TMLPX vs. CRAK
TMLPX (Transamerica Energy Infrastructure) and CRAK (VanEck Oil Refiners ETF) are both Energy Equities funds. Over the past 10 years, TMLPX returned 9.41%/yr vs 12.77%/yr for CRAK. A 0.60 correlation means they provide meaningful diversification when combined. TMLPX charges 1.26%/yr vs 0.62%/yr for CRAK.
Performance
TMLPX vs. CRAK - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with TMLPX having a 21.06% return and CRAK slightly lower at 20.86%. Over the past 10 years, TMLPX has underperformed CRAK with an annualized return of 9.41%, while CRAK has yielded a comparatively higher 12.77% annualized return.
TMLPX
- 1D
- 1.16%
- 1M
- -4.99%
- YTD
- 21.06%
- 6M
- 21.20%
- 1Y
- 24.24%
- 3Y*
- 23.79%
- 5Y*
- 15.20%
- 10Y*
- 9.41%
CRAK
- 1D
- -0.83%
- 1M
- -6.54%
- YTD
- 20.86%
- 6M
- 20.73%
- 1Y
- 42.08%
- 3Y*
- 19.31%
- 5Y*
- 12.08%
- 10Y*
- 12.77%
TMLPX vs. CRAK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMLPX Transamerica Energy Infrastructure | 21.06% | 3.87% | 38.51% | 5.07% | 9.12% | 23.54% | -11.25% | 15.66% | -15.29% | -0.19% |
CRAK VanEck Oil Refiners ETF | 20.86% | 39.11% | -15.05% | 13.73% | 19.10% | 10.90% | -11.22% | 9.15% | -10.46% | 49.86% |
Correlation
The correlation between TMLPX and CRAK is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Aug 19, 2015 | 0.60 |
Over the past year, the correlation between TMLPX and CRAK has dropped to 0.33 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
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Return for Risk
TMLPX vs. CRAK — Risk / Return Rank
TMLPX
CRAK
TMLPX vs. CRAK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Energy Infrastructure (TMLPX) and VanEck Oil Refiners ETF (CRAK). 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.
| TMLPX | CRAK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.37 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.28 | 3.29 | -0.01 |
| Martin ratioReturn relative to average drawdown | 8.55 | 11.53 | -2.97 |
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Drawdowns
TMLPX vs. CRAK - Drawdown Comparison
The maximum TMLPX drawdown since its inception was -67.18%, which is greater than CRAK's maximum drawdown of -58.80%. Use the drawdown chart below to compare losses from any high point for TMLPX and CRAK.
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Drawdown Indicators
| TMLPX | CRAK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.18% | -58.80% | -8.38% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -12.84% | +5.72% |
Max Drawdown (3Y)Largest decline over 3 years | -16.60% | -35.61% | +19.01% |
Max Drawdown (5Y)Largest decline over 5 years | -16.60% | -35.61% | +19.01% |
Max Drawdown (10Y)Largest decline over 10 years | -55.61% | -58.80% | +3.19% |
Current DrawdownCurrent decline from peak | -5.59% | -12.74% | +7.15% |
Average DrawdownAverage peak-to-trough decline | -22.51% | -12.47% | -10.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 3.66% | -0.93% |
Volatility
TMLPX vs. CRAK - Volatility Comparison
The current volatility for Transamerica Energy Infrastructure (TMLPX) is 5.19%, while VanEck Oil Refiners ETF (CRAK) has a volatility of 6.42%. This indicates that TMLPX experiences smaller price fluctuations and is considered to be less risky than CRAK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMLPX | CRAK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 6.42% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 15.00% | -4.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.06% | 19.11% | -5.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.20% | 20.67% | -3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.80% | 22.17% | -0.37% |
TMLPX vs. CRAK - Expense Ratio Comparison
TMLPX has a 1.26% expense ratio, which is higher than CRAK's 0.62% expense ratio.
Dividends
TMLPX vs. CRAK - Dividend Comparison
TMLPX's dividend yield for the trailing twelve months is around 2.84%, more than CRAK's 1.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRAK VanEck Oil Refiners ETF | 1.67% | 2.02% | 5.60% | 3.65% | 3.08% | 2.40% | 2.64% | 1.49% | 2.42% | 1.66% | 3.42% | 0.47% |
TMLPX Transamerica Energy Infrastructure | 2.84% | 4.33% | 3.71% | 7.34% | 4.83% | 4.33% | 6.09% | 5.65% | 6.10% | 5.51% | 3.95% | 5.58% |
Frequently Asked Questions
TMLPX and CRAK have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CRAK has higher volatility (6.42%) compared to TMLPX (5.19%). In terms of maximum drawdown, TMLPX dropped -67.18% vs CRAK's -58.80%.
CRAK currently has the higher Sharpe Ratio (2.21 vs 1.67), 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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