TAHTX vs. CRDOX
Compare and contrast key facts about Transamerica High Yield Bond (TAHTX) and Six Circles Credit Opportunities Fund (CRDOX).
TAHTX is managed by Transamerica. It was launched on Jun 14, 1985. CRDOX is managed by Six Circles. It was launched on Nov 22, 2020.
Performance
TAHTX vs. CRDOX - Performance Comparison
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TAHTX vs. CRDOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TAHTX Transamerica High Yield Bond | -1.43% | 8.73% | 7.83% | 9.14% | -13.10% | 6.22% | 2.55% |
CRDOX Six Circles Credit Opportunities Fund | -1.45% | 7.48% | 8.69% | 8.06% | -10.62% | 2.66% | 1.71% |
Returns By Period
The year-to-date returns for both stocks are quite close, with TAHTX having a -1.43% return and CRDOX slightly lower at -1.45%.
TAHTX
- 1D
- 0.62%
- 1M
- -1.94%
- YTD
- -1.43%
- 6M
- 0.42%
- 1Y
- 6.74%
- 3Y*
- 7.11%
- 5Y*
- 2.74%
- 10Y*
- 4.32%
CRDOX
- 1D
- 0.34%
- 1M
- -2.43%
- YTD
- -1.45%
- 6M
- 0.10%
- 1Y
- 6.40%
- 3Y*
- 6.56%
- 5Y*
- 2.70%
- 10Y*
- —
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TAHTX vs. CRDOX - Expense Ratio Comparison
TAHTX has a 0.58% expense ratio, which is higher than CRDOX's 0.29% expense ratio.
Return for Risk
TAHTX vs. CRDOX — Risk / Return Rank
TAHTX
CRDOX
TAHTX vs. CRDOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica High Yield Bond (TAHTX) and Six Circles Credit Opportunities Fund (CRDOX). 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.
| TAHTX | CRDOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.71 | 2.04 | -0.33 |
Sortino ratioReturn per unit of downside risk | 2.53 | 2.80 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.47 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.81 | +0.48 |
Martin ratioReturn relative to average drawdown | 9.40 | 8.08 | +1.32 |
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
| TAHTX | CRDOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.71 | 2.04 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.66 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.72 | -0.36 |
Correlation
The correlation between TAHTX and CRDOX is 0.77, 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
TAHTX vs. CRDOX - Dividend Comparison
TAHTX's dividend yield for the trailing twelve months is around 6.49%, more than CRDOX's 6.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAHTX Transamerica High Yield Bond | 6.49% | 6.94% | 6.60% | 4.20% | 3.74% | 4.59% | 4.67% | 5.57% | 6.30% | 4.43% |
CRDOX Six Circles Credit Opportunities Fund | 6.34% | 5.18% | 6.96% | 6.86% | 5.82% | 2.73% | 0.33% | 0.00% | 0.00% | 0.00% |
Drawdowns
TAHTX vs. CRDOX - Drawdown Comparison
The maximum TAHTX drawdown since its inception was -23.40%, which is greater than CRDOX's maximum drawdown of -15.92%. Use the drawdown chart below to compare losses from any high point for TAHTX and CRDOX.
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Drawdown Indicators
| TAHTX | CRDOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.40% | -15.92% | -7.48% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -3.14% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -16.57% | -15.92% | -0.65% |
Max Drawdown (10Y)Largest decline over 10 years | -23.40% | — | — |
Current DrawdownCurrent decline from peak | -2.06% | -2.81% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -3.63% | -1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 0.70% | +0.08% |
Volatility
TAHTX vs. CRDOX - Volatility Comparison
Transamerica High Yield Bond (TAHTX) and Six Circles Credit Opportunities Fund (CRDOX) have volatilities of 1.47% and 1.44%, 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
| TAHTX | CRDOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.47% | 1.44% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.59% | 2.19% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.05% | 3.28% | +0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.06% | 4.11% | +0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.18% | 4.04% | +2.14% |