TSTFX vs. TADAX
TSTFX (Transamerica Stock Index) and TADAX (Transamerica US Growth) are both mutual funds - TSTFX is a Large Cap Blend Equities fund managed by Transamerica, while TADAX is a Large Cap Growth Equities fund managed by Transamerica. Over the past 5 years, TSTFX returned 4.85%/yr vs 9.38%/yr for TADAX. Their correlation of 0.90 means they have usually moved in the same direction. TSTFX charges 0.30%/yr vs 1.02%/yr for TADAX.
Performance
TSTFX vs. TADAX - Performance Comparison
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Returns By Period
In the year-to-date period, TSTFX achieves a 9.17% return, which is significantly higher than TADAX's 1.72% return.
TSTFX
- 1D
- 1.71%
- 1M
- -0.58%
- 6M
- 7.61%
- YTD
- 9.17%
- 1Y
- -16.19%
- 3Y*
- 5.71%
- 5Y*
- 4.85%
- 10Y*
- —
- ALL TIME*
- 10.46%
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%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TSTFX vs. TADAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TSTFX Transamerica Stock Index | 9.17% | -17.03% | 24.66% | 25.99% | -18.27% | 28.84% | 18.10% | 31.17% | -4.75% | 14.78% |
TADAX Transamerica US Growth | 1.72% | 17.09% | 28.81% | 41.45% | -31.60% | 20.65% | 35.85% | 39.41% | -0.52% | 18.83% |
Correlation
The correlation between TSTFX and TADAX is 0.83, 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. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2017 | 0.90 |
The correlation between TSTFX and TADAX has been stable across timeframes, ranging from 0.83 to 0.90 - a consistent structural relationship.
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Return for Risk
TSTFX vs. TADAX — Risk / Return Rank
TSTFX
TADAX
TSTFX vs. TADAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Stock Index (TSTFX) and Transamerica US Growth (TADAX). 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.
| TSTFX | TADAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.03 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.09 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.52 | 0.54 | -1.06 |
| Martin ratioReturn relative to average drawdown | -0.82 | 1.69 | -2.51 |
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Drawdowns
TSTFX vs. TADAX - Drawdown Comparison
The maximum TSTFX drawdown since its inception was -34.74%, smaller than the maximum TADAX drawdown of -39.29%. Use the drawdown chart below to compare losses from any high point for TSTFX and TADAX.
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Drawdown Indicators
| TSTFX | TADAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.74% | -39.29% | +4.55% |
Max Drawdown (1Y)Largest decline over 1 year | -34.74% | -16.48% | -18.26% |
Max Drawdown (3Y)Largest decline over 3 years | -34.74% | -24.04% | -10.70% |
Max Drawdown (5Y)Largest decline over 5 years | -34.74% | -39.29% | +4.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.29% | — |
Current DrawdownCurrent decline from peak | -23.27% | -7.86% | -15.41% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -6.39% | +0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.02% | 5.28% | +15.74% |
Volatility
TSTFX vs. TADAX - Volatility Comparison
The current volatility for Transamerica Stock Index (TSTFX) is 3.47%, while Transamerica US Growth (TADAX) has a volatility of 6.36%. This indicates that TSTFX experiences smaller price fluctuations and is considered to be less risky than TADAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSTFX | TADAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 6.36% | -2.89% |
Volatility (6M)Calculated over the trailing 6-month period | 10.07% | 15.20% | -5.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.21% | 19.00% | +13.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 23.49% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 22.09% | -1.17% |
TSTFX vs. TADAX - Expense Ratio Comparison
TSTFX has a 0.30% expense ratio, which is lower than TADAX's 1.02% expense ratio.
Dividends
TSTFX vs. TADAX - Dividend Comparison
TSTFX's dividend yield for the trailing twelve months is around 0.81%, less than TADAX's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TSTFX Transamerica Stock Index | 0.81% | 0.70% | 2.61% | 4.32% | 6.77% | 6.57% | 4.69% | 5.60% | 4.69% | 2.85% | 0.00% | 0.00% |
Frequently Asked Questions
TSTFX and TADAX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TADAX has higher volatility (6.36%) compared to TSTFX (3.47%). In terms of maximum drawdown, TSTFX dropped -34.74% vs TADAX's -39.29%.
TADAX currently has the higher Sharpe Ratio (0.47 vs -0.56), 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.
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