IALAX vs. XLK

In the year-to-date period, IALAX achieves a 7.93% return, which is significantly higher than XLK's -2.28% return. Over the past 10 years, IALAX has underperformed XLK with an annualized return of 13.49%, while XLK has yielded a comparatively higher 19.55% annualized return.

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IALAX has a 1.01% expense ratio, which is higher than XLK's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Transamerica Capital Growth Fund (IALAX) and Technology Select Sector SPDR Fund (XLK). 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 1.71, which is higher than the XLK Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of IALAX and XLK, 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 XLK's dividend yield for the trailing twelve months is around 0.69%.

The maximum IALAX drawdown since its inception was -69.30%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for IALAX and XLK.

Transamerica Capital Growth Fund (IALAX) has a higher volatility of 8.11% compared to Technology Select Sector SPDR Fund (XLK) at 6.17%. This indicates that IALAX's price experiences larger fluctuations and is considered to be riskier than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.