BANX vs. PFRL
Compare and contrast key facts about StoneCastle Financial Corp. (BANX) and PGIM Floating Rate Income ETF (PFRL).
PFRL is an actively managed fund by PGIM. It was launched on May 17, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BANX or PFRL.
Correlation
The correlation between BANX and PFRL is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BANX vs. PFRL - Performance Comparison
Key characteristics
BANX:
1.76
PFRL:
4.44
BANX:
2.65
PFRL:
6.66
BANX:
1.33
PFRL:
2.09
BANX:
4.25
PFRL:
9.29
BANX:
11.58
PFRL:
61.27
BANX:
2.28%
PFRL:
0.16%
BANX:
14.97%
PFRL:
2.16%
BANX:
-55.06%
PFRL:
-3.27%
BANX:
-1.08%
PFRL:
0.00%
Returns By Period
In the year-to-date period, BANX achieves a -0.01% return, which is significantly lower than PFRL's 0.65% return.
BANX
-0.01%
4.31%
15.16%
27.56%
8.46%
8.99%
PFRL
0.65%
0.65%
4.84%
9.78%
N/A
N/A
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Risk-Adjusted Performance
BANX vs. PFRL — Risk-Adjusted Performance Rank
BANX
PFRL
BANX vs. PFRL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for StoneCastle Financial Corp. (BANX) and PGIM Floating Rate Income ETF (PFRL). 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.
Dividends
BANX vs. PFRL - Dividend Comparison
BANX's dividend yield for the trailing twelve months is around 9.53%, more than PFRL's 8.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | 9.53% | 9.53% | 12.11% | 9.74% | 7.37% | 8.16% | 6.82% | 8.60% | 7.45% | 7.81% | 9.26% | 12.84% |
PFRL PGIM Floating Rate Income ETF | 8.91% | 8.96% | 9.84% | 3.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BANX vs. PFRL - Drawdown Comparison
The maximum BANX drawdown since its inception was -55.06%, which is greater than PFRL's maximum drawdown of -3.27%. Use the drawdown chart below to compare losses from any high point for BANX and PFRL. For additional features, visit the drawdowns tool.
Volatility
BANX vs. PFRL - Volatility Comparison
StoneCastle Financial Corp. (BANX) has a higher volatility of 5.02% compared to PGIM Floating Rate Income ETF (PFRL) at 0.78%. This indicates that BANX's price experiences larger fluctuations and is considered to be riskier than PFRL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.