Correlation
The correlation between TRNTX and SWPPX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
TRNTX vs. SWPPX
Compare and contrast key facts about Transamerica ClearTrack 2050 Fund (TRNTX) and Schwab S&P 500 Index Fund (SWPPX).
TRNTX is managed by Transamerica. It was launched on Mar 1, 2015. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRNTX or SWPPX.
Performance
TRNTX vs. SWPPX - Performance Comparison
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Key characteristics
Returns By Period
TRNTX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
SWPPX
1.05%
5.63%
-1.37%
13.49%
14.37%
15.91%
12.80%
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TRNTX vs. SWPPX - Expense Ratio Comparison
TRNTX has a 0.84% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
TRNTX vs. SWPPX — Risk-Adjusted Performance Rank
TRNTX
SWPPX
TRNTX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica ClearTrack 2050 Fund (TRNTX) and Schwab S&P 500 Index Fund (SWPPX). 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.
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Dividends
TRNTX vs. SWPPX - Dividend Comparison
TRNTX has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRNTX Transamerica ClearTrack 2050 Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.22% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% | 1.80% |
Drawdowns
TRNTX vs. SWPPX - Drawdown Comparison
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Volatility
TRNTX vs. SWPPX - Volatility Comparison
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