BGHSX vs. SHYG

In the year-to-date period, BGHSX achieves a -0.75% return, which is significantly lower than SHYG's 1.39% return. Over the past 10 years, BGHSX has underperformed SHYG with an annualized return of 2.07%, while SHYG has yielded a comparatively higher 4.30% annualized return.

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BGHSX has a 0.54% expense ratio, which is higher than SHYG's 0.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) and iShares 0-5 Year High Yield Corporate Bond ETF (SHYG). 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 1.60, which is comparable to the SHYG Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of BGHSX and SHYG, 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 7.61%, more than SHYG's 7.19% yield.

The maximum BGHSX drawdown since its inception was -18.15%, smaller than the maximum SHYG drawdown of -19.26%. Use the drawdown chart below to compare losses from any high point for BGHSX and SHYG. For additional features, visit the drawdowns tool.