TAHTX vs. SIHAX
Compare and contrast key facts about Transamerica High Yield Bond (TAHTX) and Guggenheim High Yield Fund (SIHAX).
TAHTX is managed by Transamerica. It was launched on Jun 14, 1985. SIHAX is managed by Guggenheim. It was launched on Aug 5, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAHTX or SIHAX.
Correlation
The correlation between TAHTX and SIHAX 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
TAHTX vs. SIHAX - Performance Comparison
Key characteristics
TAHTX:
2.88
SIHAX:
2.91
TAHTX:
4.95
SIHAX:
5.22
TAHTX:
1.70
SIHAX:
1.69
TAHTX:
3.43
SIHAX:
5.52
TAHTX:
15.73
SIHAX:
18.43
TAHTX:
0.61%
SIHAX:
0.49%
TAHTX:
3.33%
SIHAX:
3.09%
TAHTX:
-23.40%
SIHAX:
-36.72%
TAHTX:
-0.12%
SIHAX:
-0.40%
Returns By Period
In the year-to-date period, TAHTX achieves a 1.20% return, which is significantly higher than SIHAX's 0.86% return.
TAHTX
1.20%
0.46%
3.98%
9.56%
3.29%
N/A
SIHAX
0.86%
0.35%
3.23%
8.97%
3.90%
4.76%
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TAHTX vs. SIHAX - Expense Ratio Comparison
TAHTX has a 0.58% expense ratio, which is lower than SIHAX's 1.05% expense ratio.
Risk-Adjusted Performance
TAHTX vs. SIHAX — Risk-Adjusted Performance Rank
TAHTX
SIHAX
TAHTX vs. SIHAX - Risk-Adjusted Performance Comparison
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.
Dividends
TAHTX vs. SIHAX - Dividend Comparison
TAHTX's dividend yield for the trailing twelve months is around 6.57%, more than SIHAX's 6.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
TAHTX vs. SIHAX - Drawdown Comparison
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.
Volatility
TAHTX vs. SIHAX - Volatility Comparison
Transamerica High Yield Bond (TAHTX) has a higher volatility of 0.82% compared to Guggenheim High Yield Fund (SIHAX) at 0.77%. 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.