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 0.73, 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:
-0.62
UPRO:
-0.10
TSLTX:
-0.61
UPRO:
0.16
TSLTX:
0.88
UPRO:
1.02
TSLTX:
-0.27
UPRO:
-0.13
TSLTX:
-1.14
UPRO:
-0.44
TSLTX:
15.61%
UPRO:
9.64%
TSLTX:
28.58%
UPRO:
43.84%
TSLTX:
-66.06%
UPRO:
-76.82%
TSLTX:
-64.69%
UPRO:
-34.25%
Returns By Period
In the year-to-date period, TSLTX achieves a -7.04% return, which is significantly higher than UPRO's -26.35% return.
TSLTX
-7.04%
-0.22%
-25.44%
-18.10%
-2.30%
N/A
UPRO
-26.35%
-20.49%
-21.45%
-4.56%
40.61%
19.67%
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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's dividend yield for the trailing twelve months is around 1.19%, less than UPRO's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSLTX Transamerica Small Cap Value | 1.19% | 1.11% | 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 | 1.36% | 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 -66.06%, 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
The current volatility for Transamerica Small Cap Value (TSLTX) is 5.80%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 22.36%. This indicates that TSLTX 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.