IAAAX vs. VOYA

Last updated Apr 2, 2026

Compare and contrast key facts about Transamerica Asset Allocation Growth Portfolio Fund (IAAAX) and Voya Financial, Inc. (VOYA).

IAAAX is managed by Transamerica. It was launched on Feb 28, 2002.

Performance

IAAAX vs. VOYA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Transamerica Asset Allocation Growth Portfolio Fund (IAAAX) and Voya Financial, Inc. (VOYA). The values are adjusted to include any dividend payments, if applicable.

IAAAX vs. VOYA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IAAAX Transamerica Asset Allocation Growth Portfolio Fund	-3.55%	21.45%	17.37%	20.04%	-19.24%	16.14%	18.87%	21.75%	-11.48%	20.17%
VOYA Voya Financial, Inc.	-9.49%	11.05%	-3.43%	20.69%	-6.06%	14.05%	-2.47%	53.73%	-18.80%	26.26%

Returns By Period

In the year-to-date period, IAAAX achieves a -3.55% return, which is significantly higher than VOYA's -9.49% return. Both investments have delivered pretty close results over the past 10 years, with IAAAX having a 9.92% annualized return and VOYA not far behind at 9.53%.

IAAAX

• 1D: 2.97%
• 1M: -6.10%
• YTD: -3.55%
• 6M: -0.47%
• 1Y: 18.90%
• 3Y*: 15.86%
• 5Y*: 7.70%
• 10Y*: 9.92%

VOYA

• 1D: -1.98%
• 1M: -1.60%
• YTD: -9.49%
• 6M: -8.57%
• 1Y: 1.19%
• 3Y*: 0.18%
• 5Y*: 2.50%
• 10Y*: 9.53%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

IAAAX vs. VOYA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IAAAX

IAAAX Risk / Return Rank: 61
IAAAX Sharpe Ratio Rank: 55
IAAAX Sortino Ratio Rank: 57
IAAAX Omega Ratio Rank: 58
IAAAX Calmar Ratio Rank: 62
IAAAX Martin Ratio Rank: 71

VOYA

VOYA Risk / Return Rank: 40
VOYA Sharpe Ratio Rank: 41
VOYA Sortino Ratio Rank: 36
VOYA Omega Ratio Rank: 36
VOYA Calmar Ratio Rank: 42
VOYA Martin Ratio Rank: 42

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	IAAAX	VOYA	Difference
Sharpe ratio Return per unit of total volatility	1.08	0.03	+1.04
Sortino ratio Return per unit of downside risk	1.59	0.29	+1.30
Omega ratio Gain probability vs. loss probability	1.24	1.04	+0.20
Calmar ratio Return relative to maximum drawdown	1.57	0.07	+1.50
Martin ratio Return relative to average drawdown	7.22	0.19	+7.03
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IAAAX vs. VOYA - Sharpe Ratio Comparison

The current IAAAX Sharpe Ratio is 1.08, which is higher than the VOYA Sharpe Ratio of 0.03. 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.

Sharpe Ratios by Period

	IAAAX	VOYA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.08	0.03	+1.04
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.48	0.09	+0.39
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.59	0.31	+0.28
Sharpe Ratio (All Time) Calculated using the full available price history	0.40	0.36	+0.04

Correlation

The correlation between IAAAX and VOYA is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

IAAAX vs. VOYA - Dividend Comparison

IAAAX's dividend yield for the trailing twelve months is around 7.48%, more than VOYA's 2.75% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IAAAX Transamerica Asset Allocation Growth Portfolio Fund	7.48%	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.	2.75%	2.44%	2.47%	1.64%	1.37%	1.11%	1.02%	1.00%	0.10%	0.08%	0.10%	0.11%

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.

Drawdown Indicators

	IAAAX	VOYA	Difference
Max Drawdown Largest peak-to-trough decline	-56.57%	-52.15%	-4.42%
Max Drawdown (1Y) Largest decline over 1 year	-12.30%	-21.36%	+9.06%
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 Drawdown Current decline from peak	-7.17%	-17.09%	+9.92%
Average Drawdown Average peak-to-trough decline	-9.59%	-11.95%	+2.36%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.67%	7.76%	-5.09%

Volatility

IAAAX vs. VOYA - Volatility Comparison

The current volatility for Transamerica Asset Allocation Growth Portfolio Fund (IAAAX) is 6.16%, while Voya Financial, Inc. (VOYA) has a volatility of 8.62%. 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.

Volatility by Period

	IAAAX	VOYA	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.16%	8.62%	-2.46%
Volatility (6M) Calculated over the trailing 6-month period	10.26%	21.04%	-10.78%
Volatility (1Y) Calculated over the trailing 1-year period	17.97%	35.04%	-17.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.29%	28.94%	-12.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.79%	30.72%	-13.93%