TADAX vs. CHAIX

Last updated Aug 1, 2026

TADAX (Transamerica US Growth) and CHAIX (Chase Growth Fund Institutional Class) are both Large Cap Growth Equities funds. Over the past 10 years, TADAX returned 15.49%/yr vs 17.48%/yr for CHAIX. Their correlation of 0.92 means they have usually moved in the same direction. TADAX charges 1.02%/yr vs 1.00%/yr for CHAIX.

Performance

TADAX vs. CHAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Transamerica US Growth (TADAX) and Chase Growth Fund Institutional Class (CHAIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TADAX achieves a 1.72% return, which is significantly lower than CHAIX's 22.42% return. Over the past 10 years, TADAX has underperformed CHAIX with an annualized return of 15.49%, while CHAIX has yielded a comparatively higher 17.48% annualized return.

TADAX

• 1D: 3.14%
• 1M: -2.93%
• 6M: 2.53%
• YTD: 1.72%
• 1Y: 11.18%
• 3Y*: 17.90%
• 5Y*: 9.38%
• 10Y*: 15.49%
• ALL TIME*: 13.66%

CHAIX

• 1D: 2.62%
• 1M: -0.74%
• 6M: 18.58%
• YTD: 22.42%
• 1Y: 37.43%
• 3Y*: 30.19%
• 5Y*: 16.79%
• 10Y*: 17.48%
• ALL TIME*: 11.73%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CHAIX Chase Growth Fund Institutional Class	$0.00	$0.00	$0.00
TADAX Transamerica US Growth	$0.00	$0.00	$0.00

TADAX vs. CHAIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TADAX Transamerica US Growth	1.72%	17.09%	28.81%	41.45%	-31.60%	20.65%	35.85%	39.41%	-0.52%	28.71%
CHAIX Chase Growth Fund Institutional Class	22.42%	20.67%	38.77%	26.00%	-20.32%	22.36%	18.41%	41.69%	-3.87%	24.73%

Correlation

The correlation between TADAX and CHAIX is 0.85, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.85
Correlation (3Y) Balances recent behavior with more history.	0.88
Correlation (5Y) Shows whether the relationship held over a longer period.	0.88
Correlation (10Y) Provides a long-term view across more market conditions.	0.90
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010	0.92

The correlation between TADAX and CHAIX has been stable across timeframes, ranging from 0.85 to 0.92 - a consistent structural relationship.

Return for Risk

TADAX vs. CHAIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

TADAX

TADAX Risk / Return Rank: 13
TADAX Sharpe Ratio Rank: 12
TADAX Sortino Ratio Rank: 13
TADAX Omega Ratio Rank: 13
TADAX Calmar Ratio Rank: 12
TADAX Martin Ratio Rank: 13

CHAIX

CHAIX Risk / Return Rank: 80
CHAIX Sharpe Ratio Rank: 76
CHAIX Sortino Ratio Rank: 72
CHAIX Omega Ratio Rank: 69
CHAIX Calmar Ratio Rank: 91
CHAIX Martin Ratio Rank: 93

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TADAX vs. CHAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Transamerica US Growth (TADAX) and Chase Growth Fund Institutional Class (CHAIX). 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.

	TADAX	CHAIX	Difference
Sharpe ratio: Return per unit of total volatility	0.47	1.81	-1.34
Sortino ratio: Return per unit of downside risk	0.78	2.48	-1.70
Omega ratio: Gain probability vs. loss probability	1.09	1.31	-0.21
Calmar ratio: Return relative to maximum drawdown	0.54	3.53	-2.99
Martin ratio: Return relative to average drawdown	1.69	13.85	-12.16

TADAX vs. CHAIX - Sharpe Ratio Comparison

The current TADAX Sharpe Ratio is 0.47, which is lower than the CHAIX Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of TADAX and CHAIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

TADAX vs. CHAIX - Drawdown Comparison

The maximum TADAX drawdown since its inception was -39.29%, smaller than the maximum CHAIX drawdown of -50.61%. Use the drawdown chart below to compare losses from any high point for TADAX and CHAIX.

Drawdown Indicators

	TADAX	CHAIX	Difference
Max Drawdown Largest peak-to-trough decline	-39.29%	-50.61%	+11.32%
Max Drawdown (1Y) Largest decline over 1 year	-16.48%	-9.86%	-6.62%
Max Drawdown (3Y) Largest decline over 3 years	-24.04%	-23.40%	-0.64%
Max Drawdown (5Y) Largest decline over 5 years	-39.29%	-24.58%	-14.71%
Max Drawdown (10Y) Largest decline over 10 years	-39.29%	-30.36%	-8.93%
Current Drawdown Current decline from peak	-7.86%	-3.76%	-4.10%
Average Drawdown Average peak-to-trough decline	-6.39%	-10.33%	+3.94%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.28%	2.51%	+2.77%

Volatility

TADAX vs. CHAIX - Volatility Comparison

Transamerica US Growth (TADAX) and Chase Growth Fund Institutional Class (CHAIX) have volatilities of 6.36% and 6.41%, 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.

Volatility by Period

	TADAX	CHAIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.36%	6.41%	-0.05%
Volatility (6M) Calculated over the trailing 6-month period	15.20%	15.32%	-0.12%
Volatility (1Y) Calculated over the trailing 1-year period	19.00%	19.27%	-0.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.49%	18.88%	+4.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.09%	19.18%	+2.91%

TADAX vs. CHAIX - Expense Ratio Comparison

TADAX has a 1.02% expense ratio, which is higher than CHAIX's 1.00% expense ratio.

Dividends

TADAX vs. CHAIX - Dividend Comparison

TADAX's dividend yield for the trailing twelve months is around 4.51%, less than CHAIX's 6.70% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CHAIX Chase Growth Fund Institutional Class	6.70%	8.20%	18.32%	5.36%	5.09%	18.78%	7.39%	21.65%	12.33%	11.44%	8.83%	9.93%
TADAX Transamerica US Growth	4.51%	4.59%	16.73%	3.66%	4.60%	13.56%	9.73%	8.29%	12.42%	10.92%	2.29%	2.47%

Frequently Asked Questions

Can I hold both TADAX and CHAIX in my portfolio?

TADAX and CHAIX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TADAX or CHAIX?

CHAIX has higher volatility (6.41%) compared to TADAX (6.36%). In terms of maximum drawdown, TADAX dropped -39.29% vs CHAIX's -50.61%.

Which has better risk-adjusted returns?

CHAIX currently has the higher Sharpe Ratio (1.81 vs 0.47), 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.