IAAAX vs. VOYA
IAAAX (Transamerica Asset Allocation Growth Portfolio Fund) is Diversified Portfolio fund managed by Transamerica, while VOYA (Voya Financial, Inc.) is a stock. Over the past 10 years, IAAAX returned 10.78%/yr vs 16.24%/yr for VOYA. Their 0.60 correlation means they have sometimes moved together and sometimes differently.
Performance
IAAAX vs. VOYA - Performance Comparison
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Returns By Period
In the year-to-date period, IAAAX achieves a 9.70% return, which is significantly lower than VOYA's 35.16% return. Over the past 10 years, IAAAX has underperformed VOYA with an annualized return of 10.78%, while VOYA has yielded a comparatively higher 16.24% annualized return.
IAAAX
- 1D
- 2.26%
- 1M
- 0.22%
- 6M
- 6.67%
- YTD
- 9.70%
- 1Y
- 21.36%
- 3Y*
- 17.49%
- 5Y*
- 9.16%
- 10Y*
- 10.78%
- ALL TIME*
- 7.56%
VOYA
- 1D
- -0.84%
- 1M
- 5.36%
- 6M
- 31.33%
- YTD
- 35.16%
- 1Y
- 51.47%
- 3Y*
- 12.86%
- 5Y*
- 11.23%
- 10Y*
- 16.24%
- ALL TIME*
- 14.33%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $82.91M | $95.16M | $103.99M |
IAAAX vs. VOYA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IAAAX Transamerica Asset Allocation Growth Portfolio Fund | 9.70% | 21.45% | 17.37% | 20.04% | -19.24% | 16.14% | 18.87% | 21.75% | -11.48% | 20.17% |
VOYA Voya Financial, Inc. | 35.16% | 11.05% | -3.43% | 20.69% | -6.06% | 14.05% | -2.47% | 53.73% | -18.80% | 26.26% |
Correlation
The correlation between IAAAX and VOYA is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.46 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.58 |
Correlation (All Time) Calculated using the full available price history since May 2, 2013 | 0.60 |
Over the past year, the correlation between IAAAX and VOYA has dropped to 0.38 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
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Return for Risk
IAAAX vs. VOYA — Risk / Return Rank
IAAAX
VOYA
IAAAX vs. VOYA - Risk-Adjusted Trends Comparison
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IAAAX | VOYA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.78 | -0.83 |
| Martin ratioReturn relative to average drawdown | 8.39 | 7.27 | +1.12 |
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Drawdowns
IAAAX vs. VOYA - Drawdown Comparison
The maximum IAAAX drawdown since its inception was -56.57%, 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.
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Drawdown Indicators
| IAAAX | VOYA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.57% | -52.15% | -4.42% |
Max Drawdown (1Y)Largest decline over 1 year | -9.85% | -16.52% | +6.67% |
Max Drawdown (3Y)Largest decline over 3 years | -17.90% | -34.55% | +16.65% |
Max Drawdown (5Y)Largest decline over 5 years | -29.29% | -34.55% | +5.26% |
Max Drawdown (10Y)Largest decline over 10 years | -35.34% | -52.15% | +16.81% |
Current DrawdownCurrent decline from peak | -0.70% | -1.15% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -11.72% | +2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 6.31% | -4.04% |
Volatility
IAAAX vs. VOYA - Volatility Comparison
The current volatility for Transamerica Asset Allocation Growth Portfolio Fund (IAAAX) is 3.93%, while Voya Financial, Inc. (VOYA) has a volatility of 5.36%. 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.
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Volatility by Period
| IAAAX | VOYA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.93% | 5.36% | -1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 11.30% | 20.53% | -9.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.03% | 27.26% | -13.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | 28.89% | -12.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.85% | 30.23% | -13.38% |
Dividends
IAAAX vs. VOYA - Dividend Comparison
IAAAX's dividend yield for the trailing twelve months is around 6.58%, more than VOYA's 1.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAAAX Transamerica Asset Allocation Growth Portfolio Fund | 6.58% | 7.21% | 5.16% | 2.79% | 8.74% | 8.25% | 4.13% | 9.02% | 19.05% | 11.01% | 8.16% | 9.44% |
VOYA Voya Financial, Inc. | 1.87% | 2.44% | 2.47% | 1.64% | 1.37% | 1.11% | 1.02% | 1.00% | 0.10% | 0.08% | 0.10% | 0.11% |
Frequently Asked Questions
IAAAX and VOYA have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VOYA has higher volatility (5.36%) compared to IAAAX (3.93%). In terms of maximum drawdown, IAAAX dropped -56.57% vs VOYA's -52.15%.
VOYA currently has the higher Sharpe Ratio (1.68 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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