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GSHIX vs. PRFRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GSHIX vs. PRFRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs High Yield Fund (GSHIX) and T. Rowe Price Floating Rate Fund (PRFRX). The values are adjusted to include any dividend payments, if applicable.

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GSHIX vs. PRFRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GSHIX
Goldman Sachs High Yield Fund
-1.97%8.53%6.91%12.46%-13.80%4.13%5.48%15.54%-3.69%6.19%
PRFRX
T. Rowe Price Floating Rate Fund
-0.06%13.09%8.80%13.78%-1.95%4.60%1.75%8.46%-0.08%3.48%

Returns By Period

In the year-to-date period, GSHIX achieves a -1.97% return, which is significantly lower than PRFRX's -0.06% return. Over the past 10 years, GSHIX has underperformed PRFRX with an annualized return of 4.86%, while PRFRX has yielded a comparatively higher 5.66% annualized return.


GSHIX

1D
0.18%
1M
-2.46%
YTD
-1.97%
6M
-0.53%
1Y
5.80%
3Y*
7.21%
5Y*
2.73%
10Y*
4.86%

PRFRX

1D
0.00%
1M
-0.11%
YTD
-0.06%
6M
3.35%
1Y
11.72%
3Y*
10.22%
5Y*
7.18%
10Y*
5.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GSHIX vs. PRFRX - Expense Ratio Comparison

GSHIX has a 0.71% expense ratio, which is lower than PRFRX's 0.75% expense ratio.


Return for Risk

GSHIX vs. PRFRX — Risk / Return Rank

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

GSHIX
GSHIX Risk / Return Rank: 8080
Overall Rank
GSHIX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
GSHIX Sortino Ratio Rank: 8484
Sortino Ratio Rank
GSHIX Omega Ratio Rank: 8787
Omega Ratio Rank
GSHIX Calmar Ratio Rank: 7171
Calmar Ratio Rank
GSHIX Martin Ratio Rank: 7878
Martin Ratio Rank

PRFRX
PRFRX Risk / Return Rank: 9999
Overall Rank
PRFRX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
PRFRX Sortino Ratio Rank: 9999
Sortino Ratio Rank
PRFRX Omega Ratio Rank: 9999
Omega Ratio Rank
PRFRX Calmar Ratio Rank: 9999
Calmar Ratio Rank
PRFRX Martin Ratio Rank: 9999
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.

GSHIX vs. PRFRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs High Yield Fund (GSHIX) and T. Rowe Price Floating Rate Fund (PRFRX). 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.


GSHIXPRFRXDifference

Sharpe ratio

Return per unit of total volatility

1.54

3.66

-2.11

Sortino ratio

Return per unit of downside risk

2.21

7.34

-5.13

Omega ratio

Gain probability vs. loss probability

1.37

2.39

-1.02

Calmar ratio

Return relative to maximum drawdown

1.66

5.81

-4.16

Martin ratio

Return relative to average drawdown

7.52

28.10

-20.58

GSHIX vs. PRFRX - Sharpe Ratio Comparison

The current GSHIX Sharpe Ratio is 1.54, which is lower than the PRFRX Sharpe Ratio of 3.66. The chart below compares the historical Sharpe Ratios of GSHIX and PRFRX, 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


GSHIXPRFRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.54

3.66

-2.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

2.48

-1.94

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

1.45

-0.62

Sharpe Ratio (All Time)

Calculated using the full available price history

1.07

1.43

-0.36

Correlation

The correlation between GSHIX and PRFRX is 0.59, 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

GSHIX vs. PRFRX - Dividend Comparison

GSHIX's dividend yield for the trailing twelve months is around 6.14%, less than PRFRX's 12.94% yield.


TTM20252024202320222021202020192018201720162015
GSHIX
Goldman Sachs High Yield Fund
6.14%6.53%6.47%6.01%4.41%4.83%5.45%5.64%5.85%5.42%5.54%6.33%
PRFRX
T. Rowe Price Floating Rate Fund
12.94%12.91%8.17%9.57%4.03%3.86%4.00%4.84%4.87%4.04%4.07%4.07%

Drawdowns

GSHIX vs. PRFRX - Drawdown Comparison

The maximum GSHIX drawdown since its inception was -34.42%, which is greater than PRFRX's maximum drawdown of -20.05%. Use the drawdown chart below to compare losses from any high point for GSHIX and PRFRX.


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Drawdown Indicators


GSHIXPRFRXDifference

Max Drawdown

Largest peak-to-trough decline

-34.42%

-20.05%

-14.37%

Max Drawdown (1Y)

Largest decline over 1 year

-3.41%

-2.07%

-1.34%

Max Drawdown (5Y)

Largest decline over 5 years

-17.60%

-5.94%

-11.66%

Max Drawdown (10Y)

Largest decline over 10 years

-23.06%

-20.05%

-3.01%

Current Drawdown

Current decline from peak

-2.48%

-0.64%

-1.84%

Average Drawdown

Average peak-to-trough decline

-3.05%

-0.69%

-2.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.75%

0.43%

+0.32%

Volatility

GSHIX vs. PRFRX - Volatility Comparison

Goldman Sachs High Yield Fund (GSHIX) has a higher volatility of 1.52% compared to T. Rowe Price Floating Rate Fund (PRFRX) at 0.74%. This indicates that GSHIX's price experiences larger fluctuations and is considered to be riskier than PRFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GSHIXPRFRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.52%

0.74%

+0.78%

Volatility (6M)

Calculated over the trailing 6-month period

2.46%

2.18%

+0.28%

Volatility (1Y)

Calculated over the trailing 1-year period

4.07%

3.34%

+0.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.03%

2.91%

+2.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.87%

3.92%

+1.95%