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TADAX: TRANSAMERICA US GROWTH A (MUTUAL FUND)
Basic Info 25.81 0.06(0.23%) April 28
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 11/16/2009 |
| Last Dividend Date: | 12/19/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.69% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/16/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 10.1 | -9.4 | -7.3 | 2.9 | 4.7 | 7.8 | 9.4 | 9.6 | 10.5 | 36.4 | -34.6 | 5.6 | 23.7 | 39.4 | -0.5 | 28.7 | 2.4 | 6.3 | 10.5 | 31.9 | 12.5 | -7.7 | 18.6 | 0.9 |
| Sharpe Ratio | NA | -0.82 | -0.47 | -0.07 | 0.07 | 0.27 | NA | 0.41 | 0.18 | 1.98 | -1.16 | 0.29 | 0.65 | 2.5 | -0.09 | 1.68 | 0.15 | 0.38 | 0.82 | 2.75 | 0.9 | -0.29 | 0.92 | 0.61 |
| Draw Down(%) | NA | 24.0 | 34.5 | 34.5 | 44.8 | 44.8 | NA | 44.8 | 17.7 | 10.6 | 36.4 | 15.4 | 31.3 | 8.3 | 22.8 | 10.6 | 12.6 | 11.9 | 8.2 | 5.7 | 12.0 | 22.5 | 17.2 | 2.9 |
| Standard Deviation(%) | NA | 36.0 | 28.3 | 24.8 | 24.2 | 22.7 | NA | 21.0 | 22.1 | 16.4 | 31.1 | 19.4 | 35.9 | 15.2 | 20.7 | 16.8 | 14.1 | 16.5 | 12.8 | 11.6 | 13.9 | 26.3 | 20.1 | 12.6 |
| Treynor Ratio | NA | -0.31 | -0.15 | -0.02 | 0.02 | 0.07 | NA | 0.1 | 0.05 | 0.4 | -0.44 | 0.11 | 0.25 | 0.54 | -0.02 | 0.31 | 0.02 | 0.06 | 0.11 | 0.34 | 0.13 | -0.08 | 0.18 | 0.08 |
| Alpha | NA | -0.02 | -0.06 | -0.03 | -0.01 | -0.01 | NA | -0.01 | -0.04 | 0.0 | -0.01 | 0.03 | -0.07 | 0.02 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | -0.02 | -0.03 | 0.02 | 0.02 |
| Beta | NA | 0.95 | 0.88 | 0.86 | 0.78 | 0.84 | NA | 0.87 | 0.81 | 0.81 | 0.82 | 0.49 | 0.94 | 0.71 | 0.98 | 0.9 | 0.94 | 1.01 | 0.92 | 0.93 | 0.93 | 0.98 | 1.03 | 0.95 |
| RSquared | NA | 0.99 | 0.75 | 0.85 | 0.76 | 0.79 | NA | 0.83 | 0.58 | 0.88 | 0.95 | 0.37 | 0.89 | 0.72 | 0.98 | 0.21 | 0.96 | 0.98 | 0.96 | 0.93 | 0.95 | 0.98 | 0.97 | 0.94 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 4.0 | 6.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 10.7 | 10.9 | 12.6 | 2.3 | 2.6 | 20.9 | 1.2 | 0.0 | 12.8 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -14.1 | 0.9 | 454.7 | -7.3 | -88.9 | 2196.3 | N/A | -100.0 | 958.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2009
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See LARGE GROWTH Asset Class Trend Rankings |
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Best ETFs
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