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GHY vs. USA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GHY vs. USA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PGIM Global High Yield Fund (GHY) and Liberty All-Star Equity Fund (USA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GHY achieves a 1.61% return, which is significantly higher than USA's 0.07% return. Over the past 10 years, GHY has underperformed USA with an annualized return of 7.03%, while USA has yielded a comparatively higher 12.21% annualized return.


GHY

1D
0.76%
1M
1.74%
6M
-0.88%
YTD
1.61%
1Y
-2.10%
3Y*
13.18%
5Y*
5.02%
10Y*
7.03%

USA

1D
-0.17%
1M
3.66%
6M
-1.50%
YTD
0.07%
1Y
-2.85%
3Y*
6.88%
5Y*
1.83%
10Y*
12.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GHY vs. USA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GHY
PGIM Global High Yield Fund
1.61%10.46%20.25%17.29%-20.04%12.73%6.33%26.51%-3.54%4.38%
USA
Liberty All-Star Equity Fund
0.07%0.09%20.81%23.17%-25.20%33.76%12.89%39.70%-5.06%34.66%

Correlation

The correlation between GHY and USA is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (3Y)
Calculated over the trailing 3-year period

0.44

Correlation (5Y)
Calculated over the trailing 5-year period

0.49

Correlation (10Y)
Calculated over the trailing 10-year period

0.49

Correlation (All Time)
Calculated using the full available price history since Dec 24, 2012

0.45

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Return for Risk

GHY vs. USA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GHY
GHY Risk / Return Rank: 22
Overall Rank
GHY Sharpe Ratio Rank: 22
Sharpe Ratio Rank
GHY Sortino Ratio Rank: 22
Sortino Ratio Rank
GHY Omega Ratio Rank: 22
Omega Ratio Rank
GHY Calmar Ratio Rank: 22
Calmar Ratio Rank
GHY Martin Ratio Rank: 22
Martin Ratio Rank

USA
USA Risk / Return Rank: 3434
Overall Rank
USA Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
USA Sortino Ratio Rank: 2929
Sortino Ratio Rank
USA Omega Ratio Rank: 3030
Omega Ratio Rank
USA Calmar Ratio Rank: 3939
Calmar Ratio Rank
USA Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GHY vs. USA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PGIM Global High Yield Fund (GHY) and Liberty All-Star Equity Fund (USA). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GHYUSADifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

+0.01

Omega ratioGain probability vs. loss probability

0.98

0.98

0.00

Calmar ratioReturn relative to maximum drawdown

-0.18

-0.20

+0.02

Martin ratioReturn relative to average drawdown

-0.46

-0.50

+0.04

GHY vs. USA - Sharpe Ratio Comparison

The current GHY Sharpe Ratio is -0.19, which is comparable to the USA Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of GHY and USA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GHY vs. USA - Drawdown Comparison

The maximum GHY drawdown since its inception was -41.35%, smaller than the maximum USA drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for GHY and USA.


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Drawdown Indicators


GHYUSADifference

Max Drawdown

Largest peak-to-trough decline

-41.35%

-69.15%

+27.80%

Max Drawdown (1Y)

Largest decline over 1 year

-11.94%

-14.30%

+2.36%

Max Drawdown (3Y)

Largest decline over 3 years

-16.36%

-17.69%

+1.33%

Max Drawdown (5Y)

Largest decline over 5 years

-29.50%

-34.05%

+4.55%

Max Drawdown (10Y)

Largest decline over 10 years

-41.35%

-47.07%

+5.72%

Current Drawdown

Current decline from peak

-3.66%

-5.31%

+1.65%

Average Drawdown

Average peak-to-trough decline

-6.01%

-11.51%

+5.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.62%

5.74%

-1.12%

Volatility

GHY vs. USA - Volatility Comparison

The current volatility for PGIM Global High Yield Fund (GHY) is 3.35%, while Liberty All-Star Equity Fund (USA) has a volatility of 4.46%. This indicates that GHY experiences smaller price fluctuations and is considered to be less risky than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GHYUSADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.35%

4.46%

-1.11%

Volatility (6M)

Calculated over the trailing 6-month period

8.66%

10.80%

-2.14%

Volatility (1Y)

Calculated over the trailing 1-year period

11.04%

13.94%

-2.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.28%

20.19%

-5.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.34%

22.56%

-7.22%

Dividends

GHY vs. USA - Dividend Comparison

GHY's dividend yield for the trailing twelve months is around 10.59%, less than USA's 11.43% yield.


PositionTTM20252024202320222021202020192018201720162015
GHY
PGIM Global High Yield Fund
10.59%10.21%10.23%11.09%11.62%8.35%8.67%8.04%7.72%7.77%8.53%10.07%
USA
Liberty All-Star Equity Fund
11.43%10.67%10.22%9.56%12.11%9.67%9.13%9.75%12.64%8.89%9.30%9.53%

Frequently Asked Questions


GHY and USA have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

USA has higher volatility (4.46%) compared to GHY (3.35%). In terms of maximum drawdown, GHY dropped -41.35% vs USA's -69.15%.

GHY currently has the higher Sharpe Ratio (-0.19 vs -0.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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