ISCGX vs. TISVX
ISCGX (Transamerica Small Cap Growth) and TISVX (Transamerica International Small Cap Value) are both mutual funds - ISCGX is a Small Cap Growth Equities fund managed by Transamerica, while TISVX is a Foreign Small & Mid Cap Equities fund managed by Transamerica. Over the past 10 years, ISCGX returned 7.64%/yr vs 9.55%/yr for TISVX. Their 0.55 correlation means they have sometimes moved together and sometimes differently. ISCGX charges 1.06%/yr vs 1.01%/yr for TISVX.
Performance
ISCGX vs. TISVX - Performance Comparison
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Returns By Period
In the year-to-date period, ISCGX achieves a 4.53% return, which is significantly lower than TISVX's 11.23% return. Over the past 10 years, ISCGX has underperformed TISVX with an annualized return of 7.64%, while TISVX has yielded a comparatively higher 9.55% annualized return.
ISCGX
- 1D
- 1.92%
- 1M
- -5.52%
- 6M
- 2.31%
- YTD
- 4.53%
- 1Y
- 5.50%
- 3Y*
- 2.74%
- 5Y*
- -1.69%
- 10Y*
- 7.64%
- ALL TIME*
- 9.21%
TISVX
- 1D
- 2.68%
- 1M
- 0.15%
- 6M
- 5.34%
- YTD
- 11.23%
- 1Y
- 17.08%
- 3Y*
- 15.87%
- 5Y*
- 8.19%
- 10Y*
- 9.55%
- ALL TIME*
- 7.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ISCGX vs. TISVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISCGX Transamerica Small Cap Growth | 4.53% | -3.41% | 6.12% | 20.01% | -30.85% | 18.23% | 32.20% | 29.47% | -7.71% | 15.56% |
TISVX Transamerica International Small Cap Value | 11.23% | 30.68% | 5.53% | 17.39% | -17.32% | 12.40% | 8.91% | 25.49% | -16.32% | 30.46% |
Correlation
The correlation between ISCGX and TISVX is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.65 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.55 |
The correlation between ISCGX and TISVX has been stable across timeframes, ranging from 0.55 to 0.65 - a consistent structural relationship.
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Return for Risk
ISCGX vs. TISVX — Risk / Return Rank
ISCGX
TISVX
ISCGX vs. TISVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Small Cap Growth (ISCGX) and Transamerica International Small Cap Value (TISVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ISCGX | TISVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.89 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.20 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.26 | 1.49 | -1.23 |
| Martin ratioReturn relative to average drawdown | 0.85 | 4.88 | -4.03 |
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Drawdowns
ISCGX vs. TISVX - Drawdown Comparison
The maximum ISCGX drawdown since its inception was -39.22%, roughly equal to the maximum TISVX drawdown of -38.08%. Use the drawdown chart below to compare losses from any high point for ISCGX and TISVX.
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Drawdown Indicators
| ISCGX | TISVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.22% | -38.08% | -1.14% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -10.94% | -3.84% |
Max Drawdown (3Y)Largest decline over 3 years | -26.12% | -13.49% | -12.63% |
Max Drawdown (5Y)Largest decline over 5 years | -39.22% | -36.52% | -2.70% |
Max Drawdown (10Y)Largest decline over 10 years | -39.22% | -38.08% | -1.14% |
Current DrawdownCurrent decline from peak | -18.16% | -1.06% | -17.10% |
Average DrawdownAverage peak-to-trough decline | -11.25% | -8.21% | -3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 3.35% | +1.26% |
Volatility
ISCGX vs. TISVX - Volatility Comparison
Transamerica Small Cap Growth (ISCGX) and Transamerica International Small Cap Value (TISVX) have volatilities of 4.99% and 5.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISCGX | TISVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 5.06% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 12.59% | +3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.88% | 15.13% | +4.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.53% | 16.98% | +6.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.01% | 16.67% | +6.34% |
ISCGX vs. TISVX - Expense Ratio Comparison
ISCGX has a 1.06% expense ratio, which is higher than TISVX's 1.01% expense ratio.
Dividends
ISCGX vs. TISVX - Dividend Comparison
ISCGX's dividend yield for the trailing twelve months is around 14.80%, more than TISVX's 4.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCGX Transamerica Small Cap Growth | 14.80% | 15.47% | 12.92% | 4.61% | 4.29% | 11.50% | 8.30% | 6.94% | 11.71% | 10.40% | 121.18% | 9.14% |
TISVX Transamerica International Small Cap Value | 4.02% | 4.47% | 6.04% | 3.00% | 3.62% | 3.78% | 1.01% | 2.11% | 8.34% | 3.01% | 2.86% | 6.15% |
Frequently Asked Questions
ISCGX and TISVX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TISVX has higher volatility (5.06%) compared to ISCGX (4.99%). In terms of maximum drawdown, ISCGX dropped -39.22% vs TISVX's -38.08%.
TISVX currently has the higher Sharpe Ratio (1.08 vs 0.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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