Correlation
The correlation between TAHTX and VBMFX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
TAHTX vs. VBMFX
Compare and contrast key facts about Transamerica High Yield Bond (TAHTX) and Vanguard Total Bond Market Index Fund (VBMFX).
TAHTX is managed by Transamerica. It was launched on Jun 14, 1985. VBMFX is managed by Vanguard. It was launched on Dec 11, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAHTX or VBMFX.
Performance
TAHTX vs. VBMFX - Performance Comparison
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Key characteristics
TAHTX:
2.28
VBMFX:
1.09
TAHTX:
3.16
VBMFX:
1.39
TAHTX:
1.50
VBMFX:
1.17
TAHTX:
1.97
VBMFX:
0.39
TAHTX:
8.04
VBMFX:
2.33
TAHTX:
1.08%
VBMFX:
2.16%
TAHTX:
4.04%
VBMFX:
5.38%
TAHTX:
-23.40%
VBMFX:
-18.86%
TAHTX:
-0.26%
VBMFX:
-7.68%
Returns By Period
In the year-to-date period, TAHTX achieves a 1.53% return, which is significantly lower than VBMFX's 1.89% return.
TAHTX
1.53%
1.74%
1.71%
9.08%
5.25%
5.24%
N/A
VBMFX
1.89%
-1.04%
0.82%
5.82%
1.14%
-1.11%
1.35%
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TAHTX vs. VBMFX - Expense Ratio Comparison
TAHTX has a 0.58% expense ratio, which is higher than VBMFX's 0.15% expense ratio.
Risk-Adjusted Performance
TAHTX vs. VBMFX — Risk-Adjusted Performance Rank
TAHTX
VBMFX
TAHTX vs. VBMFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica High Yield Bond (TAHTX) and Vanguard Total Bond Market Index Fund (VBMFX). 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.
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Dividends
TAHTX vs. VBMFX - Dividend Comparison
TAHTX's dividend yield for the trailing twelve months is around 6.87%, more than VBMFX's 3.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAHTX Transamerica High Yield Bond | 6.87% | 6.54% | 5.65% | 5.69% | 4.57% | 5.06% | 5.58% | 6.30% | 2.42% | 0.00% | 0.00% | 0.00% |
VBMFX Vanguard Total Bond Market Index Fund | 3.67% | 3.57% | 2.99% | 2.49% | 2.01% | 2.29% | 2.63% | 2.48% | 2.46% | 2.43% | 2.28% | 2.48% |
Drawdowns
TAHTX vs. VBMFX - Drawdown Comparison
The maximum TAHTX drawdown since its inception was -23.40%, which is greater than VBMFX's maximum drawdown of -18.86%. Use the drawdown chart below to compare losses from any high point for TAHTX and VBMFX.
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Volatility
TAHTX vs. VBMFX - Volatility Comparison
The current volatility for Transamerica High Yield Bond (TAHTX) is 1.10%, while Vanguard Total Bond Market Index Fund (VBMFX) has a volatility of 1.42%. This indicates that TAHTX experiences smaller price fluctuations and is considered to be less risky than VBMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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