DCHYX vs. THHYX
Compare and contrast key facts about Dunham High Yield Bond Fund (DCHYX) and Toews Tactical Income Fund (THHYX).
DCHYX is managed by Dunham. It was launched on Jul 1, 2005. THHYX is managed by Toews Funds. It was launched on Jun 4, 2010.
Performance
DCHYX vs. THHYX - Performance Comparison
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DCHYX vs. THHYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DCHYX Dunham High Yield Bond Fund | -1.31% | 6.74% | 5.42% | 13.87% | -10.93% | 4.22% | 6.92% | 13.64% | -4.88% | 5.92% |
THHYX Toews Tactical Income Fund | -0.03% | 3.44% | 5.48% | 4.51% | -5.33% | 0.28% | 5.21% | 7.37% | -0.80% | 2.57% |
Returns By Period
In the year-to-date period, DCHYX achieves a -1.31% return, which is significantly lower than THHYX's -0.03% return. Over the past 10 years, DCHYX has outperformed THHYX with an annualized return of 4.52%, while THHYX has yielded a comparatively lower 3.04% annualized return.
DCHYX
- 1D
- 0.00%
- 1M
- -1.62%
- YTD
- -1.31%
- 6M
- -0.57%
- 1Y
- 5.13%
- 3Y*
- 7.00%
- 5Y*
- 3.09%
- 10Y*
- 4.52%
THHYX
- 1D
- -0.10%
- 1M
- -0.56%
- YTD
- -0.03%
- 6M
- -0.33%
- 1Y
- 4.81%
- 3Y*
- 4.35%
- 5Y*
- 1.60%
- 10Y*
- 3.04%
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DCHYX vs. THHYX - Expense Ratio Comparison
DCHYX has a 1.92% expense ratio, which is higher than THHYX's 1.46% expense ratio.
Return for Risk
DCHYX vs. THHYX — Risk / Return Rank
DCHYX
THHYX
DCHYX vs. THHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dunham High Yield Bond Fund (DCHYX) and Toews Tactical Income Fund (THHYX). 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.
| DCHYX | THHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 1.80 | -0.29 |
Sortino ratioReturn per unit of downside risk | 2.04 | 2.78 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.39 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 4.39 | -2.84 |
Martin ratioReturn relative to average drawdown | 7.03 | 10.88 | -3.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DCHYX | THHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.80 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.41 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.83 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 1.13 | -0.41 |
Correlation
The correlation between DCHYX and THHYX is 0.54, 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
DCHYX vs. THHYX - Dividend Comparison
DCHYX's dividend yield for the trailing twelve months is around 5.09%, less than THHYX's 5.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCHYX Dunham High Yield Bond Fund | 5.09% | 5.58% | 4.58% | 5.47% | 5.36% | 3.26% | 3.74% | 4.17% | 4.70% | 3.67% | 4.03% | 4.32% |
THHYX Toews Tactical Income Fund | 5.52% | 4.91% | 5.44% | 4.33% | 1.61% | 2.79% | 2.21% | 3.84% | 2.43% | 6.56% | 3.30% | 1.59% |
Drawdowns
DCHYX vs. THHYX - Drawdown Comparison
The maximum DCHYX drawdown since its inception was -33.54%, which is greater than THHYX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for DCHYX and THHYX.
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Drawdown Indicators
| DCHYX | THHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.54% | -8.83% | -24.71% |
Max Drawdown (1Y)Largest decline over 1 year | -3.41% | -1.12% | -2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -15.01% | -8.83% | -6.18% |
Max Drawdown (10Y)Largest decline over 10 years | -18.26% | -8.83% | -9.43% |
Current DrawdownCurrent decline from peak | -2.01% | -0.90% | -1.11% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -1.64% | -1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.75% | 0.45% | +0.30% |
Volatility
DCHYX vs. THHYX - Volatility Comparison
Dunham High Yield Bond Fund (DCHYX) has a higher volatility of 1.23% compared to Toews Tactical Income Fund (THHYX) at 0.59%. This indicates that DCHYX's price experiences larger fluctuations and is considered to be riskier than THHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DCHYX | THHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | 0.59% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 1.83% | 1.57% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.56% | 2.74% | +0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.75% | 3.90% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.14% | 3.68% | +1.46% |