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 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IPHYX vs. SIHAX - Performance Comparison
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Key characteristics
IPHYX:
2.31
SIHAX:
2.19
IPHYX:
3.37
SIHAX:
3.22
IPHYX:
1.53
SIHAX:
1.48
IPHYX:
2.64
SIHAX:
2.22
IPHYX:
11.49
SIHAX:
9.37
IPHYX:
0.72%
SIHAX:
0.80%
IPHYX:
3.64%
SIHAX:
3.55%
IPHYX:
-32.44%
SIHAX:
-36.72%
IPHYX:
0.00%
SIHAX:
-0.07%
Returns By Period
In the year-to-date period, IPHYX achieves a 2.01% return, which is significantly higher than SIHAX's 1.37% return. Both investments have delivered pretty close results over the past 10 years, with IPHYX having a 4.33% annualized return and SIHAX not far ahead at 4.52%.
IPHYX
2.01%
3.07%
2.28%
8.39%
5.55%
4.33%
SIHAX
1.37%
3.01%
1.88%
7.74%
6.66%
4.52%
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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.
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Dividends
IPHYX vs. SIHAX - Dividend Comparison
IPHYX's dividend yield for the trailing twelve months is around 6.36%, less than SIHAX's 6.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPHYX Voya High Yield Portfolio | 6.36% | 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 | 6.44% | 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 -32.44%, 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.
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Volatility
IPHYX vs. SIHAX - Volatility Comparison
Voya High Yield Portfolio (IPHYX) has a higher volatility of 1.32% compared to Guggenheim High Yield Fund (SIHAX) at 1.08%. This indicates that IPHYX's price experiences larger fluctuations and is considered to be riskier than SIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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