TAHTX vs. VTHRX
Compare and contrast key facts about Transamerica High Yield Bond (TAHTX) and Vanguard Target Retirement 2030 Fund (VTHRX).
TAHTX is managed by Transamerica. It was launched on Jun 14, 1985. VTHRX is managed by Vanguard. It was launched on Jun 7, 2006.
Performance
TAHTX vs. VTHRX - Performance Comparison
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TAHTX vs. VTHRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAHTX Transamerica High Yield Bond | -2.04% | 8.73% | 7.83% | 9.14% | -13.10% | 6.22% | 3.66% | 14.12% | -2.36% | 5.98% |
VTHRX Vanguard Target Retirement 2030 Fund | -2.79% | 16.25% | 10.43% | 16.24% | -16.28% | 11.37% | 14.11% | 21.08% | -5.85% | 15.24% |
Returns By Period
In the year-to-date period, TAHTX achieves a -2.04% return, which is significantly higher than VTHRX's -2.79% return. Over the past 10 years, TAHTX has underperformed VTHRX with an annualized return of 4.25%, while VTHRX has yielded a comparatively higher 8.00% annualized return.
TAHTX
- 1D
- 0.12%
- 1M
- -2.67%
- YTD
- -2.04%
- 6M
- -0.08%
- 1Y
- 6.21%
- 3Y*
- 6.89%
- 5Y*
- 2.66%
- 10Y*
- 4.25%
VTHRX
- 1D
- -0.05%
- 1M
- -6.35%
- YTD
- -2.79%
- 6M
- -0.54%
- 1Y
- 12.77%
- 3Y*
- 11.14%
- 5Y*
- 5.70%
- 10Y*
- 8.00%
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TAHTX vs. VTHRX - Expense Ratio Comparison
TAHTX has a 0.58% expense ratio, which is higher than VTHRX's 0.08% expense ratio.
Return for Risk
TAHTX vs. VTHRX — Risk / Return Rank
TAHTX
VTHRX
TAHTX vs. VTHRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica High Yield Bond (TAHTX) and Vanguard Target Retirement 2030 Fund (VTHRX). 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 | VTHRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.68 | 1.28 | +0.40 |
Sortino ratioReturn per unit of downside risk | 2.47 | 1.84 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.27 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.64 | +0.32 |
Martin ratioReturn relative to average drawdown | 8.16 | 7.24 | +0.92 |
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 | VTHRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | 1.28 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.56 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.72 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.47 | -0.12 |
Correlation
The correlation between TAHTX and VTHRX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TAHTX vs. VTHRX - Dividend Comparison
TAHTX's dividend yield for the trailing twelve months is around 6.53%, more than VTHRX's 4.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAHTX Transamerica High Yield Bond | 6.53% | 6.94% | 6.60% | 4.20% | 3.74% | 4.59% | 4.67% | 5.57% | 6.30% | 4.43% | 0.00% | 0.00% |
VTHRX Vanguard Target Retirement 2030 Fund | 4.15% | 4.03% | 3.63% | 2.59% | 2.53% | 17.56% | 2.56% | 2.38% | 2.71% | 0.06% | 2.38% | 3.72% |
Drawdowns
TAHTX vs. VTHRX - Drawdown Comparison
The maximum TAHTX drawdown since its inception was -23.40%, smaller than the maximum VTHRX drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for TAHTX and VTHRX.
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Drawdown Indicators
| TAHTX | VTHRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.40% | -49.57% | +26.17% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -7.25% | +4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -16.57% | -22.75% | +6.18% |
Max Drawdown (10Y)Largest decline over 10 years | -23.40% | -24.86% | +1.46% |
Current DrawdownCurrent decline from peak | -2.67% | -6.56% | +3.89% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -6.23% | +1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 1.65% | -0.88% |
Volatility
TAHTX vs. VTHRX - Volatility Comparison
The current volatility for Transamerica High Yield Bond (TAHTX) is 1.27%, while Vanguard Target Retirement 2030 Fund (VTHRX) has a volatility of 3.50%. This indicates that TAHTX experiences smaller price fluctuations and is considered to be less risky than VTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TAHTX | VTHRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.27% | 3.50% | -2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 2.52% | 5.94% | -3.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.01% | 10.06% | -6.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.06% | 10.30% | -5.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.18% | 11.22% | -5.04% |