SAMHX vs. CRDOX
Compare and contrast key facts about Virtus Seix High Yield Fund (SAMHX) and Six Circles Credit Opportunities Fund (CRDOX).
SAMHX is managed by Virtus. It was launched on Dec 29, 2000. CRDOX is managed by Six Circles. It was launched on Nov 22, 2020.
Performance
SAMHX vs. CRDOX - Performance Comparison
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SAMHX vs. CRDOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SAMHX Virtus Seix High Yield Fund | -1.39% | 7.37% | 5.87% | 12.32% | -10.48% | 3.21% | 2.41% |
CRDOX Six Circles Credit Opportunities Fund | -1.45% | 7.48% | 8.69% | 8.06% | -10.62% | 2.66% | 1.71% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SAMHX having a -1.39% return and CRDOX slightly lower at -1.45%.
SAMHX
- 1D
- 0.52%
- 1M
- -1.65%
- YTD
- -1.39%
- 6M
- -0.07%
- 1Y
- 5.33%
- 3Y*
- 6.75%
- 5Y*
- 3.11%
- 10Y*
- 5.37%
CRDOX
- 1D
- 0.34%
- 1M
- -2.43%
- YTD
- -1.45%
- 6M
- 0.10%
- 1Y
- 6.40%
- 3Y*
- 6.56%
- 5Y*
- 2.70%
- 10Y*
- —
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SAMHX vs. CRDOX - Expense Ratio Comparison
SAMHX has a 0.64% expense ratio, which is higher than CRDOX's 0.29% expense ratio.
Return for Risk
SAMHX vs. CRDOX — Risk / Return Rank
SAMHX
CRDOX
SAMHX vs. CRDOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix High Yield Fund (SAMHX) and Six Circles Credit Opportunities Fund (CRDOX). 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.
| SAMHX | CRDOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 2.04 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.80 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.47 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.81 | -0.09 |
Martin ratioReturn relative to average drawdown | 7.20 | 8.08 | -0.88 |
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
| SAMHX | CRDOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 2.04 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.66 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.04 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.72 | +0.30 |
Correlation
The correlation between SAMHX and CRDOX 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.
Dividends
SAMHX vs. CRDOX - Dividend Comparison
SAMHX's dividend yield for the trailing twelve months is around 6.19%, less than CRDOX's 6.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMHX Virtus Seix High Yield Fund | 6.19% | 6.67% | 5.69% | 5.54% | 5.41% | 3.50% | 4.54% | 4.80% | 5.83% | 5.45% | 5.71% | 6.08% |
CRDOX Six Circles Credit Opportunities Fund | 6.34% | 5.18% | 6.96% | 6.86% | 5.82% | 2.73% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SAMHX vs. CRDOX - Drawdown Comparison
The maximum SAMHX drawdown since its inception was -27.54%, which is greater than CRDOX's maximum drawdown of -15.92%. Use the drawdown chart below to compare losses from any high point for SAMHX and CRDOX.
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Drawdown Indicators
| SAMHX | CRDOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.54% | -15.92% | -11.62% |
Max Drawdown (1Y)Largest decline over 1 year | -3.45% | -3.14% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -15.02% | -15.92% | +0.90% |
Max Drawdown (10Y)Largest decline over 10 years | -19.04% | — | — |
Current DrawdownCurrent decline from peak | -1.91% | -2.81% | +0.90% |
Average DrawdownAverage peak-to-trough decline | -2.39% | -3.63% | +1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.70% | +0.12% |
Volatility
SAMHX vs. CRDOX - Volatility Comparison
Virtus Seix High Yield Fund (SAMHX) and Six Circles Credit Opportunities Fund (CRDOX) have volatilities of 1.45% and 1.44%, 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.
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Volatility by Period
| SAMHX | CRDOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 1.44% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 2.19% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.93% | 3.28% | +0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.90% | 4.11% | +0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.19% | 4.04% | +1.15% |