LYFIX vs. VGHCX
Compare and contrast key facts about AlphaCentric LifeSci Healthcare Fund (LYFIX) and Vanguard Health Care Fund Investor Shares (VGHCX).
LYFIX is managed by AlphaCentric Funds. It was launched on Nov 28, 2019. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Performance
LYFIX vs. VGHCX - Performance Comparison
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LYFIX vs. VGHCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LYFIX AlphaCentric LifeSci Healthcare Fund | -4.21% | 28.22% | -0.27% | 7.19% | -0.92% | -3.42% | 54.83% | 1.20% |
VGHCX Vanguard Health Care Fund Investor Shares | -5.90% | 19.63% | 8.99% | 5.46% | -1.05% | 14.36% | 12.57% | 2.95% |
Returns By Period
In the year-to-date period, LYFIX achieves a -4.21% return, which is significantly higher than VGHCX's -5.90% return.
LYFIX
- 1D
- 0.93%
- 1M
- -7.36%
- YTD
- -4.21%
- 6M
- 13.80%
- 1Y
- 19.23%
- 3Y*
- 7.08%
- 5Y*
- 4.29%
- 10Y*
- —
VGHCX
- 1D
- 0.43%
- 1M
- -8.80%
- YTD
- -5.90%
- 6M
- 7.14%
- 1Y
- 9.73%
- 3Y*
- 9.19%
- 5Y*
- 7.98%
- 10Y*
- 9.25%
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LYFIX vs. VGHCX - Expense Ratio Comparison
LYFIX has a 1.40% expense ratio, which is higher than VGHCX's 0.30% expense ratio.
Return for Risk
LYFIX vs. VGHCX — Risk / Return Rank
LYFIX
VGHCX
LYFIX vs. VGHCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AlphaCentric LifeSci Healthcare Fund (LYFIX) and Vanguard Health Care Fund Investor Shares (VGHCX). 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.
| LYFIX | VGHCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.53 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.83 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.10 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.14 | +0.71 |
Martin ratioReturn relative to average drawdown | 4.50 | 2.80 | +1.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LYFIX | VGHCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.53 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.44 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.93 | -0.44 |
Correlation
The correlation between LYFIX and VGHCX is 0.71, 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.
Dividends
LYFIX vs. VGHCX - Dividend Comparison
LYFIX's dividend yield for the trailing twelve months is around 1.86%, less than VGHCX's 7.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LYFIX AlphaCentric LifeSci Healthcare Fund | 1.86% | 1.78% | 2.24% | 2.63% | 4.43% | 12.88% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGHCX Vanguard Health Care Fund Investor Shares | 7.02% | 6.00% | 22.72% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.10% | 7.30% | 8.54% | 8.16% |
Drawdowns
LYFIX vs. VGHCX - Drawdown Comparison
The maximum LYFIX drawdown since its inception was -35.33%, roughly equal to the maximum VGHCX drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for LYFIX and VGHCX.
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Drawdown Indicators
| LYFIX | VGHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.33% | -36.93% | +1.60% |
Max Drawdown (1Y)Largest decline over 1 year | -9.47% | -9.20% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -32.45% | -16.95% | -15.50% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.18% | — |
Current DrawdownCurrent decline from peak | -7.64% | -8.80% | +1.16% |
Average DrawdownAverage peak-to-trough decline | -10.07% | -5.25% | -4.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 3.91% | +0.32% |
Volatility
LYFIX vs. VGHCX - Volatility Comparison
AlphaCentric LifeSci Healthcare Fund (LYFIX) has a higher volatility of 6.67% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 4.82%. This indicates that LYFIX's price experiences larger fluctuations and is considered to be riskier than VGHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LYFIX | VGHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.67% | 4.82% | +1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 13.17% | 10.26% | +2.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.01% | 17.43% | +1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.89% | 18.05% | +4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.45% | 17.62% | +5.83% |