VOYA vs. IAAAX
VOYA (Voya Financial, Inc.) is a stock, while IAAAX (Transamerica Asset Allocation Growth Portfolio Fund) is Diversified Portfolio fund managed by Transamerica. Over the past 10 years, VOYA returned 16.24%/yr vs 10.78%/yr for IAAAX. Their 0.60 correlation means they have sometimes moved together and sometimes differently.
Performance
VOYA vs. IAAAX - Performance Comparison
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Returns By Period
In the year-to-date period, VOYA achieves a 35.16% return, which is significantly higher than IAAAX's 9.70% return. Over the past 10 years, VOYA has outperformed IAAAX with an annualized return of 16.24%, while IAAAX has yielded a comparatively lower 10.78% annualized return.
VOYA
- 1D
- -0.84%
- 1M
- 5.36%
- 6M
- 31.33%
- YTD
- 35.16%
- 1Y
- 51.47%
- 3Y*
- 12.86%
- 5Y*
- 11.23%
- 10Y*
- 16.24%
- ALL TIME*
- 14.33%
IAAAX
- 1D
- 2.26%
- 1M
- 0.22%
- 6M
- 6.67%
- YTD
- 9.70%
- 1Y
- 21.36%
- 3Y*
- 17.49%
- 5Y*
- 9.16%
- 10Y*
- 10.78%
- ALL TIME*
- 7.56%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $82.91M | $95.16M | $103.99M |
VOYA vs. IAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VOYA Voya Financial, Inc. | 35.16% | 11.05% | -3.43% | 20.69% | -6.06% | 14.05% | -2.47% | 53.73% | -18.80% | 26.26% |
IAAAX Transamerica Asset Allocation Growth Portfolio Fund | 9.70% | 21.45% | 17.37% | 20.04% | -19.24% | 16.14% | 18.87% | 21.75% | -11.48% | 20.17% |
Correlation
The correlation between VOYA and IAAAX is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.46 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.58 |
Correlation (All Time) Calculated using the full available price history since May 2, 2013 | 0.60 |
Over the past year, the correlation between VOYA and IAAAX has dropped to 0.38 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
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Return for Risk
VOYA vs. IAAAX — Risk / Return Rank
VOYA
IAAAX
VOYA vs. IAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Financial, Inc. (VOYA) and Transamerica Asset Allocation Growth Portfolio Fund (IAAAX). 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.
| VOYA | IAAAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.78 | 1.94 | +0.83 |
| Martin ratioReturn relative to average drawdown | 7.27 | 8.39 | -1.12 |
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Drawdowns
VOYA vs. IAAAX - Drawdown Comparison
The maximum VOYA drawdown since its inception was -52.15%, smaller than the maximum IAAAX drawdown of -56.57%. Use the drawdown chart below to compare losses from any high point for VOYA and IAAAX.
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Drawdown Indicators
| VOYA | IAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.15% | -56.57% | +4.42% |
Max Drawdown (1Y)Largest decline over 1 year | -16.52% | -9.85% | -6.67% |
Max Drawdown (3Y)Largest decline over 3 years | -34.55% | -17.90% | -16.65% |
Max Drawdown (5Y)Largest decline over 5 years | -34.55% | -29.29% | -5.26% |
Max Drawdown (10Y)Largest decline over 10 years | -52.15% | -35.34% | -16.81% |
Current DrawdownCurrent decline from peak | -1.15% | -0.70% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -11.72% | -9.48% | -2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.31% | 2.27% | +4.04% |
Volatility
VOYA vs. IAAAX - Volatility Comparison
Voya Financial, Inc. (VOYA) has a higher volatility of 5.36% compared to Transamerica Asset Allocation Growth Portfolio Fund (IAAAX) at 3.93%. This indicates that VOYA's price experiences larger fluctuations and is considered to be riskier than IAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VOYA | IAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 3.93% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 20.53% | 11.30% | +9.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.26% | 14.03% | +13.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.89% | 16.47% | +12.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.23% | 16.85% | +13.38% |
Dividends
VOYA vs. IAAAX - Dividend Comparison
VOYA's dividend yield for the trailing twelve months is around 1.87%, less than IAAAX's 6.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAAAX Transamerica Asset Allocation Growth Portfolio Fund | 6.58% | 7.21% | 5.16% | 2.79% | 8.74% | 8.25% | 4.13% | 9.02% | 19.05% | 11.01% | 8.16% | 9.44% |
VOYA Voya Financial, Inc. | 1.87% | 2.44% | 2.47% | 1.64% | 1.37% | 1.11% | 1.02% | 1.00% | 0.10% | 0.08% | 0.10% | 0.11% |
Frequently Asked Questions
VOYA and IAAAX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VOYA has higher volatility (5.36%) compared to IAAAX (3.93%). In terms of maximum drawdown, VOYA dropped -52.15% vs IAAAX's -56.57%.
VOYA currently has the higher Sharpe Ratio (1.68 vs 1.36), 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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