SAMHX vs. MDHVX
SAMHX (Virtus Seix High Yield Fund) and MDHVX (MainStay MacKay Short Duration High Yield Fund) are both High Yield Bonds funds. Over the past 10 years, SAMHX returned 4.92%/yr vs 4.34%/yr for MDHVX. Their 0.72 correlation means they have sometimes moved together and sometimes differently. SAMHX charges 0.64%/yr vs 1.10%/yr for MDHVX.
Performance
SAMHX vs. MDHVX - Performance Comparison
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Returns By Period
In the year-to-date period, SAMHX achieves a 0.64% return, which is significantly lower than MDHVX's 1.46% return. Over the past 10 years, SAMHX has outperformed MDHVX with an annualized return of 4.92%, while MDHVX has yielded a comparatively lower 4.34% annualized return.
SAMHX
- 1D
- -0.13%
- 1M
- -0.64%
- 6M
- 0.36%
- YTD
- 0.64%
- 1Y
- 4.38%
- 3Y*
- 6.38%
- 5Y*
- 3.06%
- 10Y*
- 4.92%
- ALL TIME*
- 4.99%
MDHVX
- 1D
- -0.43%
- 1M
- -0.64%
- 6M
- 1.02%
- YTD
- 1.46%
- 1Y
- 3.44%
- 3Y*
- 5.91%
- 5Y*
- 4.15%
- 10Y*
- 4.34%
- ALL TIME*
- 4.27%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SAMHX vs. MDHVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAMHX Virtus Seix High Yield Fund | 0.64% | 7.37% | 5.87% | 12.32% | -10.48% | 3.21% | 9.97% | 12.94% | -1.68% | 7.02% |
MDHVX MainStay MacKay Short Duration High Yield Fund | 1.46% | 5.38% | 6.51% | 9.86% | -2.81% | 4.38% | 2.92% | 9.00% | -0.13% | 4.30% |
Correlation
The correlation between SAMHX and MDHVX is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2012 | 0.72 |
The correlation between SAMHX and MDHVX shifts across timeframes, from 0.66 (1 year) to 0.77 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SAMHX vs. MDHVX — Risk / Return Rank
SAMHX
MDHVX
SAMHX vs. MDHVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix High Yield Fund (SAMHX) and MainStay MacKay Short Duration High Yield Fund (MDHVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SAMHX | MDHVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.42 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | 3.09 | -1.50 |
| Martin ratioReturn relative to average drawdown | 7.78 | 14.49 | -6.71 |
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Drawdowns
SAMHX vs. MDHVX - Drawdown Comparison
The maximum SAMHX drawdown since its inception was -27.54%, which is greater than MDHVX's maximum drawdown of -18.04%. Use the drawdown chart below to compare losses from any high point for SAMHX and MDHVX.
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Drawdown Indicators
| SAMHX | MDHVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.54% | -18.04% | -9.50% |
Max Drawdown (1Y)Largest decline over 1 year | -2.67% | -1.06% | -1.61% |
Max Drawdown (3Y)Largest decline over 3 years | -4.39% | -2.65% | -1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -15.02% | -6.26% | -8.76% |
Max Drawdown (10Y)Largest decline over 10 years | -19.04% | -18.04% | -1.00% |
Current DrawdownCurrent decline from peak | -0.77% | -0.74% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -2.37% | -0.77% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 0.23% | +0.32% |
Volatility
SAMHX vs. MDHVX - Volatility Comparison
The current volatility for Virtus Seix High Yield Fund (SAMHX) is 0.52%, while MainStay MacKay Short Duration High Yield Fund (MDHVX) has a volatility of 0.62%. This indicates that SAMHX experiences smaller price fluctuations and is considered to be less risky than MDHVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAMHX | MDHVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.52% | 0.62% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.68% | 1.40% | +1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.34% | 1.85% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.95% | 2.59% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.17% | 3.41% | +1.76% |
SAMHX vs. MDHVX - Expense Ratio Comparison
SAMHX has a 0.64% expense ratio, which is lower than MDHVX's 1.10% expense ratio.
Dividends
SAMHX vs. MDHVX - Dividend Comparison
SAMHX's dividend yield for the trailing twelve months is around 6.04%, more than MDHVX's 4.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDHVX MainStay MacKay Short Duration High Yield Fund | 4.82% | 5.47% | 6.01% | 5.53% | 4.31% | 3.80% | 4.44% | 4.37% | 4.33% | 4.03% | 4.95% | 4.87% |
SAMHX Virtus Seix High Yield Fund | 6.04% | 6.67% | 5.69% | 5.54% | 5.41% | 3.50% | 4.54% | 4.80% | 5.83% | 5.45% | 5.71% | 6.08% |
Frequently Asked Questions
SAMHX and MDHVX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MDHVX has higher volatility (0.62%) compared to SAMHX (0.52%). In terms of maximum drawdown, SAMHX dropped -27.54% vs MDHVX's -18.04%.
MDHVX currently has the higher Sharpe Ratio (1.76 vs 1.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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