TAHTX vs. GHVIX
Compare and contrast key facts about Transamerica High Yield Bond (TAHTX) and GMO High Yield Fund (GHVIX).
TAHTX is managed by Transamerica. It was launched on Jun 14, 1985. GHVIX is managed by GMO. It was launched on Jun 25, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAHTX or GHVIX.
Correlation
The correlation between TAHTX and GHVIX is 0.76, 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
TAHTX vs. GHVIX - Performance Comparison
Key characteristics
TAHTX:
2.88
GHVIX:
2.80
TAHTX:
4.95
GHVIX:
4.21
TAHTX:
1.70
GHVIX:
1.57
TAHTX:
3.43
GHVIX:
4.52
TAHTX:
15.73
GHVIX:
17.06
TAHTX:
0.61%
GHVIX:
0.57%
TAHTX:
3.33%
GHVIX:
3.50%
TAHTX:
-23.40%
GHVIX:
-20.44%
TAHTX:
-0.12%
GHVIX:
-0.12%
Returns By Period
In the year-to-date period, TAHTX achieves a 1.20% return, which is significantly lower than GHVIX's 1.74% return.
TAHTX
1.20%
0.46%
3.72%
9.29%
3.29%
N/A
GHVIX
1.74%
0.65%
3.17%
9.41%
3.64%
N/A
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TAHTX vs. GHVIX - Expense Ratio Comparison
TAHTX has a 0.58% expense ratio, which is higher than GHVIX's 0.46% expense ratio.
Risk-Adjusted Performance
TAHTX vs. GHVIX — Risk-Adjusted Performance Rank
TAHTX
GHVIX
TAHTX vs. GHVIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica High Yield Bond (TAHTX) and GMO High Yield Fund (GHVIX). 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
TAHTX vs. GHVIX - Dividend Comparison
TAHTX's dividend yield for the trailing twelve months is around 6.57%, less than GHVIX's 14.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
TAHTX Transamerica High Yield Bond | 6.57% | 6.53% | 5.64% | 5.67% | 4.59% | 5.08% | 5.59% | 6.31% | 2.42% |
GHVIX GMO High Yield Fund | 14.28% | 14.53% | 4.37% | 7.91% | 8.87% | 1.93% | 7.76% | 3.20% | 0.00% |
Drawdowns
TAHTX vs. GHVIX - Drawdown Comparison
The maximum TAHTX drawdown since its inception was -23.40%, which is greater than GHVIX's maximum drawdown of -20.44%. Use the drawdown chart below to compare losses from any high point for TAHTX and GHVIX. For additional features, visit the drawdowns tool.
Volatility
TAHTX vs. GHVIX - Volatility Comparison
Transamerica High Yield Bond (TAHTX) has a higher volatility of 0.82% compared to GMO High Yield Fund (GHVIX) at 0.75%. This indicates that TAHTX's price experiences larger fluctuations and is considered to be riskier than GHVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.