BGHSX vs. VWEHX

In the year-to-date period, BGHSX achieves a -0.85% return, which is significantly lower than VWEHX's 1.54% return. Over the past 10 years, BGHSX has underperformed VWEHX with an annualized return of 2.06%, while VWEHX has yielded a comparatively higher 4.41% annualized return.

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BGHSX has a 0.54% expense ratio, which is higher than VWEHX's 0.23% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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 1.57, which is comparable to the VWEHX Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of BGHSX and VWEHX, 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 7.63%, more than VWEHX's 5.66% yield.

The maximum BGHSX drawdown since its inception was -18.15%, smaller than the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for BGHSX and VWEHX. For additional features, visit the drawdowns tool.

BrandywineGLOBAL - High Yield Fund (BGHSX) has a higher volatility of 1.28% compared to Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) at 1.17%. This indicates that BGHSX's price experiences larger fluctuations and is considered to be riskier than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.