IHFAX vs. SIHAX
Compare and contrast key facts about Integrity High Income Fund (IHFAX) and Guggenheim High Yield Fund (SIHAX).
IHFAX is managed by IntegrityVikingFunds. It was launched on Apr 30, 2004. SIHAX is managed by Guggenheim. It was launched on Aug 5, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IHFAX or SIHAX.
Correlation
The correlation between IHFAX and SIHAX is 0.75, 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
IHFAX vs. SIHAX - Performance Comparison
Key characteristics
IHFAX:
2.99
SIHAX:
2.98
IHFAX:
5.00
SIHAX:
5.35
IHFAX:
1.69
SIHAX:
1.71
IHFAX:
4.85
SIHAX:
5.66
IHFAX:
17.26
SIHAX:
18.95
IHFAX:
0.58%
SIHAX:
0.49%
IHFAX:
3.32%
SIHAX:
3.10%
IHFAX:
-49.87%
SIHAX:
-36.72%
IHFAX:
-0.13%
SIHAX:
-0.30%
Returns By Period
In the year-to-date period, IHFAX achieves a 1.14% return, which is significantly higher than SIHAX's 0.96% return. Both investments have delivered pretty close results over the past 10 years, with IHFAX having a 4.67% annualized return and SIHAX not far ahead at 4.78%.
IHFAX
1.14%
0.60%
3.96%
9.78%
3.96%
4.67%
SIHAX
0.96%
0.55%
3.54%
9.08%
3.90%
4.78%
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IHFAX vs. SIHAX - Expense Ratio Comparison
IHFAX has a 0.99% expense ratio, which is lower than SIHAX's 1.05% expense ratio.
Risk-Adjusted Performance
IHFAX vs. SIHAX — Risk-Adjusted Performance Rank
IHFAX
SIHAX
IHFAX vs. SIHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Integrity High Income Fund (IHFAX) and Guggenheim High Yield Fund (SIHAX). 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
IHFAX vs. SIHAX - Dividend Comparison
IHFAX's dividend yield for the trailing twelve months is around 5.31%, less than SIHAX's 6.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHFAX Integrity High Income Fund | 5.31% | 5.33% | 5.16% | 4.78% | 3.72% | 4.42% | 4.83% | 5.48% | 4.77% | 5.10% | 5.65% | 5.55% |
SIHAX Guggenheim High Yield Fund | 6.40% | 6.37% | 5.96% | 6.17% | 4.40% | 5.24% | 5.96% | 6.88% | 5.54% | 6.09% | 7.11% | 6.73% |
Drawdowns
IHFAX vs. SIHAX - Drawdown Comparison
The maximum IHFAX drawdown since its inception was -49.87%, which is greater than SIHAX's maximum drawdown of -36.72%. Use the drawdown chart below to compare losses from any high point for IHFAX and SIHAX. For additional features, visit the drawdowns tool.
Volatility
IHFAX vs. SIHAX - Volatility Comparison
Integrity High Income Fund (IHFAX) and Guggenheim High Yield Fund (SIHAX) have volatilities of 0.80% and 0.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.