PortfoliosLab logoPortfoliosLab logo
BRHYX vs. SGYAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BRHYX vs. SGYAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock High Yield K (BRHYX) and SEI Institutional Investments Trust High Yield Bond Fund (SGYAX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

BRHYX vs. SGYAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BRHYX
BlackRock High Yield K
-1.15%9.44%8.65%13.26%-11.18%5.47%5.98%15.65%-2.67%8.34%
SGYAX
SEI Institutional Investments Trust High Yield Bond Fund
-1.13%8.01%9.12%10.89%-13.29%9.62%6.04%14.01%-2.04%8.08%

Returns By Period

The year-to-date returns for both investments are quite close, with BRHYX having a -1.15% return and SGYAX slightly higher at -1.13%. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: BRHYX at 6.08% and SGYAX at 6.08%.


BRHYX

1D
0.57%
1M
-1.53%
YTD
-1.15%
6M
0.50%
1Y
7.13%
3Y*
8.60%
5Y*
4.26%
10Y*
6.08%

SGYAX

1D
0.58%
1M
-1.71%
YTD
-1.13%
6M
-0.20%
1Y
5.71%
3Y*
7.70%
5Y*
3.59%
10Y*
6.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BRHYX vs. SGYAX - Expense Ratio Comparison

BRHYX has a 0.48% expense ratio, which is lower than SGYAX's 0.56% expense ratio.


Return for Risk

BRHYX vs. SGYAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRHYX
BRHYX Risk / Return Rank: 9090
Overall Rank
BRHYX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
BRHYX Sortino Ratio Rank: 9090
Sortino Ratio Rank
BRHYX Omega Ratio Rank: 9090
Omega Ratio Rank
BRHYX Calmar Ratio Rank: 8888
Calmar Ratio Rank
BRHYX Martin Ratio Rank: 9292
Martin Ratio Rank

SGYAX
SGYAX Risk / Return Rank: 8181
Overall Rank
SGYAX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
SGYAX Sortino Ratio Rank: 8686
Sortino Ratio Rank
SGYAX Omega Ratio Rank: 8585
Omega Ratio Rank
SGYAX Calmar Ratio Rank: 7979
Calmar Ratio Rank
SGYAX Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRHYX vs. SGYAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock High Yield K (BRHYX) and SEI Institutional Investments Trust High Yield Bond Fund (SGYAX). 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.


BRHYXSGYAXDifference

Sharpe ratio

Return per unit of total volatility

1.83

1.55

+0.28

Sortino ratio

Return per unit of downside risk

2.61

2.35

+0.25

Omega ratio

Gain probability vs. loss probability

1.41

1.36

+0.05

Calmar ratio

Return relative to maximum drawdown

2.38

1.98

+0.40

Martin ratio

Return relative to average drawdown

10.96

7.37

+3.59

BRHYX vs. SGYAX - Sharpe Ratio Comparison

The current BRHYX Sharpe Ratio is 1.83, which is comparable to the SGYAX Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of BRHYX and SGYAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


BRHYXSGYAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.83

1.55

+0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

0.76

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.03

1.15

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

1.22

0.61

+0.61

Correlation

The correlation between BRHYX and SGYAX is 0.82, 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

BRHYX vs. SGYAX - Dividend Comparison

BRHYX's dividend yield for the trailing twelve months is around 6.71%, less than SGYAX's 8.22% yield.


TTM20252024202320222021202020192018201720162015
BRHYX
BlackRock High Yield K
6.71%7.14%7.56%6.20%4.98%4.80%5.22%5.82%6.48%5.92%6.03%6.42%
SGYAX
SEI Institutional Investments Trust High Yield Bond Fund
8.22%8.88%8.68%10.08%8.79%5.37%7.30%7.15%7.31%7.27%7.30%7.88%

Drawdowns

BRHYX vs. SGYAX - Drawdown Comparison

The maximum BRHYX drawdown since its inception was -34.77%, smaller than the maximum SGYAX drawdown of -45.51%. Use the drawdown chart below to compare losses from any high point for BRHYX and SGYAX.


Loading graphics...

Drawdown Indicators


BRHYXSGYAXDifference

Max Drawdown

Largest peak-to-trough decline

-34.77%

-45.51%

+10.74%

Max Drawdown (1Y)

Largest decline over 1 year

-3.26%

-3.12%

-0.14%

Max Drawdown (5Y)

Largest decline over 5 years

-15.29%

-15.45%

+0.16%

Max Drawdown (10Y)

Largest decline over 10 years

-23.20%

-21.85%

-1.35%

Current Drawdown

Current decline from peak

-1.71%

-2.20%

+0.49%

Average Drawdown

Average peak-to-trough decline

-2.75%

-6.10%

+3.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.71%

0.84%

-0.13%

Volatility

BRHYX vs. SGYAX - Volatility Comparison

BlackRock High Yield K (BRHYX) has a higher volatility of 1.45% compared to SEI Institutional Investments Trust High Yield Bond Fund (SGYAX) at 1.32%. This indicates that BRHYX's price experiences larger fluctuations and is considered to be riskier than SGYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


BRHYXSGYAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.45%

1.32%

+0.13%

Volatility (6M)

Calculated over the trailing 6-month period

2.44%

2.35%

+0.09%

Volatility (1Y)

Calculated over the trailing 1-year period

4.01%

3.80%

+0.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.22%

4.74%

+0.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.93%

5.30%

+0.63%