TSLTX vs. UPRO
Compare and contrast key facts about Transamerica Small Cap Value (TSLTX) and ProShares UltraPro S&P 500 (UPRO).
TSLTX is managed by Transamerica. It was launched on Jan 23, 2003. 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: TSLTX or UPRO.
Correlation
The correlation between TSLTX and UPRO is 0.74, 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.
Performance
TSLTX vs. UPRO - Performance Comparison
Key characteristics
TSLTX:
-0.23
UPRO:
1.77
TSLTX:
-0.09
UPRO:
2.21
TSLTX:
0.98
UPRO:
1.30
TSLTX:
-0.13
UPRO:
2.23
TSLTX:
-0.90
UPRO:
10.33
TSLTX:
7.55%
UPRO:
6.55%
TSLTX:
29.36%
UPRO:
38.27%
TSLTX:
-55.58%
UPRO:
-76.82%
TSLTX:
-51.03%
UPRO:
-8.20%
Returns By Period
In the year-to-date period, TSLTX achieves a 1.81% return, which is significantly lower than UPRO's 2.74% return.
TSLTX
1.81%
-24.25%
-19.81%
-5.42%
3.40%
N/A
UPRO
2.74%
-7.41%
12.03%
69.54%
19.67%
24.87%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TSLTX vs. UPRO - Expense Ratio Comparison
TSLTX has a 0.80% expense ratio, which is lower than UPRO's 0.92% expense ratio.
Risk-Adjusted Performance
TSLTX vs. UPRO — Risk-Adjusted Performance Rank
TSLTX
UPRO
TSLTX vs. UPRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Small Cap Value (TSLTX) 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.
Dividends
TSLTX vs. UPRO - Dividend Comparison
TSLTX has not paid dividends to shareholders, while UPRO's dividend yield for the trailing twelve months is around 0.90%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSLTX Transamerica Small Cap Value | 0.00% | 0.00% | 2.99% | 1.33% | 1.31% | 0.24% | 2.14% | 1.01% | 4.30% | 0.00% | 0.00% | 0.00% |
UPRO ProShares UltraPro S&P 500 | 0.90% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% |
Drawdowns
TSLTX vs. UPRO - Drawdown Comparison
The maximum TSLTX drawdown since its inception was -55.58%, smaller than the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for TSLTX and UPRO. For additional features, visit the drawdowns tool.
Volatility
TSLTX vs. UPRO - Volatility Comparison
Transamerica Small Cap Value (TSLTX) has a higher volatility of 25.14% compared to ProShares UltraPro S&P 500 (UPRO) at 15.02%. This indicates that TSLTX's price experiences larger fluctuations and is considered to be riskier than UPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.