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:
0.63
UPRO:
1.97
TSLTX:
1.02
UPRO:
2.39
TSLTX:
1.13
UPRO:
1.33
TSLTX:
0.25
UPRO:
2.27
TSLTX:
3.31
UPRO:
11.84
TSLTX:
3.72%
UPRO:
6.18%
TSLTX:
19.69%
UPRO:
37.15%
TSLTX:
-55.58%
UPRO:
-76.82%
TSLTX:
-38.94%
UPRO:
-9.29%
Returns By Period
In the year-to-date period, TSLTX achieves a 11.68% return, which is significantly lower than UPRO's 66.06% return.
TSLTX
11.68%
-4.25%
12.08%
14.29%
8.05%
N/A
UPRO
66.06%
-1.59%
16.70%
73.17%
21.65%
23.57%
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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 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 2.68%, more than UPRO's 0.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSLTX Transamerica Small Cap Value | 2.68% | 2.99% | 1.33% | 1.31% | 0.24% | 2.14% | 1.01% | 4.30% | 0.00% | 0.00% | 0.00% | 0.00% |
UPRO ProShares UltraPro S&P 500 | 0.63% | 0.74% | 0.52% | 0.06% | 0.11% | 0.53% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% | 0.07% |
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
The current volatility for Transamerica Small Cap Value (TSLTX) is 5.29%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 11.17%. 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.