Correlation
The correlation between TMIFX and UPRO is 0.85, 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.
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.
Performance
TMIFX vs. UPRO - Performance Comparison
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Key characteristics
TMIFX:
0.79
UPRO:
0.31
TMIFX:
1.05
UPRO:
0.72
TMIFX:
1.17
UPRO:
1.10
TMIFX:
0.46
UPRO:
0.27
TMIFX:
2.51
UPRO:
0.84
TMIFX:
7.39%
UPRO:
15.54%
TMIFX:
26.52%
UPRO:
58.52%
TMIFX:
-55.26%
UPRO:
-76.82%
TMIFX:
-22.34%
UPRO:
-19.46%
Returns By Period
In the year-to-date period, TMIFX achieves a 5.06% return, which is significantly higher than UPRO's -9.79% return.
TMIFX
5.06%
9.52%
0.40%
21.46%
14.92%
8.86%
N/A
UPRO
-9.79%
15.76%
-17.37%
14.90%
20.77%
30.70%
21.55%
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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.
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Dividends
TMIFX vs. UPRO - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 3.90%, more than UPRO's 1.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMIFX Transamerica Mid Cap Growth | 3.90% | 4.10% | 0.00% | 0.00% | 43.24% | 4.68% | 1.65% | 53.57% | 1.68% | 0.00% | 0.00% | 0.00% |
UPRO ProShares UltraPro S&P 500 | 1.11% | 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 -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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Volatility
TMIFX vs. UPRO - Volatility Comparison
The current volatility for Transamerica Mid Cap Growth (TMIFX) is 5.65%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 14.24%. 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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