TMIFX vs. USMIX
TMIFX (Transamerica Mid Cap Growth) and USMIX (USAA Extended Market Index Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, TMIFX returned 3.15%/yr vs 6.30%/yr for USMIX. Their correlation of 0.86 means they have usually moved in the same direction. TMIFX charges 0.95%/yr vs 0.38%/yr for USMIX.
Performance
TMIFX vs. USMIX - 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 USMIX's 14.54% 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%
USMIX
- 1D
- 0.74%
- 1M
- -0.85%
- 6M
- 10.00%
- YTD
- 14.54%
- 1Y
- 27.62%
- 3Y*
- 14.44%
- 5Y*
- 6.30%
- 10Y*
- 11.58%
- ALL TIME*
- 8.65%
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. USMIX - 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% |
USMIX USAA Extended Market Index Fund | 14.54% | 10.44% | 11.99% | 25.81% | -24.04% | 15.29% | 31.20% | 27.93% | -9.71% | 13.47% |
Correlation
The correlation between TMIFX and USMIX is 0.80, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Mar 8, 2017 | 0.86 |
The correlation between TMIFX and USMIX has been stable across timeframes, ranging from 0.79 to 0.86 - a consistent structural relationship.
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Return for Risk
TMIFX vs. USMIX — Risk / Return Rank
TMIFX
USMIX
TMIFX vs. USMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Mid Cap Growth (TMIFX) and USAA Extended Market Index Fund (USMIX). 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 | USMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.59 | ||
| Sortino ratioReturn per unit of downside risk | -2.22 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.26 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 2.47 | -2.61 |
| Martin ratioReturn relative to average drawdown | -0.36 | 9.02 | -9.38 |
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Drawdowns
TMIFX vs. USMIX - Drawdown Comparison
The maximum TMIFX drawdown since its inception was -55.26%, roughly equal to the maximum USMIX drawdown of -57.91%. Use the drawdown chart below to compare losses from any high point for TMIFX and USMIX.
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Drawdown Indicators
| TMIFX | USMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -57.91% | +2.65% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -9.97% | -4.54% |
Max Drawdown (3Y)Largest decline over 3 years | -25.66% | -31.84% | +6.18% |
Max Drawdown (5Y)Largest decline over 5 years | -55.26% | -37.86% | -17.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.86% | — |
Current DrawdownCurrent decline from peak | -16.47% | -1.33% | -15.14% |
Average DrawdownAverage peak-to-trough decline | -19.05% | -11.93% | -7.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.01% | 2.73% | +3.28% |
Volatility
TMIFX vs. USMIX - Volatility Comparison
Transamerica Mid Cap Growth (TMIFX) has a higher volatility of 4.54% compared to USAA Extended Market Index Fund (USMIX) at 3.25%. This indicates that TMIFX's price experiences larger fluctuations and is considered to be riskier than USMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMIFX | USMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 3.25% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 14.38% | 11.77% | +2.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 16.60% | +1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.69% | 24.94% | +10.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.89% | 23.62% | +6.27% |
TMIFX vs. USMIX - Expense Ratio Comparison
TMIFX has a 0.95% expense ratio, which is higher than USMIX's 0.38% expense ratio.
Dividends
TMIFX vs. USMIX - Dividend Comparison
TMIFX's dividend yield for the trailing twelve months is around 23.27%, more than USMIX's 5.65% 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% |
USMIX USAA Extended Market Index Fund | 5.65% | 6.47% | 14.41% | 4.41% | 8.78% | 17.98% | 3.32% | 3.18% | 6.48% | 7.48% | 7.07% | 8.02% |
Frequently Asked Questions
TMIFX and USMIX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TMIFX has higher volatility (4.54%) compared to USMIX (3.25%). In terms of maximum drawdown, TMIFX dropped -55.26% vs USMIX's -57.91%.
USMIX currently has the higher Sharpe Ratio (1.48 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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