Transamerica US Growth (TADAX)

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The chart shows the growth of an initial investment of $10,000 in Transamerica US Growth, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Transamerica US Growth (TADAX) has returned -13.15% so far this year and 14.01% over the past 12 months. Looking at the last ten years, TADAX has achieved an annualized return of 14.23%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jan 4, 2010, TADAX's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, your investment would double in approximately 5.1 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +14.8%, while the worst month was Apr 2022 at -11.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, TADAX closed higher 54% of trading days. The best single day was Dec 21, 2021 with a return of +14.2%, while the worst single day was Mar 16, 2020 at -11.7%.

Transamerica US Growth has an annualized alpha of 0.72%, beta of 1.11, and R² of 0.89 versus S&P 500 Index. Calculated based on daily prices since January 05, 2010.

• This fund captured 113.92% of S&P 500 Index gains and 107.33% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.11 and R² of 0.89, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

TADAX has a high expense ratio of 1.02%, indicating above-average management fees.

TADAX ranks 23 for risk / return — below 23% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Transamerica US Growth (TADAX) and compare them to a chosen benchmark (S&P 500 Index).

Transamerica US Growth provided a 5.29% dividend yield over the last twelve months, with an annual payout of $1.47 per share.

The table displays the monthly dividend distributions for Transamerica US Growth. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Transamerica US Growth. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Transamerica US Growth was 39.29%, occurring on Oct 14, 2022. Recovery took 345 trading sessions.

The current Transamerica US Growth drawdown is 16.48%.

The chart below shows the rolling one-month volatility.