Correlation
The correlation between CLFFX and PHYQX is 0.41, 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.
CLFFX vs. PHYQX
Compare and contrast key facts about Clifford Capital Partners Fund (CLFFX) and PGIM High Yield Fund Class R6 (PHYQX).
CLFFX is managed by Clifford Capital. It was launched on Jan 30, 2014. PHYQX is managed by PGIM Funds (Prudential). It was launched on Oct 31, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CLFFX or PHYQX.
Performance
CLFFX vs. PHYQX - Performance Comparison
Loading data...
Key characteristics
CLFFX:
0.74
PHYQX:
2.61
CLFFX:
1.14
PHYQX:
3.86
CLFFX:
1.16
PHYQX:
1.63
CLFFX:
0.76
PHYQX:
2.61
CLFFX:
3.09
PHYQX:
10.89
CLFFX:
4.29%
PHYQX:
0.90%
CLFFX:
18.11%
PHYQX:
3.87%
CLFFX:
-41.32%
PHYQX:
-21.12%
CLFFX:
-2.32%
PHYQX:
-0.05%
Returns By Period
In the year-to-date period, CLFFX achieves a 3.04% return, which is significantly higher than PHYQX's 2.57% return. Over the past 10 years, CLFFX has outperformed PHYQX with an annualized return of 6.84%, while PHYQX has yielded a comparatively lower 5.14% annualized return.
CLFFX
3.04%
7.71%
-1.65%
13.35%
3.60%
10.69%
6.84%
PHYQX
2.57%
1.06%
2.30%
10.03%
6.21%
5.45%
5.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CLFFX vs. PHYQX - Expense Ratio Comparison
CLFFX has a 1.15% expense ratio, which is higher than PHYQX's 0.38% expense ratio.
Risk-Adjusted Performance
CLFFX vs. PHYQX — Risk-Adjusted Performance Rank
CLFFX
PHYQX
CLFFX vs. PHYQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Clifford Capital Partners Fund (CLFFX) and PGIM High Yield Fund Class R6 (PHYQX). 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.
Loading data...
Dividends
CLFFX vs. PHYQX - Dividend Comparison
CLFFX's dividend yield for the trailing twelve months is around 1.17%, less than PHYQX's 7.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLFFX Clifford Capital Partners Fund | 1.17% | 1.21% | 4.93% | 1.98% | 4.30% | 2.08% | 1.59% | 5.66% | 5.12% | 0.41% | 2.41% | 1.55% |
PHYQX PGIM High Yield Fund Class R6 | 7.43% | 7.53% | 7.11% | 7.14% | 6.72% | 6.57% | 6.31% | 6.70% | 6.39% | 6.50% | 7.03% | 6.73% |
Drawdowns
CLFFX vs. PHYQX - Drawdown Comparison
The maximum CLFFX drawdown since its inception was -41.32%, which is greater than PHYQX's maximum drawdown of -21.12%. Use the drawdown chart below to compare losses from any high point for CLFFX and PHYQX.
Loading data...
Volatility
CLFFX vs. PHYQX - Volatility Comparison
Clifford Capital Partners Fund (CLFFX) has a higher volatility of 5.07% compared to PGIM High Yield Fund Class R6 (PHYQX) at 0.74%. This indicates that CLFFX's price experiences larger fluctuations and is considered to be riskier than PHYQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...