IAAAX vs. VOYA

In the year-to-date period, IAAAX achieves a 4.96% return, which is significantly higher than VOYA's -2.09% return. Over the past 10 years, IAAAX has underperformed VOYA with an annualized return of 1.13%, while VOYA has yielded a comparatively higher 4.83% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Transamerica Asset Allocation Growth Portfolio Fund (IAAAX) and Voya Financial, Inc. (VOYA). 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.

The current IAAAX Sharpe Ratio is 0.44, which is higher than the VOYA Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of IAAAX and VOYA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IAAAX's dividend yield for the trailing twelve months is around 4.92%, more than VOYA's 2.71% yield.

The maximum IAAAX drawdown since its inception was -57.85%, which is greater than VOYA's maximum drawdown of -52.15%. Use the drawdown chart below to compare losses from any high point for IAAAX and VOYA.

The current volatility for Transamerica Asset Allocation Growth Portfolio Fund (IAAAX) is 4.13%, while Voya Financial, Inc. (VOYA) has a volatility of 11.63%. This indicates that IAAAX experiences smaller price fluctuations and is considered to be less risky than VOYA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.