FHYSX vs. PHYQX
Compare and contrast key facts about Federated Hermes High-Yield Strategy Portfolio (FHYSX) and PGIM High Yield Fund Class R6 (PHYQX).
FHYSX is managed by Federated. It was launched on Dec 24, 2008. 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: FHYSX or PHYQX.
Correlation
The correlation between FHYSX and PHYQX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FHYSX vs. PHYQX - Performance Comparison
Key characteristics
FHYSX:
1.51
PHYQX:
1.80
FHYSX:
2.16
PHYQX:
2.77
FHYSX:
1.33
PHYQX:
1.41
FHYSX:
1.84
PHYQX:
2.14
FHYSX:
8.94
PHYQX:
9.99
FHYSX:
0.61%
PHYQX:
0.66%
FHYSX:
3.61%
PHYQX:
3.69%
FHYSX:
-21.45%
PHYQX:
-21.12%
FHYSX:
-2.98%
PHYQX:
-3.10%
Returns By Period
In the year-to-date period, FHYSX achieves a -1.03% return, which is significantly lower than PHYQX's -0.57% return. Over the past 10 years, FHYSX has underperformed PHYQX with an annualized return of 4.59%, while PHYQX has yielded a comparatively higher 4.93% annualized return.
FHYSX
-1.03%
-2.81%
-0.93%
5.29%
6.87%
4.59%
PHYQX
-0.57%
-2.90%
-0.27%
6.62%
7.15%
4.93%
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FHYSX vs. PHYQX - Expense Ratio Comparison
FHYSX has a 0.02% expense ratio, which is lower than PHYQX's 0.38% expense ratio.
Risk-Adjusted Performance
FHYSX vs. PHYQX — Risk-Adjusted Performance Rank
FHYSX
PHYQX
FHYSX vs. PHYQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes High-Yield Strategy Portfolio (FHYSX) 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.
Dividends
FHYSX vs. PHYQX - Dividend Comparison
FHYSX's dividend yield for the trailing twelve months is around 5.97%, less than PHYQX's 6.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHYSX Federated Hermes High-Yield Strategy Portfolio | 5.97% | 6.35% | 6.33% | 7.06% | 5.44% | 5.73% | 6.17% | 6.61% | 6.06% | 6.31% | 7.21% | 7.60% |
PHYQX PGIM High Yield Fund Class R6 | 6.95% | 7.53% | 7.11% | 7.14% | 5.63% | 6.12% | 6.31% | 6.70% | 6.39% | 6.50% | 7.03% | 6.73% |
Drawdowns
FHYSX vs. PHYQX - Drawdown Comparison
The maximum FHYSX drawdown since its inception was -21.45%, roughly equal to the maximum PHYQX drawdown of -21.12%. Use the drawdown chart below to compare losses from any high point for FHYSX and PHYQX. For additional features, visit the drawdowns tool.
Volatility
FHYSX vs. PHYQX - Volatility Comparison
Federated Hermes High-Yield Strategy Portfolio (FHYSX) has a higher volatility of 1.63% compared to PGIM High Yield Fund Class R6 (PHYQX) at 1.42%. This indicates that FHYSX'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.