TADAX vs. TAHTX
Compare and contrast key facts about Transamerica US Growth (TADAX) and Transamerica High Yield Bond (TAHTX).
TADAX is managed by Transamerica. It was launched on Nov 13, 2009. TAHTX is managed by Transamerica. It was launched on Jun 14, 1985.
Performance
TADAX vs. TAHTX - Performance Comparison
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TADAX vs. TAHTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TADAX Transamerica US Growth | -13.15% | 17.09% | 28.81% | 41.45% | -31.60% | 20.65% | 35.85% | 39.41% | -0.52% | 28.71% |
TAHTX Transamerica High Yield Bond | -2.04% | 8.73% | 7.83% | 9.14% | -13.10% | 6.22% | 3.66% | 14.12% | -2.36% | 5.98% |
Returns By Period
In the year-to-date period, TADAX achieves a -13.15% return, which is significantly lower than TAHTX's -2.04% return. Over the past 10 years, TADAX has outperformed TAHTX with an annualized return of 14.23%, while TAHTX has yielded a comparatively lower 4.25% annualized return.
TADAX
- 1D
- -0.61%
- 1M
- -9.05%
- YTD
- -13.15%
- 6M
- -11.89%
- 1Y
- 14.01%
- 3Y*
- 17.49%
- 5Y*
- 8.61%
- 10Y*
- 14.23%
TAHTX
- 1D
- 0.12%
- 1M
- -2.67%
- YTD
- -2.04%
- 6M
- -0.08%
- 1Y
- 6.21%
- 3Y*
- 6.89%
- 5Y*
- 2.66%
- 10Y*
- 4.25%
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TADAX vs. TAHTX - Expense Ratio Comparison
TADAX has a 1.02% expense ratio, which is higher than TAHTX's 0.58% expense ratio.
Return for Risk
TADAX vs. TAHTX — Risk / Return Rank
TADAX
TAHTX
TADAX vs. TAHTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica US Growth (TADAX) and Transamerica High Yield Bond (TAHTX). 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.
| TADAX | TAHTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.68 | -1.06 |
Sortino ratioReturn per unit of downside risk | 1.04 | 2.47 | -1.43 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.37 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | 1.96 | -1.29 |
Martin ratioReturn relative to average drawdown | 2.39 | 8.16 | -5.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TADAX | TAHTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.68 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.53 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.69 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.35 | +0.28 |
Correlation
The correlation between TADAX and TAHTX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
TADAX vs. TAHTX - Dividend Comparison
TADAX's dividend yield for the trailing twelve months is around 5.29%, less than TAHTX's 6.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TADAX Transamerica US Growth | 5.29% | 4.59% | 16.73% | 3.66% | 4.60% | 13.56% | 9.73% | 8.29% | 12.42% | 10.92% | 2.29% | 2.47% |
TAHTX Transamerica High Yield Bond | 6.53% | 6.94% | 6.60% | 4.20% | 3.74% | 4.59% | 4.67% | 5.57% | 6.30% | 4.43% | 0.00% | 0.00% |
Drawdowns
TADAX vs. TAHTX - Drawdown Comparison
The maximum TADAX drawdown since its inception was -39.29%, which is greater than TAHTX's maximum drawdown of -23.40%. Use the drawdown chart below to compare losses from any high point for TADAX and TAHTX.
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Drawdown Indicators
| TADAX | TAHTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.29% | -23.40% | -15.89% |
Max Drawdown (1Y)Largest decline over 1 year | -16.48% | -3.22% | -13.26% |
Max Drawdown (5Y)Largest decline over 5 years | -39.29% | -16.57% | -22.72% |
Max Drawdown (10Y)Largest decline over 10 years | -39.29% | -23.40% | -15.89% |
Current DrawdownCurrent decline from peak | -16.48% | -2.67% | -13.81% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -4.99% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 0.77% | +3.89% |
Volatility
TADAX vs. TAHTX - Volatility Comparison
Transamerica US Growth (TADAX) has a higher volatility of 5.79% compared to Transamerica High Yield Bond (TAHTX) at 1.27%. This indicates that TADAX's price experiences larger fluctuations and is considered to be riskier than TAHTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TADAX | TAHTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.79% | 1.27% | +4.52% |
Volatility (6M)Calculated over the trailing 6-month period | 12.84% | 2.52% | +10.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 4.01% | +18.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.05% | 5.06% | +17.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.85% | 6.18% | +15.67% |