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IALAX: TRANSAMERICA CAPITAL GROWTH A (MUTUAL FUND)
Basic Info 43.32 0.15(0.35%) June 04
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 06/13/2000 |
| Last Dividend Date: | 12/21/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.41% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | -1.7 | 5.6 | 26.8 | 0.0 | 14.7 | 13.6 | 11.2 | 9.5 | 19.1 | 43.9 | 47.3 | -60.4 | -17.5 | 101.4 | 21.6 | 6.6 | 43.8 | -3.1 | 11.6 | 5.7 | 48.2 | 14.7 | -5.7 | 28.0 | 32.1 | -37.9 | 0.1 | 17.5 | 5.1 | 7.9 | 37.6 | -26.9 | 1.6 | -0.3 |
| Sharpe Ratio | NA | -0.1 | 0.22 | 0.84 | -0.06 | 0.38 | NA | NA | 0.3 | 0.53 | 1.35 | 1.33 | -0.98 | -0.51 | 2.55 | 0.94 | 0.22 | 1.37 | -0.18 | 0.65 | 0.33 | 3.62 | 0.98 | -0.23 | 1.34 | 1.0 | -0.95 | -0.18 | 1.31 | 0.3 | 0.56 | 1.98 | -1.03 | -0.05 | -0.31 |
| Draw Down(%) | NA | 21.4 | 29.1 | 32.3 | 69.3 | 69.3 | NA | NA | 69.3 | 32.3 | 12.7 | 24.9 | 62.0 | 33.7 | 33.5 | 16.4 | 24.7 | 19.4 | 20.3 | 14.4 | 14.1 | 4.3 | 14.0 | 19.2 | 18.6 | 28.5 | 48.7 | 11.8 | 10.4 | 7.6 | 11.5 | 18.0 | 41.1 | 20.9 | 9.8 |
| Standard Deviation(%) | NA | 33.5 | 28.6 | 30.8 | 39.8 | 34.9 | NA | NA | 27.2 | 34.6 | 27.6 | 32.6 | 62.9 | 34.1 | 39.4 | 21.6 | 24.6 | 31.8 | 18.2 | 17.6 | 17.5 | 13.3 | 15.0 | 25.1 | 20.8 | 32.2 | 40.7 | 16.2 | 10.9 | 9.9 | 12.5 | 18.6 | 27.2 | 16.9 | 15.2 |
| Treynor Ratio | NA | -0.02 | 0.04 | 0.21 | -0.02 | 0.11 | NA | NA | 0.08 | 0.15 | 0.35 | 0.29 | -0.39 | -0.17 | 1.05 | 0.21 | 0.05 | 0.39 | -0.03 | 0.11 | 0.05 | 0.49 | 0.15 | -0.06 | 0.27 | 0.26 | -0.37 | -0.03 | 0.19 | 0.04 | 0.09 | 0.41 | -0.36 | -0.02 | -0.17 |
| Alpha | NA | -0.04 | -0.05 | 0.01 | -0.03 | -0.01 | NA | NA | 0.02 | 0.0 | 0.05 | -0.05 | -0.01 | -0.06 | 0.12 | -0.06 | 0.03 | 0.04 | -0.01 | 0.01 | -0.03 | 0.04 | -0.01 | -0.02 | 0.05 | -0.03 | 0.01 | -0.04 | 0.06 | -0.01 | 0.01 | 0.04 | 0.01 | 0.06 | 0.03 |
| Beta | NA | 1.45 | 1.43 | 1.26 | 1.43 | 1.25 | NA | NA | 0.99 | 1.24 | 1.07 | 1.48 | 1.59 | 1.02 | 0.96 | 0.94 | 1.13 | 1.13 | 1.13 | 1.01 | 1.17 | 0.99 | 0.96 | 0.92 | 1.03 | 1.26 | 1.03 | 0.93 | 0.76 | 0.73 | 0.79 | 0.9 | 0.77 | 0.4 | 0.28 |
| RSquared | NA | 0.65 | 0.68 | 0.72 | 0.79 | 0.71 | NA | NA | 0.7 | 0.84 | 0.63 | 0.73 | 0.87 | 0.51 | 0.77 | 0.63 | 0.92 | 0.09 | 0.85 | 0.85 | 0.83 | 0.8 | 0.86 | 0.95 | 0.91 | 0.92 | 0.91 | 0.9 | 0.83 | 0.74 | 0.85 | 0.87 | 0.8 | 0.7 | 0.43 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 17.0 | 10.6 | 11.6 | 4.9 | 26.8 | 18.4 | 3.6 | 2.9 | 3.1 | 2.6 | 2.9 | 0.3 | 0.2 | 1.0 | 9.1 | 16.1 | 3.5 | 0.0 | 0.0 | 0.0 | 0.9 | 2.8 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 215.0 | 3.0 | 134.6 | -78.5 | 20.0 | 436.9 | 27.3 | 35.2 | 34.5 | -18.2 | 1174.3 | 118.8 | -89.5 | -89.7 | -44.0 | 380.1 | 55200.0 | N/A | N/A | -100.0 | -67.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/1999
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