TSLTX vs. TSLA
TSLTX (Transamerica Small Cap Value) is Small Cap Value Equities fund managed by Transamerica, while TSLA (Tesla, Inc.) is a stock. Over the past 5 years, TSLTX returned 9.46%/yr vs 10.99%/yr for TSLA. At a 0.38 correlation, their price movements are largely independent.
Performance
TSLTX vs. TSLA - Performance Comparison
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Returns By Period
In the year-to-date period, TSLTX achieves a 25.53% return, which is significantly higher than TSLA's -15.14% return.
TSLTX
- 1D
- 0.78%
- 1M
- 4.51%
- YTD
- 25.53%
- 6M
- 23.62%
- 1Y
- 46.06%
- 3Y*
- 19.98%
- 5Y*
- 9.46%
- 10Y*
- —
TSLA
- 1D
- -5.79%
- 1M
- -10.42%
- YTD
- -15.14%
- 6M
- -21.41%
- 1Y
- 9.44%
- 3Y*
- 14.14%
- 5Y*
- 10.99%
- 10Y*
- 40.34%
TSLTX vs. TSLA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TSLTX Transamerica Small Cap Value | 25.53% | 9.56% | 12.59% | 8.84% | -12.51% | 31.10% | 5.99% | 20.91% | -16.42% |
TSLA Tesla, Inc. | -15.14% | 11.36% | 62.52% | 101.72% | -65.03% | 49.76% | 743.44% | 25.70% | 5.14% |
Correlation
The correlation between TSLTX and TSLA is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.38 |
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Return for Risk
TSLTX vs. TSLA — Risk / Return Rank
TSLTX
TSLA
TSLTX vs. TSLA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Small Cap Value (TSLTX) and Tesla, Inc. (TSLA). 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.
| TSLTX | TSLA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.68 | ||
| Sortino ratioReturn per unit of downside risk | +3.41 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.07 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 6.23 | 0.32 | +5.92 |
| Martin ratioReturn relative to average drawdown | 20.75 | 0.72 | +20.04 |
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Drawdowns
TSLTX vs. TSLA - Drawdown Comparison
The maximum TSLTX drawdown since its inception was -55.58%, smaller than the maximum TSLA drawdown of -73.63%. Use the drawdown chart below to compare losses from any high point for TSLTX and TSLA.
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Drawdown Indicators
| TSLTX | TSLA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.58% | -73.63% | +18.05% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -29.93% | +22.20% |
Max Drawdown (3Y)Largest decline over 3 years | -26.62% | -53.77% | +27.15% |
Max Drawdown (5Y)Largest decline over 5 years | -55.58% | -73.63% | +18.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -73.63% | — |
Current DrawdownCurrent decline from peak | -15.32% | -22.10% | +6.78% |
Average DrawdownAverage peak-to-trough decline | -28.37% | -22.71% | -5.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 13.37% | -11.05% |
Volatility
TSLTX vs. TSLA - Volatility Comparison
The current volatility for Transamerica Small Cap Value (TSLTX) is 4.60%, while Tesla, Inc. (TSLA) has a volatility of 14.29%. This indicates that TSLTX experiences smaller price fluctuations and is considered to be less risky than TSLA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSLTX | TSLA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 14.29% | -9.69% |
Volatility (6M)Calculated over the trailing 6-month period | 11.19% | 28.36% | -17.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.65% | 44.68% | -28.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 50.01% | 59.03% | -9.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.48% | 59.11% | -15.63% |
Dividends
TSLTX vs. TSLA - Dividend Comparison
TSLTX's dividend yield for the trailing twelve months is around 4.29%, while TSLA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
TSLA Tesla, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TSLTX Transamerica Small Cap Value | 4.29% | 5.38% | 27.99% | 2.99% | 21.70% | 77.67% | 0.24% | 4.26% | 11.17% |
Frequently Asked Questions
TSLTX and TSLA have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TSLA has higher volatility (14.29%) compared to TSLTX (4.60%). In terms of maximum drawdown, TSLTX dropped -55.58% vs TSLA's -73.63%.
TSLTX currently has the higher Sharpe Ratio (2.90 vs 0.22), 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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