IALAX vs. FSCSX

In the year-to-date period, IALAX achieves a 10.86% return, which is significantly higher than FSCSX's 2.73% return. Over the past 10 years, IALAX has underperformed FSCSX with an annualized return of 4.77%, while FSCSX has yielded a comparatively higher 9.58% annualized return.

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IALAX has a 1.01% expense ratio, which is higher than FSCSX's 0.67% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Transamerica Capital Growth Fund (IALAX) and Fidelity Select Software & IT Services Portfolio (FSCSX). 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 IALAX Sharpe Ratio is 1.95, which is higher than the FSCSX Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of IALAX and FSCSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither IALAX nor FSCSX has paid dividends to shareholders.

The maximum IALAX drawdown since its inception was -74.70%, which is greater than FSCSX's maximum drawdown of -58.42%. Use the drawdown chart below to compare losses from any high point for IALAX and FSCSX. For additional features, visit the drawdowns tool.

Transamerica Capital Growth Fund (IALAX) has a higher volatility of 7.08% compared to Fidelity Select Software & IT Services Portfolio (FSCSX) at 5.21%. This indicates that IALAX's price experiences larger fluctuations and is considered to be riskier than FSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.