SIHAX vs. IPHYX
Compare and contrast key facts about Guggenheim High Yield Fund (SIHAX) and Voya High Yield Portfolio (IPHYX).
SIHAX is managed by Guggenheim. It was launched on Aug 5, 1996. IPHYX is managed by Voya. It was launched on May 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SIHAX or IPHYX.
Correlation
The correlation between SIHAX and IPHYX is 0.81, 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. IPHYX - Performance Comparison
Key characteristics
SIHAX:
2.98
IPHYX:
2.96
SIHAX:
5.35
IPHYX:
4.93
SIHAX:
1.71
IPHYX:
1.72
SIHAX:
5.66
IPHYX:
3.35
SIHAX:
18.95
IPHYX:
17.02
SIHAX:
0.49%
IPHYX:
0.54%
SIHAX:
3.10%
IPHYX:
3.13%
SIHAX:
-36.72%
IPHYX:
-32.46%
SIHAX:
-0.30%
IPHYX:
0.00%
Returns By Period
In the year-to-date period, SIHAX achieves a 0.96% return, which is significantly lower than IPHYX's 1.34% return. Over the past 10 years, SIHAX has outperformed IPHYX with an annualized return of 4.78%, while IPHYX has yielded a comparatively lower 4.47% annualized return.
SIHAX
0.96%
0.55%
3.54%
9.08%
3.90%
4.78%
IPHYX
1.34%
0.87%
3.88%
9.27%
3.29%
4.47%
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SIHAX vs. IPHYX - Expense Ratio Comparison
SIHAX has a 1.05% expense ratio, which is higher than IPHYX's 0.73% expense ratio.
Risk-Adjusted Performance
SIHAX vs. IPHYX — Risk-Adjusted Performance Rank
SIHAX
IPHYX
SIHAX vs. IPHYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim High Yield Fund (SIHAX) and Voya High Yield Portfolio (IPHYX). 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. IPHYX - Dividend Comparison
SIHAX's dividend yield for the trailing twelve months is around 6.40%, which matches IPHYX's 6.35% 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% |
IPHYX Voya High Yield Portfolio | 6.35% | 6.42% | 6.20% | 5.79% | 5.11% | 5.04% | 5.15% | 6.04% | 6.84% | 6.46% | 6.31% | 6.28% |
Drawdowns
SIHAX vs. IPHYX - Drawdown Comparison
The maximum SIHAX drawdown since its inception was -36.72%, which is greater than IPHYX's maximum drawdown of -32.46%. Use the drawdown chart below to compare losses from any high point for SIHAX and IPHYX. For additional features, visit the drawdowns tool.
Volatility
SIHAX vs. IPHYX - Volatility Comparison
Guggenheim High Yield Fund (SIHAX) has a higher volatility of 0.78% compared to Voya High Yield Portfolio (IPHYX) at 0.74%. This indicates that SIHAX's price experiences larger fluctuations and is considered to be riskier than IPHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.