TMIFX vs. UPRO
Compare and contrast key facts about Transamerica Mid Cap Growth (TMIFX) and ProShares UltraPro S&P 500 (UPRO).
TMIFX is managed by Transamerica. It was launched on Nov 7, 2001. UPRO is a passively managed fund by ProShares that tracks the performance of the S&P 500 Index (300%). It was launched on Jun 23, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMIFX or UPRO.
Correlation
The correlation between TMIFX and UPRO is 0.84, 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.
Performance
TMIFX vs. UPRO - Performance Comparison
Key characteristics
TMIFX:
1.05
UPRO:
1.61
TMIFX:
1.45
UPRO:
2.06
TMIFX:
1.19
UPRO:
1.28
TMIFX:
0.40
UPRO:
2.50
TMIFX:
3.53
UPRO:
9.16
TMIFX:
4.97%
UPRO:
6.65%
TMIFX:
16.83%
UPRO:
37.98%
TMIFX:
-59.57%
UPRO:
-76.82%
TMIFX:
-29.91%
UPRO:
-0.65%
Returns By Period
In the year-to-date period, TMIFX achieves a 9.14% return, which is significantly lower than UPRO's 11.19% return.
TMIFX
9.14%
4.17%
14.12%
17.92%
-0.98%
N/A
UPRO
11.19%
5.86%
23.11%
60.39%
20.71%
24.19%
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TMIFX vs. UPRO - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is higher than UPRO's 0.92% expense ratio.
Risk-Adjusted Performance
TMIFX vs. UPRO — Risk-Adjusted Performance Rank
TMIFX
UPRO
TMIFX vs. UPRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and ProShares UltraPro S&P 500 (UPRO). 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.
Dividends
TMIFX vs. UPRO - Dividend Comparison
TMIFX has not paid dividends to shareholders, while UPRO's dividend yield for the trailing twelve months is around 0.83%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMIFX Transamerica Mid Cap Growth | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.13% | 0.09% | 0.00% | 0.00% | 0.00% |
UPRO ProShares UltraPro S&P 500 | 0.83% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% |
Drawdowns
TMIFX vs. UPRO - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -59.57%, smaller than the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for TMIFX and UPRO. For additional features, visit the drawdowns tool.
Volatility
TMIFX vs. UPRO - Volatility Comparison
The current volatility for Transamerica Mid Cap Growth (TMIFX) is 4.74%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 9.36%. This indicates that TMIFX experiences smaller price fluctuations and is considered to be less risky than UPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.