IPHYX vs. SIHAX
Compare and contrast key facts about Voya High Yield Portfolio (IPHYX) and Guggenheim High Yield Fund (SIHAX).
IPHYX is managed by Voya. It was launched on May 3, 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: IPHYX or SIHAX.
Correlation
The correlation between IPHYX and SIHAX is 0.81, 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
IPHYX vs. SIHAX - Performance Comparison
Key characteristics
IPHYX:
2.96
SIHAX:
2.98
IPHYX:
4.93
SIHAX:
5.35
IPHYX:
1.72
SIHAX:
1.71
IPHYX:
3.35
SIHAX:
5.66
IPHYX:
17.02
SIHAX:
18.95
IPHYX:
0.54%
SIHAX:
0.49%
IPHYX:
3.13%
SIHAX:
3.10%
IPHYX:
-32.46%
SIHAX:
-36.72%
IPHYX:
0.00%
SIHAX:
-0.30%
Returns By Period
In the year-to-date period, IPHYX achieves a 1.34% return, which is significantly higher than SIHAX's 0.96% return. Over the past 10 years, IPHYX has underperformed SIHAX with an annualized return of 4.47%, while SIHAX has yielded a comparatively higher 4.78% annualized return.
IPHYX
1.34%
0.87%
3.88%
9.27%
3.29%
4.47%
SIHAX
0.96%
0.55%
3.54%
9.08%
3.90%
4.78%
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IPHYX vs. SIHAX - Expense Ratio Comparison
IPHYX has a 0.73% expense ratio, which is lower than SIHAX's 1.05% expense ratio.
Risk-Adjusted Performance
IPHYX vs. SIHAX — Risk-Adjusted Performance Rank
IPHYX
SIHAX
IPHYX vs. SIHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya High Yield Portfolio (IPHYX) 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
IPHYX vs. SIHAX - Dividend Comparison
IPHYX's dividend yield for the trailing twelve months is around 6.35%, which matches SIHAX's 6.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPHYX Voya High Yield Portfolio | 6.35% | 6.42% | 6.20% | 5.79% | 5.11% | 5.04% | 5.15% | 6.04% | 6.84% | 6.46% | 6.31% | 6.28% |
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
IPHYX vs. SIHAX - Drawdown Comparison
The maximum IPHYX drawdown since its inception was -32.46%, smaller than the maximum SIHAX drawdown of -36.72%. Use the drawdown chart below to compare losses from any high point for IPHYX and SIHAX. For additional features, visit the drawdowns tool.
Volatility
IPHYX vs. SIHAX - Volatility Comparison
The current volatility for Voya High Yield Portfolio (IPHYX) is 0.74%, while Guggenheim High Yield Fund (SIHAX) has a volatility of 0.78%. This indicates that IPHYX experiences smaller price fluctuations and is considered to be less risky than SIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.