BGHSX vs. CSOIX
Compare and contrast key facts about BrandywineGLOBAL - High Yield Fund (BGHSX) and Credit Suisse Strategic Income Fund (CSOIX).
BGHSX is managed by Franklin Templeton Investments. It was launched on Dec 3, 2014. CSOIX is managed by Credit Suisse (New York, NY). It was launched on Sep 28, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGHSX or CSOIX.
Correlation
The correlation between BGHSX and CSOIX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BGHSX vs. CSOIX - Performance Comparison
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Key characteristics
BGHSX:
2.24%
CSOIX:
2.90%
BGHSX:
-0.40%
CSOIX:
-20.04%
BGHSX:
-0.40%
CSOIX:
-1.78%
Returns By Period
BGHSX
N/A
N/A
N/A
N/A
N/A
N/A
CSOIX
-0.67%
1.41%
0.20%
5.01%
7.42%
5.24%
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BGHSX vs. CSOIX - Expense Ratio Comparison
BGHSX has a 0.54% expense ratio, which is lower than CSOIX's 0.79% expense ratio.
Risk-Adjusted Performance
BGHSX vs. CSOIX — Risk-Adjusted Performance Rank
BGHSX
CSOIX
BGHSX vs. CSOIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) and Credit Suisse Strategic Income Fund (CSOIX). 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.
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Dividends
BGHSX vs. CSOIX - Dividend Comparison
BGHSX has not paid dividends to shareholders, while CSOIX's dividend yield for the trailing twelve months is around 6.84%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGHSX BrandywineGLOBAL - High Yield Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CSOIX Credit Suisse Strategic Income Fund | 6.84% | 7.67% | 8.04% | 5.87% | 3.92% | 4.96% | 5.31% | 5.44% | 5.17% | 7.21% | 6.86% | 8.70% |
Drawdowns
BGHSX vs. CSOIX - Drawdown Comparison
The maximum BGHSX drawdown since its inception was -0.40%, smaller than the maximum CSOIX drawdown of -20.04%. Use the drawdown chart below to compare losses from any high point for BGHSX and CSOIX. For additional features, visit the drawdowns tool.
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Volatility
BGHSX vs. CSOIX - Volatility Comparison
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