TAHTX vs. SIHAX

In the year-to-date period, TAHTX achieves a 1.53% return, which is significantly lower than SIHAX's 1.80% return.

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TAHTX has a 0.58% expense ratio, which is lower than SIHAX's 1.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Transamerica High Yield Bond (TAHTX) and Guggenheim High Yield Fund (SIHAX). 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.

The current TAHTX Sharpe Ratio is 2.18, which is comparable to the SIHAX Sharpe Ratio of 2.29. The chart below compares the historical Sharpe Ratios of TAHTX and SIHAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TAHTX's dividend yield for the trailing twelve months is around 6.84%, more than SIHAX's 6.44% yield.

The maximum TAHTX drawdown since its inception was -23.40%, smaller than the maximum SIHAX drawdown of -36.72%. Use the drawdown chart below to compare losses from any high point for TAHTX and SIHAX. For additional features, visit the drawdowns tool.

Transamerica High Yield Bond (TAHTX) has a higher volatility of 1.29% compared to Guggenheim High Yield Fund (SIHAX) at 0.97%. This indicates that TAHTX's price experiences larger fluctuations and is considered to be riskier than SIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.