Transamerica Short-Term Bond Fund (ITAAX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ITAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ITAAX
ITAAX charges 0.70% annually. There are 91 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | ITAAX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | ITAAX vs VISTX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | ITAAX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | ITAAX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | ITAAX vs VBISX |
Best Risk-Adjusted Alternatives to ITAAX
ITAAX has a PortfoliosLab risk / return rank of 68. There are 73 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | ITAAX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | ITAAX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | ITAAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | ITAAX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | ITAAX vs DBLSX |
Top Performing ITAAX Alternatives (YTD)
ITAAX is at 0.71% YTD. There are 72 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | ITAAX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | ITAAX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | ITAAX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | ITAAX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | ITAAX vs BATAX |
Lowest Volatility Alternatives to ITAAX
ITAAX has 1.79% 1-year volatility. There are 36 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | ITAAX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | ITAAX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | ITAAX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | ITAAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | ITAAX vs DHEAX |
Lowest Drawdown Alternatives to ITAAX
ITAAX has a 1-year max drawdown of -1.28%. There are 59 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | ITAAX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | ITAAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | ITAAX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | ITAAX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | ITAAX vs HOBEX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, TISVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 31 | 10.15% | — | Nov 2009 | ITAAX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 53 | 10.35% | — | Feb 2002 | ITAAX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 18 | 9.29% | — | Jan 2013 | ITAAX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | 0.98% | — | Mar 1999 | ITAAX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 7.58% | — | Feb 2002 | ITAAX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 62 | 2.46% | — | Jul 2013 | ITAAX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 4.79% | — | Aug 2011 | ITAAX vs EMTIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 31 | 7.78% | — | Sep 2000 | ITAAX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 55 | 5.63% | — | Feb 2002 | ITAAX vs IMOAX | |
| Transamerica International Equity | Foreign Large Cap Equities | 35 | 12.64% | — | Dec 1992 | ITAAX vs TSWIX |
Often Compared With ITAAX
Investors most often compare ITAAX with QQQ, TSDLX, IIVAX. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 73 | 21.30% | 493.99B | Mar 1999 | ITAAX vs QQQ | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 96 | 0.90% | — | Dec 2020 | ITAAX vs TSDLX | |
| Transamerica Small/Mid Cap Value Fund | Mid Cap Value Equities | 45 | 10.90% | — | Apr 2001 | ITAAX vs IIVAX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | ITAAX vs STBFX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 71 | 0.90% | — | Mar 2006 | ITAAX vs CMFIX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 86 | 21.86% | — | Jan 2003 | ITAAX vs TSLTX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 66 | 1.52% | — | Jun 1996 | ITAAX vs DFCFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | ITAAX vs SNSAX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 94 | 1.61% | — | Mar 2017 | ITAAX vs DLDFX |
Compare ITAAX with Any Fund or Stock
Compare ITAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ITAAX with funds that move differently
Transamerica Short-Term Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ITAAX.
Explore ITAAX Diversifiers