Correlation
The correlation between HWHIX and PTRQX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
HWHIX vs. PTRQX
Compare and contrast key facts about Hotchkis & Wiley High Yield Fund (HWHIX) and PGIM Total Return Bond R6 (PTRQX).
HWHIX is managed by Hotchkis & Wiley. It was launched on Mar 31, 2009. PTRQX is managed by PGIM Funds (Prudential). It was launched on Dec 27, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HWHIX or PTRQX.
Performance
HWHIX vs. PTRQX - Performance Comparison
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Key characteristics
HWHIX:
1.87
PTRQX:
0.95
HWHIX:
2.54
PTRQX:
1.30
HWHIX:
1.41
PTRQX:
1.15
HWHIX:
1.63
PTRQX:
0.43
HWHIX:
7.10
PTRQX:
2.48
HWHIX:
0.94%
PTRQX:
1.86%
HWHIX:
3.76%
PTRQX:
5.26%
HWHIX:
-23.03%
PTRQX:
-20.19%
HWHIX:
-0.76%
PTRQX:
-5.70%
Returns By Period
In the year-to-date period, HWHIX achieves a 1.20% return, which is significantly higher than PTRQX's 1.05% return. Over the past 10 years, HWHIX has outperformed PTRQX with an annualized return of 4.11%, while PTRQX has yielded a comparatively lower 2.24% annualized return.
HWHIX
1.20%
1.39%
1.50%
6.97%
6.80%
7.06%
4.11%
PTRQX
1.05%
-0.62%
1.09%
4.96%
2.41%
0.21%
2.24%
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HWHIX vs. PTRQX - Expense Ratio Comparison
HWHIX has a 0.70% expense ratio, which is higher than PTRQX's 0.39% expense ratio.
Risk-Adjusted Performance
HWHIX vs. PTRQX — Risk-Adjusted Performance Rank
HWHIX
PTRQX
HWHIX vs. PTRQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hotchkis & Wiley High Yield Fund (HWHIX) and PGIM Total Return Bond R6 (PTRQX). 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.
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Dividends
HWHIX vs. PTRQX - Dividend Comparison
HWHIX's dividend yield for the trailing twelve months is around 6.29%, more than PTRQX's 4.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWHIX Hotchkis & Wiley High Yield Fund | 6.29% | 6.28% | 5.72% | 5.51% | 4.49% | 5.47% | 5.92% | 6.24% | 5.97% | 6.29% | 7.69% | 6.79% |
PTRQX PGIM Total Return Bond R6 | 4.85% | 4.88% | 4.70% | 5.23% | 3.07% | 3.05% | 7.23% | 4.11% | 3.00% | 4.01% | 3.35% | 3.82% |
Drawdowns
HWHIX vs. PTRQX - Drawdown Comparison
The maximum HWHIX drawdown since its inception was -23.03%, which is greater than PTRQX's maximum drawdown of -20.19%. Use the drawdown chart below to compare losses from any high point for HWHIX and PTRQX.
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Volatility
HWHIX vs. PTRQX - Volatility Comparison
The current volatility for Hotchkis & Wiley High Yield Fund (HWHIX) is 1.03%, while PGIM Total Return Bond R6 (PTRQX) has a volatility of 1.45%. This indicates that HWHIX experiences smaller price fluctuations and is considered to be less risky than PTRQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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