IALAX vs. GOVT

In the year-to-date period, IALAX achieves a 10.66% return, which is significantly higher than GOVT's -0.16% return. Over the past 10 years, IALAX has outperformed GOVT with an annualized return of 13.85%, while GOVT has yielded a comparatively lower 0.80% annualized return.

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IALAX has a 1.01% expense ratio, which is higher than GOVT's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Transamerica Capital Growth Fund (IALAX) and iShares U.S. Treasury Bond ETF (GOVT). 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 1.75, which is higher than the GOVT Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of IALAX and GOVT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IALAX has not paid dividends to shareholders, while GOVT's dividend yield for the trailing twelve months is around 3.36%.

The maximum IALAX drawdown since its inception was -69.30%, which is greater than GOVT's maximum drawdown of -19.78%. Use the drawdown chart below to compare losses from any high point for IALAX and GOVT.

Transamerica Capital Growth Fund (IALAX) has a higher volatility of 8.22% compared to iShares U.S. Treasury Bond ETF (GOVT) at 1.49%. This indicates that IALAX's price experiences larger fluctuations and is considered to be riskier than GOVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.