TADAX vs. VWUAX

In the year-to-date period, TADAX achieves a -0.77% return, which is significantly lower than VWUAX's 1.79% return. Over the past 10 years, TADAX has underperformed VWUAX with an annualized return of 5.01%, while VWUAX has yielded a comparatively higher 8.91% annualized return.

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TADAX has a 1.02% expense ratio, which is higher than VWUAX's 0.28% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Transamerica US Growth (TADAX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). 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 TADAX Sharpe Ratio is -0.12, which is lower than the VWUAX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of TADAX and VWUAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TADAX has not paid dividends to shareholders, while VWUAX's dividend yield for the trailing twelve months is around 0.29%.

The maximum TADAX drawdown since its inception was -44.82%, smaller than the maximum VWUAX drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for TADAX and VWUAX. For additional features, visit the drawdowns tool.

Transamerica US Growth (TADAX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX) have volatilities of 6.92% and 7.26%, 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.