LBHYX vs. SIHAX
Compare and contrast key facts about Thrivent High Yield Fund (LBHYX) and Guggenheim High Yield Fund (SIHAX).
LBHYX is managed by Thrivent. It was launched on Apr 3, 1987. 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: LBHYX or SIHAX.
Correlation
The correlation between LBHYX and SIHAX is 0.74, 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
LBHYX vs. SIHAX - Performance Comparison
Key characteristics
LBHYX:
2.13
SIHAX:
2.61
LBHYX:
3.45
SIHAX:
4.53
LBHYX:
1.51
SIHAX:
1.61
LBHYX:
3.47
SIHAX:
4.95
LBHYX:
12.22
SIHAX:
16.49
LBHYX:
0.61%
SIHAX:
0.49%
LBHYX:
3.51%
SIHAX:
3.09%
LBHYX:
-31.13%
SIHAX:
-36.72%
LBHYX:
-0.24%
SIHAX:
-0.40%
Returns By Period
In the year-to-date period, LBHYX achieves a 0.71% return, which is significantly higher than SIHAX's 0.30% return. Over the past 10 years, LBHYX has underperformed SIHAX with an annualized return of 3.77%, while SIHAX has yielded a comparatively higher 4.74% annualized return.
LBHYX
0.71%
0.71%
3.54%
7.47%
2.70%
3.77%
SIHAX
0.30%
0.60%
3.59%
7.93%
3.77%
4.74%
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LBHYX vs. SIHAX - Expense Ratio Comparison
LBHYX has a 0.79% expense ratio, which is lower than SIHAX's 1.05% expense ratio.
Risk-Adjusted Performance
LBHYX vs. SIHAX — Risk-Adjusted Performance Rank
LBHYX
SIHAX
LBHYX vs. SIHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent High Yield Fund (LBHYX) 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
LBHYX vs. SIHAX - Dividend Comparison
LBHYX's dividend yield for the trailing twelve months is around 5.47%, less than SIHAX's 5.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBHYX Thrivent High Yield Fund | 5.47% | 6.01% | 5.42% | 5.33% | 4.34% | 4.73% | 5.15% | 5.83% | 5.21% | 5.25% | 5.77% | 5.77% |
SIHAX Guggenheim High Yield Fund | 5.85% | 6.37% | 5.96% | 6.17% | 4.40% | 5.24% | 5.96% | 6.88% | 5.54% | 6.09% | 7.11% | 6.73% |
Drawdowns
LBHYX vs. SIHAX - Drawdown Comparison
The maximum LBHYX drawdown since its inception was -31.13%, smaller than the maximum SIHAX drawdown of -36.72%. Use the drawdown chart below to compare losses from any high point for LBHYX and SIHAX. For additional features, visit the drawdowns tool.
Volatility
LBHYX vs. SIHAX - Volatility Comparison
Thrivent High Yield Fund (LBHYX) has a higher volatility of 1.04% compared to Guggenheim High Yield Fund (SIHAX) at 0.70%. This indicates that LBHYX'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.