Correlation
The correlation between SAMHX and PHYSX is 0.37, 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.
SAMHX vs. PHYSX
Compare and contrast key facts about Virtus Seix High Yield Fund (SAMHX) and PIA High Yield Fund (PHYSX).
SAMHX is managed by Virtus. It was launched on Dec 29, 2000. PHYSX is managed by PIA Mutual Funds. It was launched on Dec 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAMHX or PHYSX.
Performance
SAMHX vs. PHYSX - Performance Comparison
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Key characteristics
SAMHX:
1.79
PHYSX:
1.31
SAMHX:
2.52
PHYSX:
1.55
SAMHX:
1.43
PHYSX:
1.28
SAMHX:
1.58
PHYSX:
0.81
SAMHX:
6.48
PHYSX:
3.01
SAMHX:
1.07%
PHYSX:
1.64%
SAMHX:
3.89%
PHYSX:
4.10%
SAMHX:
-27.61%
PHYSX:
-19.86%
SAMHX:
-0.80%
PHYSX:
-1.94%
Returns By Period
In the year-to-date period, SAMHX achieves a 0.82% return, which is significantly higher than PHYSX's -1.23% return. Over the past 10 years, SAMHX has underperformed PHYSX with an annualized return of 4.39%, while PHYSX has yielded a comparatively higher 5.13% annualized return.
SAMHX
0.82%
0.78%
0.52%
6.00%
5.73%
4.87%
4.39%
PHYSX
-1.23%
1.88%
-1.23%
5.24%
7.00%
7.45%
5.13%
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SAMHX vs. PHYSX - Expense Ratio Comparison
SAMHX has a 0.64% expense ratio, which is lower than PHYSX's 0.86% expense ratio.
Risk-Adjusted Performance
SAMHX vs. PHYSX — Risk-Adjusted Performance Rank
SAMHX
PHYSX
SAMHX vs. PHYSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix High Yield Fund (SAMHX) and PIA High Yield Fund (PHYSX). 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
SAMHX vs. PHYSX - Dividend Comparison
SAMHX's dividend yield for the trailing twelve months is around 6.28%, less than PHYSX's 8.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMHX Virtus Seix High Yield Fund | 6.28% | 6.82% | 6.07% | 5.42% | 4.16% | 4.55% | 4.79% | 5.84% | 5.46% | 5.70% | 6.07% | 15.82% |
PHYSX PIA High Yield Fund | 8.01% | 7.65% | 7.42% | 8.23% | 6.14% | 6.31% | 6.76% | 6.51% | 6.37% | 6.10% | 6.40% | 6.32% |
Drawdowns
SAMHX vs. PHYSX - Drawdown Comparison
The maximum SAMHX drawdown since its inception was -27.61%, which is greater than PHYSX's maximum drawdown of -19.86%. Use the drawdown chart below to compare losses from any high point for SAMHX and PHYSX.
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Volatility
SAMHX vs. PHYSX - Volatility Comparison
The current volatility for Virtus Seix High Yield Fund (SAMHX) is 1.10%, while PIA High Yield Fund (PHYSX) has a volatility of 1.35%. This indicates that SAMHX experiences smaller price fluctuations and is considered to be less risky than PHYSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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