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ISIN
US74442J3077
CUSIP
74442J307
Issuer
PGIM
Inception Date
Oct 26, 2012
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

HYSZX Performance Chart

PGIM Short Duration High Yield Income Fund (HYSZX) is up 1.4% since the beginning of the year. HYSZX is currently trading at $8 per share. Investors who bought $1,000 worth of HYSZX shares 5 years ago would now be looking at an investment worth $1,220.


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S&P 500 Index

Returns By Period

PGIM Short Duration High Yield Income Fund (HYSZX) has returned 1.37% so far this year and 5.54% over the past 12 months. Over the last ten years, HYSZX has returned 4.88% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


PGIM Short Duration High Yield Income Fund

1D
0.00%
1M
0.66%
YTD
1.37%
6M
2.02%
1Y
5.54%
3Y*
7.21%
5Y*
4.05%
10Y*
4.88%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYSZX Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 2013, HYSZX's average daily return is +0.02%, while the average monthly return is +0.38%. At this rate, an investment would double in approximately 15.2 years.

Historically, 70% of months were positive and 30% were negative. The best month was May 2020 with a return of +4.2%, while the worst month was Mar 2020 at -10.6%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.

On a daily basis, HYSZX closed higher 32% of trading days. The best single day was Mar 26, 2020 with a return of +2.3%, while the worst single day was Mar 16, 2020 at -2.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.40%0.33%-0.89%1.36%0.42%-0.24%1.37%
20251.39%0.74%-0.63%0.29%1.40%1.61%0.43%1.02%0.05%0.27%0.50%0.52%7.84%
2024-0.12%0.41%1.10%-0.90%1.15%0.36%1.64%1.36%1.33%-0.41%0.72%-0.31%6.49%
20232.66%-1.00%1.16%0.37%-0.54%1.27%1.38%-0.12%-1.10%-1.36%3.49%3.13%9.57%
2022-1.26%-0.40%-0.46%-1.91%0.24%-5.42%3.74%-1.19%-2.84%1.88%1.76%-0.48%-6.46%
20210.45%0.85%0.57%0.75%0.54%0.52%0.29%0.53%0.16%0.07%-0.57%1.20%5.48%

Benchmark Metrics

PGIM Short Duration High Yield Income Fund has an annualized alpha of 3.24%, beta of 0.10, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since January 02, 2013.

  • This fund participated in 24.82% of S&P 500 Index downside but only 24.24% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.10 may look defensive, but with R2 of 0.17 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.17 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
3.24%
Beta
0.10
0.17
Upside Capture
24.24%
Downside Capture
24.82%

Expense Ratio

HYSZX has an expense ratio of 0.75%, placing it in the medium range.


Return for Risk

Risk / Return Rank

HYSZX ranks 68 for risk / return — better than 68% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


HYSZX Risk / Return Rank: 6868
Overall Rank
HYSZX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
HYSZX Sortino Ratio Rank: 8181
Sortino Ratio Rank
HYSZX Omega Ratio Rank: 7777
Omega Ratio Rank
HYSZX Calmar Ratio Rank: 5757
Calmar Ratio Rank
HYSZX Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for PGIM Short Duration High Yield Income Fund (HYSZX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HYSZXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.09

Sortino ratioReturn per unit of downside risk

+0.76

Omega ratioGain probability vs. loss probability

1.46

1.37

+0.09

Calmar ratioReturn relative to maximum drawdown

2.76

2.78

-0.02

Martin ratioReturn relative to average drawdown

13.20

12.44

+0.76

Dividends

Dividend History

PGIM Short Duration High Yield Income Fund provided a 6.39% dividend yield over the last twelve months, with an annual payout of $0.53 per share. The fund has been increasing its distributions for 3 consecutive years.


4.50%5.00%5.50%6.00%6.50%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.53$0.55$0.53$0.41$0.40$0.41$0.45$0.51$0.51$0.51$0.57$0.60

Dividend yield

6.39%6.45%6.27%4.84%5.01%4.56%5.00%5.60%5.94%5.73%6.33%6.76%

Monthly Dividends

The table displays the monthly dividend distributions for PGIM Short Duration High Yield Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.04$0.04$0.04$0.04$0.04$0.00$0.21
2025$0.05$0.04$0.05$0.04$0.05$0.05$0.05$0.05$0.04$0.04$0.04$0.05$0.55
2024$0.05$0.04$0.05$0.05$0.04$0.00$0.05$0.04$0.04$0.05$0.06$0.05$0.53
2023$0.04$0.04$0.04$0.00$0.05$0.04$0.04$0.00$0.04$0.00$0.07$0.05$0.41
2022$0.04$0.03$0.04$0.03$0.04$0.00$0.00$0.04$0.04$0.04$0.06$0.04$0.40
2021$0.00$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.03$0.04$0.04$0.04$0.41

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the PGIM Short Duration High Yield Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PGIM Short Duration High Yield Income Fund was 18.31%, occurring on Mar 24, 2020. Recovery took 111 trading sessions.

The current PGIM Short Duration High Yield Income Fund drawdown is 0.24%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-18.31%Mar 2020
29d5mo 10d
6mo 9dFeb 2020 - Aug 2020
Bear market2022
-9.77%Sep 2022
8mo 26d1y 2mo
1y 11moJan 2022 - Dec 2023
2013 pullback2013
-3.66%Jun 2013
1mo 16d3mo 17d
5mo 3dMay 2013 - Oct 2013
2016 pullback2016
-3.55%Feb 2016
8mo 14d1mo 19d
10mo 3dJun 2015 - Mar 2016
Rate-hike selloffLate 2018
-3.52%Dec 2018
2mo 24d1mo 6d
4moOct 2018 - Jan 2019

Drawdown Indicators


HYSZXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-18.31%

-56.78%

+38.47%

Max Drawdown (1Y)

Largest decline over 1 year

-2.01%

-9.10%

+7.09%

Max Drawdown (3Y)

Largest decline over 3 years

-2.82%

-18.90%

+16.08%

Max Drawdown (5Y)

Largest decline over 5 years

-9.77%

-25.43%

+15.66%

Max Drawdown (10Y)

Largest decline over 10 years

-18.31%

-33.92%

+15.61%

Current Drawdown

Current decline from peak

-0.24%

-1.80%

+1.56%

Average Drawdown

Average peak-to-trough decline

-1.18%

-10.71%

+9.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.42%

2.03%

-1.61%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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