IALAX vs. VGT

In the year-to-date period, IALAX achieves a -5.28% return, which is significantly higher than VGT's -11.99% return. Over the past 10 years, IALAX has underperformed VGT with an annualized return of 11.85%, while VGT has yielded a comparatively higher 18.64% annualized return.

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IALAX has a 1.01% expense ratio, which is higher than VGT's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Transamerica Capital Growth Fund (IALAX) and Vanguard Information Technology ETF (VGT). 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 1.20, which is higher than the VGT Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of IALAX and VGT, 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 VGT's dividend yield for the trailing twelve months is around 0.58%.

The maximum IALAX drawdown since its inception was -69.30%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for IALAX and VGT. For additional features, visit the drawdowns tool.

Transamerica Capital Growth Fund (IALAX) has a higher volatility of 22.87% compared to Vanguard Information Technology ETF (VGT) at 19.16%. This indicates that IALAX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.