APWEX vs. PGJZX
Compare and contrast key facts about Cavanal Hill World Energy Fund (APWEX) and PGIM Jennison Global Infrastructure Fund (PGJZX).
APWEX is managed by Cavanal Hill funds. It was launched on Feb 3, 2014. PGJZX is managed by PGIM. It was launched on Sep 24, 2013.
Performance
APWEX vs. PGJZX - Performance Comparison
Loading graphics...
APWEX vs. PGJZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APWEX Cavanal Hill World Energy Fund | 28.59% | 21.38% | 13.22% | 4.57% | 32.44% | 36.63% | -0.00% | 8.29% | -24.50% | -1.94% |
PGJZX PGIM Jennison Global Infrastructure Fund | 8.87% | 18.41% | 17.13% | 5.85% | -7.82% | 15.06% | 1.98% | 28.89% | -8.57% | 18.81% |
Returns By Period
In the year-to-date period, APWEX achieves a 28.59% return, which is significantly higher than PGJZX's 8.87% return. Over the past 10 years, APWEX has outperformed PGJZX with an annualized return of 12.53%, while PGJZX has yielded a comparatively lower 9.59% annualized return.
APWEX
- 1D
- 0.58%
- 1M
- 1.81%
- YTD
- 28.59%
- 6M
- 25.56%
- 1Y
- 55.20%
- 3Y*
- 24.08%
- 5Y*
- 21.77%
- 10Y*
- 12.53%
PGJZX
- 1D
- 1.00%
- 1M
- -3.65%
- YTD
- 8.87%
- 6M
- 10.30%
- 1Y
- 23.38%
- 3Y*
- 16.26%
- 5Y*
- 11.00%
- 10Y*
- 9.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
APWEX vs. PGJZX - Expense Ratio Comparison
APWEX has a 1.15% expense ratio, which is lower than PGJZX's 1.17% expense ratio.
Return for Risk
APWEX vs. PGJZX — Risk / Return Rank
APWEX
PGJZX
APWEX vs. PGJZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cavanal Hill World Energy Fund (APWEX) and PGIM Jennison Global Infrastructure Fund (PGJZX). 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.
| APWEX | PGJZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.51 | 1.92 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.97 | 2.47 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.38 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.66 | 3.11 | +0.55 |
Martin ratioReturn relative to average drawdown | 16.57 | 12.57 | +4.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| APWEX | PGJZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.51 | 1.92 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.78 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.61 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.55 | -0.21 |
Correlation
The correlation between APWEX and PGJZX is 0.59, 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
APWEX vs. PGJZX - Dividend Comparison
APWEX's dividend yield for the trailing twelve months is around 0.31%, less than PGJZX's 6.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APWEX Cavanal Hill World Energy Fund | 0.31% | 0.47% | 1.80% | 1.54% | 1.95% | 1.44% | 1.54% | 2.57% | 1.26% | 0.43% | 0.97% | 0.67% |
PGJZX PGIM Jennison Global Infrastructure Fund | 6.60% | 7.18% | 9.95% | 1.59% | 3.30% | 7.77% | 1.17% | 1.58% | 2.13% | 1.35% | 1.71% | 1.42% |
Drawdowns
APWEX vs. PGJZX - Drawdown Comparison
The maximum APWEX drawdown since its inception was -61.57%, which is greater than PGJZX's maximum drawdown of -36.64%. Use the drawdown chart below to compare losses from any high point for APWEX and PGJZX.
Loading graphics...
Drawdown Indicators
| APWEX | PGJZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.57% | -36.64% | -24.93% |
Max Drawdown (1Y)Largest decline over 1 year | -15.41% | -7.74% | -7.67% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -20.56% | -5.19% |
Max Drawdown (10Y)Largest decline over 10 years | -57.43% | -36.64% | -20.79% |
Current DrawdownCurrent decline from peak | -1.45% | -4.13% | +2.68% |
Average DrawdownAverage peak-to-trough decline | -17.27% | -5.66% | -11.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 1.91% | +1.49% |
Volatility
APWEX vs. PGJZX - Volatility Comparison
Cavanal Hill World Energy Fund (APWEX) has a higher volatility of 5.41% compared to PGIM Jennison Global Infrastructure Fund (PGJZX) at 4.65%. This indicates that APWEX's price experiences larger fluctuations and is considered to be riskier than PGJZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| APWEX | PGJZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 4.65% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 13.43% | 7.49% | +5.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.79% | 12.49% | +10.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.01% | 14.22% | +11.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.83% | 15.73% | +10.10% |