SAMHX vs. THHYX
Compare and contrast key facts about Virtus Seix High Yield Fund (SAMHX) and Toews Tactical Income Fund (THHYX).
SAMHX is managed by Virtus. It was launched on Dec 29, 2000. THHYX is managed by Toews Funds. It was launched on Jun 4, 2010.
Performance
SAMHX vs. THHYX - Performance Comparison
Loading graphics...
SAMHX vs. THHYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAMHX Virtus Seix High Yield Fund | -1.39% | 7.37% | 5.87% | 12.32% | -10.48% | 3.21% | 9.97% | 12.94% | -1.68% | 7.02% |
THHYX Toews Tactical Income Fund | -0.03% | 3.44% | 5.48% | 4.51% | -5.33% | 0.28% | 5.21% | 7.37% | -0.80% | 2.57% |
Returns By Period
In the year-to-date period, SAMHX achieves a -1.39% return, which is significantly lower than THHYX's -0.03% return. Over the past 10 years, SAMHX has outperformed THHYX with an annualized return of 5.37%, while THHYX has yielded a comparatively lower 3.04% annualized return.
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%
THHYX
- 1D
- -0.10%
- 1M
- -0.56%
- YTD
- -0.03%
- 6M
- -0.33%
- 1Y
- 4.81%
- 3Y*
- 4.35%
- 5Y*
- 1.60%
- 10Y*
- 3.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SAMHX vs. THHYX - Expense Ratio Comparison
SAMHX has a 0.64% expense ratio, which is lower than THHYX's 1.46% expense ratio.
Return for Risk
SAMHX vs. THHYX — Risk / Return Rank
SAMHX
THHYX
SAMHX vs. THHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix High Yield Fund (SAMHX) and Toews Tactical Income Fund (THHYX). 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 | THHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 1.80 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.78 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.39 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 4.39 | -2.68 |
Martin ratioReturn relative to average drawdown | 7.20 | 10.88 | -3.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SAMHX | THHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.80 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.41 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.04 | 0.83 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 1.13 | -0.11 |
Correlation
The correlation between SAMHX and THHYX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SAMHX vs. THHYX - Dividend Comparison
SAMHX's dividend yield for the trailing twelve months is around 6.19%, more than THHYX's 5.52% 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% |
THHYX Toews Tactical Income Fund | 5.52% | 4.91% | 5.44% | 4.33% | 1.61% | 2.79% | 2.21% | 3.84% | 2.43% | 6.56% | 3.30% | 1.59% |
Drawdowns
SAMHX vs. THHYX - Drawdown Comparison
The maximum SAMHX drawdown since its inception was -27.54%, which is greater than THHYX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for SAMHX and THHYX.
Loading graphics...
Drawdown Indicators
| SAMHX | THHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.54% | -8.83% | -18.71% |
Max Drawdown (1Y)Largest decline over 1 year | -3.45% | -1.12% | -2.33% |
Max Drawdown (5Y)Largest decline over 5 years | -15.02% | -8.83% | -6.19% |
Max Drawdown (10Y)Largest decline over 10 years | -19.04% | -8.83% | -10.21% |
Current DrawdownCurrent decline from peak | -1.91% | -0.90% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -2.39% | -1.64% | -0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.45% | +0.37% |
Volatility
SAMHX vs. THHYX - Volatility Comparison
Virtus Seix High Yield Fund (SAMHX) has a higher volatility of 1.45% compared to Toews Tactical Income Fund (THHYX) at 0.59%. This indicates that SAMHX's price experiences larger fluctuations and is considered to be riskier than THHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SAMHX | THHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 0.59% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 1.57% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.93% | 2.74% | +1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.90% | 3.90% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.19% | 3.68% | +1.51% |