GHVIX vs. TAHTX
Compare and contrast key facts about GMO High Yield Fund (GHVIX) and Transamerica High Yield Bond (TAHTX).
GHVIX is managed by GMO. It was launched on Jun 25, 2018. TAHTX is managed by Transamerica. It was launched on Jun 14, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GHVIX or TAHTX.
Correlation
The correlation between GHVIX and TAHTX is 0.76, 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.
Performance
GHVIX vs. TAHTX - Performance Comparison
Key characteristics
GHVIX:
2.96
TAHTX:
2.96
GHVIX:
4.45
TAHTX:
5.09
GHVIX:
1.60
TAHTX:
1.72
GHVIX:
4.81
TAHTX:
3.53
GHVIX:
18.15
TAHTX:
16.18
GHVIX:
0.57%
TAHTX:
0.61%
GHVIX:
3.52%
TAHTX:
3.32%
GHVIX:
-20.44%
TAHTX:
-23.40%
GHVIX:
0.00%
TAHTX:
0.00%
Returns By Period
In the year-to-date period, GHVIX achieves a 1.86% return, which is significantly higher than TAHTX's 1.32% return.
GHVIX
1.86%
1.01%
4.06%
10.04%
3.67%
N/A
TAHTX
1.32%
0.83%
4.48%
9.69%
3.32%
N/A
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GHVIX vs. TAHTX - Expense Ratio Comparison
GHVIX has a 0.46% expense ratio, which is lower than TAHTX's 0.58% expense ratio.
Risk-Adjusted Performance
GHVIX vs. TAHTX — Risk-Adjusted Performance Rank
GHVIX
TAHTX
GHVIX vs. TAHTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GMO High Yield Fund (GHVIX) and Transamerica High Yield Bond (TAHTX). 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.
Dividends
GHVIX vs. TAHTX - Dividend Comparison
GHVIX's dividend yield for the trailing twelve months is around 14.26%, more than TAHTX's 6.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
GHVIX GMO High Yield Fund | 14.26% | 14.53% | 4.37% | 7.91% | 8.87% | 1.93% | 7.76% | 3.20% | 0.00% |
TAHTX Transamerica High Yield Bond | 6.57% | 6.53% | 5.64% | 5.67% | 4.59% | 5.08% | 5.59% | 6.31% | 2.42% |
Drawdowns
GHVIX vs. TAHTX - Drawdown Comparison
The maximum GHVIX drawdown since its inception was -20.44%, smaller than the maximum TAHTX drawdown of -23.40%. Use the drawdown chart below to compare losses from any high point for GHVIX and TAHTX. For additional features, visit the drawdowns tool.
Volatility
GHVIX vs. TAHTX - Volatility Comparison
The current volatility for GMO High Yield Fund (GHVIX) is 0.77%, while Transamerica High Yield Bond (TAHTX) has a volatility of 0.82%. This indicates that GHVIX experiences smaller price fluctuations and is considered to be less risky than TAHTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.