SIHAX vs. TAHTX
Compare and contrast key facts about Guggenheim High Yield Fund (SIHAX) and Transamerica High Yield Bond (TAHTX).
SIHAX is managed by Guggenheim. It was launched on Aug 5, 1996. TAHTX is managed by Transamerica. It was launched on Jun 14, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SIHAX or TAHTX.
Correlation
The correlation between SIHAX and TAHTX is 0.87, 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. TAHTX - Performance Comparison
Key characteristics
SIHAX:
2.98
TAHTX:
2.96
SIHAX:
5.35
TAHTX:
5.09
SIHAX:
1.71
TAHTX:
1.72
SIHAX:
5.66
TAHTX:
3.53
SIHAX:
18.95
TAHTX:
16.18
SIHAX:
0.49%
TAHTX:
0.61%
SIHAX:
3.10%
TAHTX:
3.32%
SIHAX:
-36.72%
TAHTX:
-23.40%
SIHAX:
-0.30%
TAHTX:
0.00%
Returns By Period
In the year-to-date period, SIHAX achieves a 0.96% return, which is significantly lower than TAHTX's 1.32% return.
SIHAX
0.96%
0.55%
3.54%
9.08%
3.90%
4.78%
TAHTX
1.32%
0.83%
4.36%
9.69%
3.32%
N/A
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SIHAX vs. TAHTX - Expense Ratio Comparison
SIHAX has a 1.05% expense ratio, which is higher than TAHTX's 0.58% expense ratio.
Risk-Adjusted Performance
SIHAX vs. TAHTX — Risk-Adjusted Performance Rank
SIHAX
TAHTX
SIHAX vs. TAHTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim High Yield Fund (SIHAX) and Transamerica High Yield Bond (TAHTX). 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. TAHTX - Dividend Comparison
SIHAX's dividend yield for the trailing twelve months is around 6.40%, less than TAHTX's 6.57% 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% |
TAHTX Transamerica High Yield Bond | 6.57% | 6.53% | 5.64% | 5.67% | 4.59% | 5.08% | 5.59% | 6.31% | 2.42% | 0.00% | 0.00% | 0.00% |
Drawdowns
SIHAX vs. TAHTX - Drawdown Comparison
The maximum SIHAX drawdown since its inception was -36.72%, which is greater than TAHTX's maximum drawdown of -23.40%. Use the drawdown chart below to compare losses from any high point for SIHAX and TAHTX. For additional features, visit the drawdowns tool.
Volatility
SIHAX vs. TAHTX - Volatility Comparison
Guggenheim High Yield Fund (SIHAX) and Transamerica High Yield Bond (TAHTX) have volatilities of 0.78% and 0.82%, 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.