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ISIN
US74441F8766
Issuer
PGIM
Inception Date
Jun 30, 2019
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

SCFZX Performance Chart

PGIM Securitized Credit Fund (SCFZX) is up 2.3% since the beginning of the year. SCFZX is currently trading at $10 per share. Investors who bought $1,000 worth of SCFZX shares 5 years ago would now be looking at an investment worth $1,293.


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S&P 500 Index

Returns By Period

PGIM Securitized Credit Fund (SCFZX) has returned 2.28% so far this year and 6.11% over the past 12 months.


PGIM Securitized Credit Fund

1D
0.00%
1M
0.42%
YTD
2.28%
6M
2.73%
1Y
6.11%
3Y*
7.57%
5Y*
5.28%
10Y*

Benchmark (S&P 500 Index)

1D
-1.44%
1M
-1.45%
YTD
7.60%
6M
6.59%
1Y
22.24%
3Y*
19.20%
5Y*
11.54%
10Y*
13.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCFZX Monthly Returns History

Based on dividend-adjusted daily data since Jul 1, 2019, SCFZX'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, 82% of months were positive and 18% were negative. The best month was May 2020 with a return of +3.5%, while the worst month was Mar 2020 at -13.4%. The longest winning streak lasted 17 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SCFZX closed higher 23% of trading days. The best single day was Mar 27, 2020 with a return of +1.8%, while the worst single day was Mar 24, 2020 at -5.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.62%0.29%0.10%0.73%0.52%0.00%2.28%
20250.67%0.32%0.03%-0.06%0.97%0.56%0.54%0.66%0.42%0.44%0.51%0.54%5.75%
20241.76%0.51%0.86%0.62%0.86%0.64%0.57%0.59%0.67%0.71%0.64%0.59%9.41%
20231.73%0.82%-0.60%0.32%0.69%0.99%1.22%0.80%0.68%-0.21%1.03%0.90%8.67%
20220.33%-0.81%-0.29%-0.16%-1.18%-1.37%0.53%1.13%-1.17%-0.31%0.79%1.72%-0.84%
20210.94%1.45%0.22%0.72%0.42%0.24%0.42%0.23%0.32%0.02%-0.07%0.24%5.27%

Benchmark Metrics

PGIM Securitized Credit Fund has an annualized alpha of 4.53%, beta of 0.00, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since July 01, 2019.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (14.91%) than losses (8.32%) - typical of diversified or defensive assets.
  • Beta of 0.00 may look defensive, but with R2 of 0.00 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 0.00 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
4.53%
Beta
0.00
0.00
Upside Capture
14.91%
Downside Capture
8.32%

Expense Ratio

SCFZX has an expense ratio of 0.65%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SCFZX ranks 99 for risk / return — in the top 99% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


SCFZX Risk / Return Rank: 9999
Overall Rank
SCFZX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
SCFZX Sortino Ratio Rank: 100100
Sortino Ratio Rank
SCFZX Omega Ratio Rank: 100100
Omega Ratio Rank
SCFZX Calmar Ratio Rank: 100100
Calmar Ratio Rank
SCFZX Martin Ratio Rank: 9999
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 Securitized Credit Fund (SCFZX) 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.


SCFZXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+2.28

Sortino ratioReturn per unit of downside risk

+16.62

Omega ratioGain probability vs. loss probability

7.34

1.32

+6.02

Calmar ratioReturn relative to maximum drawdown

19.66

2.46

+17.21

Martin ratioReturn relative to average drawdown

69.67

10.92

+58.75

Dividends

Dividend History

PGIM Securitized Credit Fund provided a 5.08% dividend yield over the last twelve months, with an annual payout of $0.50 per share.


2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.602019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.50$0.51$0.64$0.53$0.46$0.25$0.29$0.24

Dividend yield

5.08%5.25%6.55%5.58%4.97%2.56%3.08%2.43%

Monthly Dividends

The table displays the monthly dividend distributions for PGIM Securitized Credit 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$0.20
2025$0.05$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.51
2024$0.06$0.05$0.05$0.05$0.05$0.05$0.06$0.06$0.05$0.05$0.05$0.06$0.64
2023$0.05$0.05$0.05$0.00$0.05$0.05$0.05$0.06$0.05$0.00$0.06$0.06$0.53
2022$0.02$0.02$0.02$0.02$0.03$0.00$0.00$0.04$0.04$0.04$0.04$0.19$0.46
2021$0.00$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.25

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 Securitized Credit 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 Securitized Credit Fund was 17.20%, occurring on Mar 25, 2020. Recovery took 218 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-17.20%Mar 2020
1mo10mo 16d
11mo 16dFeb 2020 - Feb 2021
Bear market2022
-4.13%Oct 2022
8mo 24d3mo 8d
12mo 2dFeb 2022 - Jan 2023
2023 pullback2023
-1.17%Mar 2023
4d2mo 15d
2mo 19dMar 2023 - May 2023
2025 selloff2025
-0.93%Apr 2025
8d22d
1moApr 2025 - May 2025
2025 selloff2025
-0.41%Mar 2025
13d11d
24dMar 2025 - Mar 2025

Drawdown Indicators


SCFZXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-17.20%

-56.78%

+39.58%

Max Drawdown (1Y)

Largest decline over 1 year

-0.31%

-9.10%

+8.79%

Max Drawdown (3Y)

Largest decline over 3 years

-0.93%

-18.90%

+17.97%

Max Drawdown (5Y)

Largest decline over 5 years

-4.13%

-25.43%

+21.30%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-3.21%

+3.21%

Average Drawdown

Average peak-to-trough decline

-1.06%

-10.71%

+9.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.09%

2.04%

-1.95%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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