFX vs. THYIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TMIFX
TMIFX Risk / Return Rank: 1111
Overall Rank
TMIFX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
TMIFX Sortino Ratio Rank: 1111
Sortino Ratio Rank
TMIFX Omega Ratio Rank: 1111
Omega Ratio Rank
TMIFX Calmar Ratio Rank: 1111
Calmar Ratio Rank
TMIFX Martin Ratio Rank: 1010
Martin Ratio Rank

THYIX
THYIX Risk / Return Rank: 1818
Overall Rank
THYIX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
THYIX Sortino Ratio Rank: 1515
Sortino Ratio Rank
THYIX Omega Ratio Rank: 2424
Omega Ratio Rank
THYIX Calmar Ratio Rank: 1818
Calmar Ratio Rank
THYIX Martin Ratio Rank: 1515
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TMIFX vs. THYIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and Transamerica High Yield Muni (THYIX). 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.


TMIFXTHYIXDifference

Sharpe ratio

Return per unit of total volatility

0.28

0.48

-0.21

Sortino ratio

Return per unit of downside risk

0.55

0.66

-0.11

Omega ratio

Gain probability vs. loss probability

1.07

1.13

-0.06

Calmar ratio

Return relative to maximum drawdown

0.28

0.55

-0.26

Martin ratio

Return relative to average drawdown

0.74

1.42

-0.68

TMIFX vs. THYIX - Sharpe Ratio Comparison

The current TMIFX Sharpe Ratio is 0.28, which is lower than the THYIX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of TMIFX and THYIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TMIFXTHYIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.28

0.48

-0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.05

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.87

-0.63

Correlation

The correlation between TMIFX and THYIX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

TMIFX vs. THYIX - Dividend Comparison

TMIFX's dividend yield for the trailing twelve months is around 26.83%, more than THYIX's 4.15% yield.


TTM20252024202320222021202020192018201720162015
TMIFX
Transamerica Mid Cap Growth
26.83%24.61%4.10%0.00%0.00%43.24%4.67%1.66%53.57%0.09%0.00%0.00%
THYIX
Transamerica High Yield Muni
4.15%4.52%3.93%3.18%2.81%3.10%3.64%3.65%3.81%3.10%4.42%3.40%

Drawdowns

TMIFX vs. THYIX - Drawdown Comparison

The maximum TMIFX drawdown since its inception was -55.26%, which is greater than THYIX's maximum drawdown of -23.56%. Use the drawdown chart below to compare losses from any high point for TMIFX and THYIX.


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Drawdown Indicators


TMIFXTHYIXDifference

Max Drawdown

Largest peak-to-trough decline

-55.26%

-23.56%

-31.70%

Max Drawdown (1Y)

Largest decline over 1 year

-15.00%

-5.74%

-9.26%

Max Drawdown (5Y)

Largest decline over 5 years

-55.26%

-23.56%

-31.70%

Max Drawdown (10Y)

Largest decline over 10 years

-23.56%

Current Drawdown

Current decline from peak

-27.56%

-4.07%

-23.49%

Average Drawdown

Average peak-to-trough decline

-19.15%

-4.61%

-14.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.67%

2.20%

+3.47%

Volatility

TMIFX vs. THYIX - Volatility Comparison

Transamerica Mid Cap Growth (TMIFX) has a higher volatility of 5.47% compared to Transamerica High Yield Muni (THYIX) at 1.12%. This indicates that TMIFX's price experiences larger fluctuations and is considered to be riskier than THYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TMIFXTHYIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.47%

1.12%

+4.35%

Volatility (6M)

Calculated over the trailing 6-month period

13.02%

1.89%

+11.13%

Volatility (1Y)

Calculated over the trailing 1-year period

23.12%

5.72%

+17.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.54%

5.33%

+30.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.21%

4.96%

+25.25%