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FHAIX vs. VGLT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FHAIX vs. VGLT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin High Income Fund (FHAIX) and Vanguard Long-Term Treasury ETF (VGLT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FHAIX achieves a 0.86% return, which is significantly higher than VGLT's -3.26% return. Over the past 10 years, FHAIX has outperformed VGLT with an annualized return of 5.51%, while VGLT has yielded a comparatively lower -1.80% annualized return.


FHAIX

1D
0.00%
1M
-0.60%
6M
0.35%
YTD
0.86%
1Y
4.76%
3Y*
7.50%
5Y*
3.99%
10Y*
5.51%
ALL TIME*
5.98%

VGLT

1D
-0.62%
1M
-3.51%
6M
-3.14%
YTD
-3.26%
1Y
-1.67%
3Y*
-0.62%
5Y*
-7.07%
10Y*
-1.80%
ALL TIME*
2.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$95.69M$98.86M$108.97M

FHAIX vs. VGLT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FHAIX
Franklin High Income Fund
0.86%7.28%7.83%13.84%-9.29%5.77%6.76%14.29%-3.19%6.73%
VGLT
Vanguard Long-Term Treasury ETF
-3.26%5.35%-6.28%3.27%-29.34%-4.98%17.57%14.30%-1.54%8.64%

Correlation

The correlation between FHAIX and VGLT is 0.30, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.30

Correlation (3Y)
Balances recent behavior with more history.

0.30

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.27

Correlation (10Y)
Provides a long-term view across more market conditions.

0.10

Correlation (All Time)
Calculated using the full available price history since Nov 24, 2009

-0.02

The correlation between FHAIX and VGLT shifts across timeframes, from -0.02 (all time) to 0.30 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

FHAIX vs. VGLT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FHAIX
FHAIX Risk / Return Rank: 5050
Overall Rank
FHAIX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
FHAIX Sortino Ratio Rank: 3535
Sortino Ratio Rank
FHAIX Omega Ratio Rank: 7373
Omega Ratio Rank
FHAIX Calmar Ratio Rank: 4242
Calmar Ratio Rank
FHAIX Martin Ratio Rank: 6464
Martin Ratio Rank

VGLT
VGLT Risk / Return Rank: 1010
Overall Rank
VGLT Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
VGLT Sortino Ratio Rank: 99
Sortino Ratio Rank
VGLT Omega Ratio Rank: 99
Omega Ratio Rank
VGLT Calmar Ratio Rank: 1010
Calmar Ratio Rank
VGLT Martin Ratio Rank: 1010
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FHAIX vs. VGLT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin High Income Fund (FHAIX) and Vanguard Long-Term Treasury ETF (VGLT). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FHAIXVGLTDifference
Sharpe ratioReturn per unit of total volatility

+1.11

Sortino ratioReturn per unit of downside risk

+1.60

Omega ratioGain probability vs. loss probability

1.32

1.00

+0.32

Calmar ratioReturn relative to maximum drawdown

1.69

-0.05

+1.74

Martin ratioReturn relative to average drawdown

8.08

-0.12

+8.20

FHAIX vs. VGLT - Sharpe Ratio Comparison

The current FHAIX Sharpe Ratio is 1.07, which is higher than the VGLT Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of FHAIX and VGLT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FHAIX vs. VGLT - Drawdown Comparison

The maximum FHAIX drawdown since its inception was -31.52%, smaller than the maximum VGLT drawdown of -46.18%. Use the drawdown chart below to compare losses from any high point for FHAIX and VGLT.


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Drawdown Indicators


FHAIXVGLTDifference

Max Drawdown

Largest peak-to-trough decline

-31.52%

-46.18%

+14.66%

Max Drawdown (1Y)

Largest decline over 1 year

-2.84%

-7.03%

+4.19%

Max Drawdown (3Y)

Largest decline over 3 years

-4.55%

-13.38%

+8.83%

Max Drawdown (5Y)

Largest decline over 5 years

-14.32%

-40.98%

+26.66%

Max Drawdown (10Y)

Largest decline over 10 years

-19.49%

-46.18%

+26.69%

Current Drawdown

Current decline from peak

-0.65%

-38.64%

+37.99%

Average Drawdown

Average peak-to-trough decline

-3.06%

-15.26%

+12.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.59%

3.19%

-2.60%

Volatility

FHAIX vs. VGLT - Volatility Comparison

The current volatility for Franklin High Income Fund (FHAIX) is 1.17%, while Vanguard Long-Term Treasury ETF (VGLT) has a volatility of 2.24%. This indicates that FHAIX experiences smaller price fluctuations and is considered to be less risky than VGLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FHAIXVGLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.17%

2.24%

-1.07%

Volatility (6M)

Calculated over the trailing 6-month period

3.55%

6.31%

-2.76%

Volatility (1Y)

Calculated over the trailing 1-year period

4.52%

8.47%

-3.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.85%

14.45%

-8.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.20%

13.75%

-7.55%

FHAIX vs. VGLT - Expense Ratio Comparison

FHAIX has a 0.77% expense ratio, which is higher than VGLT's 0.03% expense ratio.


Dividends

FHAIX vs. VGLT - Dividend Comparison

FHAIX's dividend yield for the trailing twelve months is around 5.90%, more than VGLT's 4.77% yield.


PositionTTM20252024202320222021202020192018201720162015
FHAIX
Franklin High Income Fund
5.90%4.71%6.37%6.09%5.97%5.63%5.19%5.45%5.99%5.49%5.84%7.19%
VGLT
Vanguard Long-Term Treasury ETF
4.37%4.44%4.33%3.33%2.84%1.82%2.15%2.46%2.71%2.55%2.69%3.21%

Frequently Asked Questions


FHAIX and VGLT have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VGLT has higher volatility (2.24%) compared to FHAIX (1.17%). In terms of maximum drawdown, FHAIX dropped -31.52% vs VGLT's -46.18%.

FHAIX currently has the higher Sharpe Ratio (1.07 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for FHAIX and VGLT

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