SIHAX vs. VWEHX
Compare and contrast key facts about Guggenheim High Yield Fund (SIHAX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX).
SIHAX is managed by Guggenheim. It was launched on Aug 5, 1996. VWEHX is managed by Vanguard. It was launched on Dec 27, 1978.
Performance
SIHAX vs. VWEHX - Performance Comparison
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SIHAX vs. VWEHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIHAX Guggenheim High Yield Fund | -1.76% | 6.84% | 6.93% | 10.74% | -10.51% | 4.36% | 4.55% | 11.26% | -3.17% | 6.91% |
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, SIHAX achieves a -1.76% return, which is significantly lower than VWEHX's -1.15% return. Over the past 10 years, SIHAX has underperformed VWEHX with an annualized return of 4.84%, while VWEHX has yielded a comparatively higher 5.18% annualized return.
SIHAX
- 1D
- 0.62%
- 1M
- -1.72%
- YTD
- -1.76%
- 6M
- -0.57%
- 1Y
- 4.38%
- 3Y*
- 6.42%
- 5Y*
- 3.06%
- 10Y*
- 4.84%
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%
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SIHAX vs. VWEHX - Expense Ratio Comparison
SIHAX has a 1.05% expense ratio, which is higher than VWEHX's 0.23% expense ratio.
Return for Risk
SIHAX vs. VWEHX — Risk / Return Rank
SIHAX
VWEHX
SIHAX vs. VWEHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim High Yield Fund (SIHAX) 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.
| SIHAX | VWEHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.90 | -0.58 |
Sortino ratioReturn per unit of downside risk | 1.96 | 2.86 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.46 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 2.79 | -1.17 |
Martin ratioReturn relative to average drawdown | 6.54 | 11.37 | -4.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SIHAX | VWEHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.90 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.80 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.06 | 0.99 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.28 | 0.87 | +0.41 |
Correlation
The correlation between SIHAX and VWEHX is 0.71, 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
SIHAX vs. VWEHX - Dividend Comparison
SIHAX's dividend yield for the trailing twelve months is around 5.97%, more than VWEHX's 5.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIHAX Guggenheim High Yield Fund | 5.97% | 6.39% | 5.45% | 4.91% | 4.75% | 3.70% | 4.79% | 5.44% | 6.86% | 5.53% | 6.09% | 7.53% |
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
SIHAX vs. VWEHX - Drawdown Comparison
The maximum SIHAX drawdown since its inception was -36.72%, which is greater than VWEHX's maximum drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for SIHAX and VWEHX.
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Drawdown Indicators
| SIHAX | VWEHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.72% | -30.17% | -6.55% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -2.52% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -13.95% | -13.83% | -0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -19.31% | -19.69% | +0.38% |
Current DrawdownCurrent decline from peak | -2.16% | -1.80% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -2.64% | -4.30% | +1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.71% | 0.62% | +0.09% |
Volatility
SIHAX vs. VWEHX - Volatility Comparison
Guggenheim High Yield Fund (SIHAX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) have volatilities of 1.42% 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.
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Volatility by Period
| SIHAX | VWEHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 1.39% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.20% | 2.29% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.44% | 3.45% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.33% | 4.85% | -0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.59% | 5.26% | -0.67% |