BGHSX vs. MNHAX

In the year-to-date period, BGHSX achieves a 0.14% return, which is significantly lower than MNHAX's 0.92% return. Over the past 10 years, BGHSX has underperformed MNHAX with an annualized return of 2.43%, while MNHAX has yielded a comparatively higher 4.59% annualized return.

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BGHSX has a 0.54% expense ratio, which is lower than MNHAX's 0.66% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) and Manning & Napier High Yield Bond I (MNHAX). 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.

The current BGHSX Sharpe Ratio is 1.77, which is comparable to the MNHAX Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of BGHSX and MNHAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGHSX's dividend yield for the trailing twelve months is around 6.92%, less than MNHAX's 7.99% yield.

The maximum BGHSX drawdown since its inception was -18.15%, smaller than the maximum MNHAX drawdown of -19.76%. Use the drawdown chart below to compare losses from any high point for BGHSX and MNHAX.

BrandywineGLOBAL - High Yield Fund (BGHSX) has a higher volatility of 1.24% compared to Manning & Napier High Yield Bond I (MNHAX) at 1.17%. This indicates that BGHSX's price experiences larger fluctuations and is considered to be riskier than MNHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.