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.
Correlation
The correlation between TRNTX and SWPPX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TRNTX vs. SWPPX - Performance Comparison
Key characteristics
TRNTX:
1.13
SWPPX:
1.86
TRNTX:
1.55
SWPPX:
2.51
TRNTX:
1.23
SWPPX:
1.34
TRNTX:
0.20
SWPPX:
2.81
TRNTX:
6.70
SWPPX:
11.64
TRNTX:
1.80%
SWPPX:
2.04%
TRNTX:
10.68%
SWPPX:
12.77%
TRNTX:
-67.28%
SWPPX:
-55.06%
TRNTX:
-55.28%
SWPPX:
0.00%
Returns By Period
In the year-to-date period, TRNTX achieves a -0.70% return, which is significantly lower than SWPPX's 4.63% return.
TRNTX
-0.70%
0.00%
3.07%
12.78%
-9.70%
N/A
SWPPX
4.63%
2.56%
9.99%
25.10%
14.79%
13.05%
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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.
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 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRNTX Transamerica ClearTrack 2050 Fund | 0.00% | 0.00% | 1.27% | 2.93% | 3.06% | 0.80% | 1.22% | 1.60% | 0.98% | 1.07% | 0.67% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
TRNTX vs. SWPPX - Drawdown Comparison
The maximum TRNTX drawdown since its inception was -67.28%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for TRNTX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
TRNTX vs. SWPPX - Volatility Comparison
The current volatility for Transamerica ClearTrack 2050 Fund (TRNTX) is 1.02%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 3.07%. This indicates that TRNTX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.