PortfoliosLab logoPortfoliosLab logo
SHYAX vs. VWEHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SHYAX vs. VWEHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SEI Institutional Managed Trust High Yield Bond Fund (SHYAX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

SHYAX vs. VWEHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SHYAX
SEI Institutional Managed Trust High Yield Bond Fund
-1.46%7.59%7.60%10.70%-13.31%9.07%5.36%13.32%-2.55%7.67%
VWEHX
Vanguard High-Yield Corporate Fund Investor Shares
-1.15%9.38%6.33%11.66%-9.04%2.97%5.30%15.81%-2.93%7.05%

Returns By Period

In the year-to-date period, SHYAX achieves a -1.46% return, which is significantly lower than VWEHX's -1.15% return. Over the past 10 years, SHYAX has outperformed VWEHX with an annualized return of 5.58%, while VWEHX has yielded a comparatively lower 5.18% annualized return.


SHYAX

1D
0.39%
1M
-1.90%
YTD
-1.46%
6M
-0.61%
1Y
5.08%
3Y*
6.98%
5Y*
2.94%
10Y*
5.58%

VWEHX

1D
0.55%
1M
-1.62%
YTD
-1.15%
6M
0.56%
1Y
6.47%
3Y*
7.55%
5Y*
3.89%
10Y*
5.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


SHYAX vs. VWEHX - Expense Ratio Comparison

SHYAX has a 0.89% expense ratio, which is higher than VWEHX's 0.23% expense ratio.


Return for Risk

SHYAX vs. VWEHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SHYAX
SHYAX Risk / Return Rank: 7070
Overall Rank
SHYAX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
SHYAX Sortino Ratio Rank: 7474
Sortino Ratio Rank
SHYAX Omega Ratio Rank: 7777
Omega Ratio Rank
SHYAX Calmar Ratio Rank: 6666
Calmar Ratio Rank
SHYAX Martin Ratio Rank: 6161
Martin Ratio Rank

VWEHX
VWEHX Risk / Return Rank: 9292
Overall Rank
VWEHX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
VWEHX Sortino Ratio Rank: 9393
Sortino Ratio Rank
VWEHX Omega Ratio Rank: 9393
Omega Ratio Rank
VWEHX Calmar Ratio Rank: 9292
Calmar Ratio Rank
VWEHX Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SHYAX vs. VWEHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust High Yield Bond Fund (SHYAX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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.


SHYAXVWEHXDifference

Sharpe ratio

Return per unit of total volatility

1.38

1.90

-0.53

Sortino ratio

Return per unit of downside risk

1.96

2.86

-0.90

Omega ratio

Gain probability vs. loss probability

1.31

1.46

-0.15

Calmar ratio

Return relative to maximum drawdown

1.68

2.79

-1.10

Martin ratio

Return relative to average drawdown

6.33

11.37

-5.04

SHYAX vs. VWEHX - Sharpe Ratio Comparison

The current SHYAX Sharpe Ratio is 1.38, which is comparable to the VWEHX Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of SHYAX and VWEHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


SHYAXVWEHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

1.90

-0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

0.80

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.05

0.99

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

1.24

0.87

+0.38

Correlation

The correlation between SHYAX and VWEHX is 0.77, 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

SHYAX vs. VWEHX - Dividend Comparison

SHYAX's dividend yield for the trailing twelve months is around 8.07%, more than VWEHX's 5.78% yield.


TTM20252024202320222021202020192018201720162015
SHYAX
SEI Institutional Managed Trust High Yield Bond Fund
8.07%8.69%7.48%10.58%12.96%5.19%7.50%6.05%7.51%6.90%7.06%7.34%
VWEHX
Vanguard High-Yield Corporate Fund Investor Shares
5.78%6.15%6.11%5.68%5.11%3.43%4.62%5.24%5.94%5.29%5.41%6.42%

Drawdowns

SHYAX vs. VWEHX - Drawdown Comparison

The maximum SHYAX drawdown since its inception was -38.15%, which is greater than VWEHX's maximum drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for SHYAX and VWEHX.


Loading graphics...

Drawdown Indicators


SHYAXVWEHXDifference

Max Drawdown

Largest peak-to-trough decline

-38.15%

-30.17%

-7.98%

Max Drawdown (1Y)

Largest decline over 1 year

-3.20%

-2.52%

-0.68%

Max Drawdown (5Y)

Largest decline over 5 years

-15.68%

-13.83%

-1.85%

Max Drawdown (10Y)

Largest decline over 10 years

-22.12%

-19.69%

-2.43%

Current Drawdown

Current decline from peak

-2.28%

-1.80%

-0.48%

Average Drawdown

Average peak-to-trough decline

-3.05%

-4.30%

+1.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.85%

0.62%

+0.23%

Volatility

SHYAX vs. VWEHX - Volatility Comparison

SEI Institutional Managed Trust High Yield Bond Fund (SHYAX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) have volatilities of 1.44% and 1.39%, 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.


Loading graphics...

Volatility by Period


SHYAXVWEHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.44%

1.39%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

2.51%

2.29%

+0.22%

Volatility (1Y)

Calculated over the trailing 1-year period

3.85%

3.45%

+0.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.73%

4.85%

-0.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.34%

5.26%

+0.08%