TMIFX vs. UPRO
TMIFX (Transamerica Mid Cap Growth) and UPRO (ProShares UltraPro S&P 500) are both funds - TMIFX is a Mid Cap Growth Equities fund managed by Transamerica, while UPRO is a Leveraged Equities fund tracking the S&P 500. Over the past 5 years, TMIFX returned 3.15%/yr vs 20.10%/yr for UPRO. Their correlation of 0.84 means they have usually moved in the same direction. TMIFX charges 0.95%/yr vs 0.89%/yr for UPRO.
Performance
TMIFX vs. UPRO - 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 UPRO's 26.96% 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%
UPRO
- 1D
- 4.31%
- 1M
- 3.94%
- 6M
- 21.04%
- YTD
- 26.96%
- 1Y
- 60.49%
- 3Y*
- 46.49%
- 5Y*
- 20.10%
- 10Y*
- 28.55%
- ALL TIME*
- 33.42%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $303.16M | $293.07M | $361.38M |
TMIFX vs. UPRO - 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% |
UPRO ProShares UltraPro S&P 500 | 26.96% | 31.88% | 63.57% | 68.53% | -56.84% | 98.64% | 10.09% | 102.30% | -25.11% | 44.84% |
Correlation
The correlation between TMIFX and UPRO is 0.79, 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. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.84 |
The correlation between TMIFX and UPRO has been stable across timeframes, ranging from 0.79 to 0.84 - a consistent structural relationship.
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Return for Risk
TMIFX vs. UPRO — Risk / Return Rank
TMIFX
UPRO
TMIFX vs. UPRO - Risk-Adjusted Trends 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.
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 | UPRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.69 | ||
| Sortino ratioReturn per unit of downside risk | -2.11 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.27 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 2.27 | -2.41 |
| Martin ratioReturn relative to average drawdown | -0.36 | 8.68 | -9.04 |
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Drawdowns
TMIFX vs. UPRO - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, 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.
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Drawdown Indicators
| TMIFX | UPRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -76.82% | +21.56% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -26.78% | +12.27% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -48.87% | +23.21% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -63.94% | +8.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -76.82% | — |
Current DrawdownCurrent decline from peak | -16.47% | -2.80% | -13.67% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -14.34% | -4.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 6.99% | -0.98% |
Volatility
TMIFX vs. UPRO - Volatility Comparison
The current volatility for Transamerica Mid Cap Growth (TMIFX) is 4.54%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 11.49%. 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.
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Volatility by Period
| TMIFX | UPRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 11.49% | -6.95% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 30.61% | -16.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 38.43% | -20.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 50.74% | -15.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 53.81% | -23.92% |
TMIFX vs. UPRO - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is higher than UPRO's 0.89% expense ratio.
Dividends
TMIFX vs. UPRO - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than UPRO's 0.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
UPRO ProShares UltraPro S&P 500 | 0.74% | 0.84% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% |
Frequently Asked Questions
TMIFX and UPRO have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UPRO has higher volatility (11.49%) compared to TMIFX (4.54%). In terms of maximum drawdown, TMIFX dropped -55.26% vs UPRO's -76.82%.
UPRO currently has the higher Sharpe Ratio (1.58 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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