SIHAX vs. GLAD

In the year-to-date period, SIHAX achieves a 1.17% return, which is significantly higher than GLAD's -6.82% return. Over the past 10 years, SIHAX has underperformed GLAD with an annualized return of 4.50%, while GLAD has yielded a comparatively higher 14.08% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Guggenheim High Yield Fund (SIHAX) and Gladstone Capital Corporation (GLAD). 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.

The current SIHAX Sharpe Ratio is 2.10, which is higher than the GLAD Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of SIHAX and GLAD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SIHAX's dividend yield for the trailing twelve months is around 5.93%, less than GLAD's 9.20% yield.

The maximum SIHAX drawdown since its inception was -36.72%, smaller than the maximum GLAD drawdown of -74.87%. Use the drawdown chart below to compare losses from any high point for SIHAX and GLAD. For additional features, visit the drawdowns tool.

The current volatility for Guggenheim High Yield Fund (SIHAX) is 1.08%, while Gladstone Capital Corporation (GLAD) has a volatility of 6.83%. This indicates that SIHAX experiences smaller price fluctuations and is considered to be less risky than GLAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.