CSOIX vs. BGHSX

In the year-to-date period, CSOIX achieves a -0.09% return, which is significantly higher than BGHSX's -0.85% return. Over the past 10 years, CSOIX has outperformed BGHSX with an annualized return of 5.30%, while BGHSX has yielded a comparatively lower 2.06% annualized return.

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CSOIX has a 0.79% expense ratio, which is higher than BGHSX's 0.54% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Credit Suisse Strategic Income Fund (CSOIX) and BrandywineGLOBAL - High Yield Fund (BGHSX). 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 CSOIX Sharpe Ratio is 1.92, which is comparable to the BGHSX Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of CSOIX and BGHSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CSOIX's dividend yield for the trailing twelve months is around 6.84%, less than BGHSX's 7.63% yield.

The maximum CSOIX drawdown since its inception was -20.04%, which is greater than BGHSX's maximum drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for CSOIX and BGHSX. For additional features, visit the drawdowns tool.

The current volatility for Credit Suisse Strategic Income Fund (CSOIX) is 0.77%, while BrandywineGLOBAL - High Yield Fund (BGHSX) has a volatility of 1.28%. This indicates that CSOIX experiences smaller price fluctuations and is considered to be less risky than BGHSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.