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CSOIX vs. VWEHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CSOIX vs. VWEHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Credit Suisse Strategic Income Fund (CSOIX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). The values are adjusted to include any dividend payments, if applicable.

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CSOIX vs. VWEHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CSOIX
Credit Suisse Strategic Income Fund
-2.34%5.66%8.26%12.62%-7.23%5.47%4.77%10.17%-0.72%8.21%
VWEHX
Vanguard High-Yield Corporate Fund Investor Shares
-1.70%9.38%6.33%11.66%-9.04%2.97%5.30%15.81%-2.93%7.05%

Returns By Period

In the year-to-date period, CSOIX achieves a -2.34% return, which is significantly lower than VWEHX's -1.70% return. Over the past 10 years, CSOIX has outperformed VWEHX with an annualized return of 5.90%, while VWEHX has yielded a comparatively lower 5.12% annualized return.


CSOIX

1D
0.00%
1M
-1.63%
YTD
-2.34%
6M
-1.47%
1Y
2.76%
3Y*
6.71%
5Y*
3.78%
10Y*
5.90%

VWEHX

1D
0.18%
1M
-2.34%
YTD
-1.70%
6M
0.00%
1Y
5.88%
3Y*
7.35%
5Y*
3.81%
10Y*
5.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CSOIX vs. VWEHX - Expense Ratio Comparison

CSOIX has a 0.79% expense ratio, which is higher than VWEHX's 0.23% expense ratio.


Return for Risk

CSOIX vs. VWEHX — Risk / Return Rank

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

CSOIX
CSOIX Risk / Return Rank: 6363
Overall Rank
CSOIX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
CSOIX Sortino Ratio Rank: 7272
Sortino Ratio Rank
CSOIX Omega Ratio Rank: 7474
Omega Ratio Rank
CSOIX Calmar Ratio Rank: 5757
Calmar Ratio Rank
CSOIX Martin Ratio Rank: 4747
Martin Ratio Rank

VWEHX
VWEHX Risk / Return Rank: 9191
Overall Rank
VWEHX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VWEHX Sortino Ratio Rank: 9393
Sortino Ratio Rank
VWEHX Omega Ratio Rank: 9393
Omega Ratio Rank
VWEHX Calmar Ratio Rank: 9090
Calmar Ratio Rank
VWEHX Martin Ratio Rank: 9090
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.

CSOIX vs. VWEHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Credit Suisse Strategic Income Fund (CSOIX) 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.


CSOIXVWEHXDifference

Sharpe ratio

Return per unit of total volatility

1.11

1.90

-0.79

Sortino ratio

Return per unit of downside risk

1.77

2.84

-1.07

Omega ratio

Gain probability vs. loss probability

1.27

1.46

-0.19

Calmar ratio

Return relative to maximum drawdown

1.33

2.48

-1.14

Martin ratio

Return relative to average drawdown

4.72

10.27

-5.55

CSOIX vs. VWEHX - Sharpe Ratio Comparison

The current CSOIX Sharpe Ratio is 1.11, which is lower than the VWEHX Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of CSOIX 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.


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Sharpe Ratios by Period


CSOIXVWEHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.11

1.90

-0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.15

0.79

+0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.48

0.98

+0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

1.41

0.86

+0.55

Correlation

The correlation between CSOIX and VWEHX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

CSOIX vs. VWEHX - Dividend Comparison

CSOIX's dividend yield for the trailing twelve months is around 6.63%, more than VWEHX's 5.81% yield.


TTM20252024202320222021202020192018201720162015
CSOIX
Credit Suisse Strategic Income Fund
6.63%7.12%7.05%6.72%4.39%3.92%4.95%5.35%5.45%5.18%7.19%6.86%
VWEHX
Vanguard High-Yield Corporate Fund Investor Shares
5.81%6.15%6.11%5.68%5.11%3.43%4.62%5.24%5.94%5.29%5.41%6.42%

Drawdowns

CSOIX vs. VWEHX - Drawdown Comparison

The maximum CSOIX drawdown since its inception was -20.04%, smaller than the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for CSOIX and VWEHX.


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Drawdown Indicators


CSOIXVWEHXDifference

Max Drawdown

Largest peak-to-trough decline

-20.04%

-30.17%

+10.13%

Max Drawdown (1Y)

Largest decline over 1 year

-2.34%

-2.52%

+0.18%

Max Drawdown (5Y)

Largest decline over 5 years

-10.39%

-13.83%

+3.44%

Max Drawdown (10Y)

Largest decline over 10 years

-20.04%

-19.69%

-0.35%

Current Drawdown

Current decline from peak

-2.34%

-2.34%

0.00%

Average Drawdown

Average peak-to-trough decline

-1.49%

-4.31%

+2.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

0.61%

+0.05%

Volatility

CSOIX vs. VWEHX - Volatility Comparison

The current volatility for Credit Suisse Strategic Income Fund (CSOIX) is 0.95%, while Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) has a volatility of 1.23%. This indicates that CSOIX experiences smaller price fluctuations and is considered to be less risky than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CSOIXVWEHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.95%

1.23%

-0.28%

Volatility (6M)

Calculated over the trailing 6-month period

1.91%

2.24%

-0.33%

Volatility (1Y)

Calculated over the trailing 1-year period

3.04%

3.42%

-0.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.30%

4.85%

-1.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.01%

5.26%

-1.25%