CHIAX vs. HYSZX
Compare and contrast key facts about Credit Suisse Floating Rate High Income Fund (CHIAX) and PGIM Short Duration High Yield Income Fund (HYSZX).
CHIAX is managed by Credit Suisse (New York, NY). It was launched on Mar 7, 1999. HYSZX is managed by PGIM Investments. It was launched on Oct 26, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHIAX or HYSZX.
Correlation
The correlation between CHIAX and HYSZX is 0.51, 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.
Performance
CHIAX vs. HYSZX - Performance Comparison
Key characteristics
CHIAX:
2.73
HYSZX:
2.22
CHIAX:
6.93
HYSZX:
3.92
CHIAX:
2.56
HYSZX:
1.54
CHIAX:
12.51
HYSZX:
3.86
CHIAX:
36.62
HYSZX:
13.08
CHIAX:
0.21%
HYSZX:
0.53%
CHIAX:
2.87%
HYSZX:
3.13%
CHIAX:
-39.31%
HYSZX:
-18.31%
CHIAX:
-0.31%
HYSZX:
-1.23%
Returns By Period
In the year-to-date period, CHIAX achieves a 7.85% return, which is significantly higher than HYSZX's 5.73% return. Over the past 10 years, CHIAX has underperformed HYSZX with an annualized return of 4.57%, while HYSZX has yielded a comparatively higher 4.83% annualized return.
CHIAX
7.85%
-0.16%
3.37%
7.85%
5.00%
4.57%
HYSZX
5.73%
-0.83%
3.54%
6.43%
4.32%
4.83%
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CHIAX vs. HYSZX - Expense Ratio Comparison
CHIAX has a 0.95% expense ratio, which is higher than HYSZX's 0.75% expense ratio.
Risk-Adjusted Performance
CHIAX vs. HYSZX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Credit Suisse Floating Rate High Income Fund (CHIAX) and PGIM Short Duration High Yield Income Fund (HYSZX). 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
CHIAX vs. HYSZX - Dividend Comparison
CHIAX's dividend yield for the trailing twelve months is around 8.18%, more than HYSZX's 5.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHIAX Credit Suisse Floating Rate High Income Fund | 8.18% | 8.74% | 5.22% | 3.39% | 4.20% | 4.95% | 4.39% | 3.82% | 4.49% | 4.28% | 3.93% | 4.09% |
HYSZX PGIM Short Duration High Yield Income Fund | 5.95% | 6.42% | 6.15% | 5.01% | 5.00% | 5.53% | 5.95% | 5.73% | 6.13% | 6.76% | 6.22% | 6.01% |
Drawdowns
CHIAX vs. HYSZX - Drawdown Comparison
The maximum CHIAX drawdown since its inception was -39.31%, which is greater than HYSZX's maximum drawdown of -18.31%. Use the drawdown chart below to compare losses from any high point for CHIAX and HYSZX. For additional features, visit the drawdowns tool.
Volatility
CHIAX vs. HYSZX - Volatility Comparison
The current volatility for Credit Suisse Floating Rate High Income Fund (CHIAX) is 0.28%, while PGIM Short Duration High Yield Income Fund (HYSZX) has a volatility of 0.58%. This indicates that CHIAX experiences smaller price fluctuations and is considered to be less risky than HYSZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.