BGHSX vs. FHYTX
Compare and contrast key facts about BrandywineGLOBAL - High Yield Fund (BGHSX) and Federated Hermes Opportunistic High Yield Bond Fund (FHYTX).
BGHSX is managed by Franklin Templeton. It was launched on Dec 3, 2014. FHYTX is managed by Federated. It was launched on Aug 23, 1984.
Performance
BGHSX vs. FHYTX - Performance Comparison
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BGHSX vs. FHYTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BGHSX BrandywineGLOBAL - High Yield Fund | -1.56% | 5.55% | 9.90% | 13.21% | -10.23% | 1.12% |
FHYTX Federated Hermes Opportunistic High Yield Bond Fund | -1.62% | 8.40% | 6.24% | 13.22% | -13.45% | 1.63% |
Returns By Period
The year-to-date returns for both stocks are quite close, with BGHSX having a -1.56% return and FHYTX slightly lower at -1.62%.
BGHSX
- 1D
- 0.41%
- 1M
- -1.20%
- YTD
- -1.56%
- 6M
- -0.96%
- 1Y
- 3.40%
- 3Y*
- 7.83%
- 5Y*
- —
- 10Y*
- —
FHYTX
- 1D
- 0.63%
- 1M
- -1.85%
- YTD
- -1.62%
- 6M
- -0.15%
- 1Y
- 6.15%
- 3Y*
- 7.40%
- 5Y*
- 3.00%
- 10Y*
- 6.38%
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BGHSX vs. FHYTX - Expense Ratio Comparison
BGHSX has a 0.54% expense ratio, which is lower than FHYTX's 0.98% expense ratio.
Return for Risk
BGHSX vs. FHYTX — Risk / Return Rank
BGHSX
FHYTX
BGHSX vs. FHYTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) and Federated Hermes Opportunistic High Yield Bond Fund (FHYTX). 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.
| BGHSX | FHYTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.42 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.96 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.36 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.98 | -0.87 |
Martin ratioReturn relative to average drawdown | 4.19 | 8.39 | -4.20 |
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
| BGHSX | FHYTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.42 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.53 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 1.07 | -0.29 |
Correlation
The correlation between BGHSX and FHYTX 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.
Dividends
BGHSX vs. FHYTX - Dividend Comparison
BGHSX's dividend yield for the trailing twelve months is around 6.48%, more than FHYTX's 4.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGHSX BrandywineGLOBAL - High Yield Fund | 6.48% | 7.08% | 7.49% | 5.23% | 5.32% | 4.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FHYTX Federated Hermes Opportunistic High Yield Bond Fund | 4.93% | 5.19% | 4.91% | 5.42% | 4.40% | 3.95% | 4.67% | 5.01% | 6.71% | 4.68% | 14.56% | 5.28% |
Drawdowns
BGHSX vs. FHYTX - Drawdown Comparison
The maximum BGHSX drawdown since its inception was -14.30%, smaller than the maximum FHYTX drawdown of -34.98%. Use the drawdown chart below to compare losses from any high point for BGHSX and FHYTX.
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Drawdown Indicators
| BGHSX | FHYTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.30% | -34.98% | +20.68% |
Max Drawdown (1Y)Largest decline over 1 year | -3.43% | -3.17% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.04% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.18% | — |
Current DrawdownCurrent decline from peak | -1.60% | -2.15% | +0.55% |
Average DrawdownAverage peak-to-trough decline | -3.33% | -4.54% | +1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.75% | +0.16% |
Volatility
BGHSX vs. FHYTX - Volatility Comparison
The current volatility for BrandywineGLOBAL - High Yield Fund (BGHSX) is 1.17%, while Federated Hermes Opportunistic High Yield Bond Fund (FHYTX) has a volatility of 1.61%. This indicates that BGHSX experiences smaller price fluctuations and is considered to be less risky than FHYTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGHSX | FHYTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 1.61% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 2.16% | 2.66% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.89% | 4.34% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.50% | 5.65% | -1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.50% | 7.28% | -2.78% |