VOYA vs. IAAAX
Compare and contrast key facts about Voya Financial, Inc. (VOYA) and Transamerica Asset Allocation Growth Portfolio Fund (IAAAX).
IAAAX is managed by Transamerica. It was launched on Feb 28, 2002.
Performance
VOYA vs. IAAAX - Performance Comparison
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VOYA vs. IAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VOYA Voya Financial, Inc. | -9.49% | 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 | -3.55% | 21.45% | 17.37% | 20.04% | -19.24% | 16.14% | 18.87% | 21.75% | -11.48% | 20.17% |
Returns By Period
In the year-to-date period, VOYA achieves a -9.49% return, which is significantly lower than IAAAX's -3.55% return. Both investments have delivered pretty close results over the past 10 years, with VOYA having a 9.53% annualized return and IAAAX not far ahead at 9.92%.
VOYA
- 1D
- -1.98%
- 1M
- -1.60%
- YTD
- -9.49%
- 6M
- -8.57%
- 1Y
- 1.19%
- 3Y*
- 0.18%
- 5Y*
- 2.50%
- 10Y*
- 9.53%
IAAAX
- 1D
- 2.97%
- 1M
- -6.10%
- YTD
- -3.55%
- 6M
- -0.47%
- 1Y
- 18.90%
- 3Y*
- 15.86%
- 5Y*
- 7.70%
- 10Y*
- 9.92%
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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.
| VOYA | IAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.03 | 1.08 | -1.04 |
Sortino ratioReturn per unit of downside risk | 0.29 | 1.59 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.24 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.07 | 1.57 | -1.50 |
Martin ratioReturn relative to average drawdown | 0.19 | 7.22 | -7.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VOYA | IAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | 1.08 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.48 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.59 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.40 | -0.04 |
Correlation
The correlation between VOYA and IAAAX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VOYA vs. IAAAX - Dividend Comparison
VOYA's dividend yield for the trailing twelve months is around 2.75%, less than IAAAX's 7.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOYA Voya Financial, Inc. | 2.75% | 2.44% | 2.47% | 1.64% | 1.37% | 1.11% | 1.02% | 1.00% | 0.10% | 0.08% | 0.10% | 0.11% |
IAAAX Transamerica Asset Allocation Growth Portfolio Fund | 7.48% | 7.21% | 5.16% | 2.79% | 8.74% | 8.25% | 4.13% | 9.02% | 19.05% | 11.01% | 8.16% | 9.44% |
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 | -21.36% | -12.30% | -9.06% |
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 | -17.09% | -7.17% | -9.92% |
Average DrawdownAverage peak-to-trough decline | -11.95% | -9.59% | -2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.76% | 2.67% | +5.09% |
Volatility
VOYA vs. IAAAX - Volatility Comparison
Voya Financial, Inc. (VOYA) has a higher volatility of 8.62% compared to Transamerica Asset Allocation Growth Portfolio Fund (IAAAX) at 6.16%. 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 | 8.62% | 6.16% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 21.04% | 10.26% | +10.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.04% | 17.97% | +17.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.94% | 16.29% | +12.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.72% | 16.79% | +13.93% |