IBALX vs. TADAX
Compare and contrast key facts about Transamerica Multi-Managed Balanced Fund (IBALX) and Transamerica US Growth (TADAX).
IBALX is managed by Blackrock. It was launched on Dec 1, 1994. TADAX is managed by Transamerica. It was launched on Nov 13, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBALX or TADAX.
Correlation
The correlation between IBALX and TADAX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IBALX vs. TADAX - Performance Comparison
Key characteristics
IBALX:
0.72
TADAX:
0.22
IBALX:
0.93
TADAX:
0.41
IBALX:
1.15
TADAX:
1.07
IBALX:
0.75
TADAX:
0.27
IBALX:
2.27
TADAX:
0.75
IBALX:
3.16%
TADAX:
6.73%
IBALX:
9.99%
TADAX:
22.47%
IBALX:
-48.29%
TADAX:
-44.82%
IBALX:
-6.73%
TADAX:
-14.30%
Returns By Period
In the year-to-date period, IBALX achieves a 2.21% return, which is significantly lower than TADAX's 4.11% return. Over the past 10 years, IBALX has underperformed TADAX with an annualized return of 4.44%, while TADAX has yielded a comparatively higher 5.92% annualized return.
IBALX
2.21%
3.00%
-1.25%
7.65%
4.03%
4.44%
TADAX
4.11%
5.21%
-2.66%
4.77%
4.48%
5.92%
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IBALX vs. TADAX - Expense Ratio Comparison
IBALX has a 0.96% expense ratio, which is lower than TADAX's 1.02% expense ratio.
Risk-Adjusted Performance
IBALX vs. TADAX — Risk-Adjusted Performance Rank
IBALX
TADAX
IBALX vs. TADAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Multi-Managed Balanced Fund (IBALX) and Transamerica US Growth (TADAX). 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.
Dividends
IBALX vs. TADAX - Dividend Comparison
IBALX's dividend yield for the trailing twelve months is around 1.63%, while TADAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBALX Transamerica Multi-Managed Balanced Fund | 1.63% | 1.66% | 1.48% | 1.09% | 0.60% | 0.90% | 1.22% | 1.50% | 1.09% | 1.16% | 1.01% | 1.10% |
TADAX Transamerica US Growth | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.14% |
Drawdowns
IBALX vs. TADAX - Drawdown Comparison
The maximum IBALX drawdown since its inception was -48.29%, which is greater than TADAX's maximum drawdown of -44.82%. Use the drawdown chart below to compare losses from any high point for IBALX and TADAX. For additional features, visit the drawdowns tool.
Volatility
IBALX vs. TADAX - Volatility Comparison
The current volatility for Transamerica Multi-Managed Balanced Fund (IBALX) is 2.41%, while Transamerica US Growth (TADAX) has a volatility of 5.71%. This indicates that IBALX experiences smaller price fluctuations and is considered to be less risky than TADAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.