SIHAX vs. IHFAX
Compare and contrast key facts about Guggenheim High Yield Fund (SIHAX) and Integrity High Income Fund (IHFAX).
SIHAX is managed by Guggenheim. It was launched on Aug 5, 1996. IHFAX is managed by IntegrityVikingFunds. It was launched on Apr 30, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SIHAX or IHFAX.
Correlation
The correlation between SIHAX and IHFAX is 0.75, 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.
Performance
SIHAX vs. IHFAX - Performance Comparison
Key characteristics
SIHAX:
2.98
IHFAX:
2.99
SIHAX:
5.35
IHFAX:
5.00
SIHAX:
1.71
IHFAX:
1.69
SIHAX:
5.66
IHFAX:
4.85
SIHAX:
18.95
IHFAX:
17.26
SIHAX:
0.49%
IHFAX:
0.58%
SIHAX:
3.10%
IHFAX:
3.32%
SIHAX:
-36.72%
IHFAX:
-49.87%
SIHAX:
-0.30%
IHFAX:
-0.13%
Returns By Period
In the year-to-date period, SIHAX achieves a 0.96% return, which is significantly lower than IHFAX's 1.14% return. Both investments have delivered pretty close results over the past 10 years, with SIHAX having a 4.78% annualized return and IHFAX not far behind at 4.67%.
SIHAX
0.96%
0.55%
3.54%
9.08%
3.90%
4.78%
IHFAX
1.14%
0.60%
3.96%
9.78%
3.96%
4.67%
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SIHAX vs. IHFAX - Expense Ratio Comparison
SIHAX has a 1.05% expense ratio, which is higher than IHFAX's 0.99% expense ratio.
Risk-Adjusted Performance
SIHAX vs. IHFAX — Risk-Adjusted Performance Rank
SIHAX
IHFAX
SIHAX vs. IHFAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim High Yield Fund (SIHAX) and Integrity High Income Fund (IHFAX). 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.
Dividends
SIHAX vs. IHFAX - Dividend Comparison
SIHAX's dividend yield for the trailing twelve months is around 6.40%, more than IHFAX's 5.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIHAX Guggenheim High Yield Fund | 6.40% | 6.37% | 5.96% | 6.17% | 4.40% | 5.24% | 5.96% | 6.88% | 5.54% | 6.09% | 7.11% | 6.73% |
IHFAX Integrity High Income Fund | 5.31% | 5.33% | 5.16% | 4.78% | 3.72% | 4.42% | 4.83% | 5.48% | 4.77% | 5.10% | 5.65% | 5.55% |
Drawdowns
SIHAX vs. IHFAX - Drawdown Comparison
The maximum SIHAX drawdown since its inception was -36.72%, smaller than the maximum IHFAX drawdown of -49.87%. Use the drawdown chart below to compare losses from any high point for SIHAX and IHFAX. For additional features, visit the drawdowns tool.
Volatility
SIHAX vs. IHFAX - Volatility Comparison
Guggenheim High Yield Fund (SIHAX) and Integrity High Income Fund (IHFAX) have volatilities of 0.78% and 0.80%, 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.