HYSZX vs. PDBZX
Compare and contrast key facts about PGIM Short Duration High Yield Income Fund (HYSZX) and PGIM Total Return Bond Fund Class Z (PDBZX).
HYSZX is managed by PGIM. It was launched on Oct 26, 2012. PDBZX is managed by PGIM. It was launched on Jan 14, 1997.
Performance
HYSZX vs. PDBZX - Performance Comparison
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HYSZX vs. PDBZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HYSZX PGIM Short Duration High Yield Income Fund | -0.70% | 7.84% | 6.49% | 9.57% | -6.46% | 5.48% | 4.19% | 11.78% | 1.20% | 4.80% |
PDBZX PGIM Total Return Bond Fund Class Z | -0.28% | 7.70% | 2.87% | 7.70% | -14.33% | -1.46% | 8.01% | 14.76% | -0.72% | 6.60% |
Returns By Period
In the year-to-date period, HYSZX achieves a -0.70% return, which is significantly lower than PDBZX's -0.28% return. Over the past 10 years, HYSZX has outperformed PDBZX with an annualized return of 4.90%, while PDBZX has yielded a comparatively lower 2.95% annualized return.
HYSZX
- 1D
- 0.36%
- 1M
- -1.19%
- YTD
- -0.70%
- 6M
- 0.47%
- 1Y
- 5.26%
- 3Y*
- 6.72%
- 5Y*
- 3.86%
- 10Y*
- 4.90%
PDBZX
- 1D
- 0.25%
- 1M
- -1.79%
- YTD
- -0.28%
- 6M
- 0.59%
- 1Y
- 4.16%
- 3Y*
- 4.88%
- 5Y*
- 0.96%
- 10Y*
- 2.95%
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HYSZX vs. PDBZX - Expense Ratio Comparison
HYSZX has a 0.75% expense ratio, which is higher than PDBZX's 0.49% expense ratio.
Return for Risk
HYSZX vs. PDBZX — Risk / Return Rank
HYSZX
PDBZX
HYSZX vs. PDBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Short Duration High Yield Income Fund (HYSZX) and PGIM Total Return Bond Fund Class Z (PDBZX). 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.
| HYSZX | PDBZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 0.99 | +0.80 |
Sortino ratioReturn per unit of downside risk | 2.68 | 1.41 | +1.26 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.18 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.45 | 1.63 | +0.82 |
Martin ratioReturn relative to average drawdown | 10.13 | 4.74 | +5.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HYSZX | PDBZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 0.99 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.02 | 0.16 | +0.85 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.17 | 0.55 | +0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | 1.09 | +0.04 |
Correlation
The correlation between HYSZX and PDBZX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HYSZX vs. PDBZX - Dividend Comparison
HYSZX's dividend yield for the trailing twelve months is around 5.93%, more than PDBZX's 4.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYSZX PGIM Short Duration High Yield Income Fund | 5.93% | 6.45% | 6.27% | 4.84% | 5.01% | 4.56% | 5.00% | 5.60% | 5.94% | 5.73% | 6.33% | 6.76% |
PDBZX PGIM Total Return Bond Fund Class Z | 4.18% | 4.54% | 4.79% | 4.60% | 5.73% | 2.73% | 2.94% | 10.36% | 4.01% | 2.87% | 3.92% | 3.33% |
Drawdowns
HYSZX vs. PDBZX - Drawdown Comparison
The maximum HYSZX drawdown since its inception was -18.31%, smaller than the maximum PDBZX drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for HYSZX and PDBZX.
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Drawdown Indicators
| HYSZX | PDBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.31% | -20.88% | +2.57% |
Max Drawdown (1Y)Largest decline over 1 year | -2.39% | -3.06% | +0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -9.77% | -20.81% | +11.04% |
Max Drawdown (10Y)Largest decline over 10 years | -18.31% | -20.88% | +2.57% |
Current DrawdownCurrent decline from peak | -1.42% | -2.27% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -1.20% | -2.31% | +1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.58% | 1.06% | -0.48% |
Volatility
HYSZX vs. PDBZX - Volatility Comparison
The current volatility for PGIM Short Duration High Yield Income Fund (HYSZX) is 1.11%, while PGIM Total Return Bond Fund Class Z (PDBZX) has a volatility of 1.71%. This indicates that HYSZX experiences smaller price fluctuations and is considered to be less risky than PDBZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HYSZX | PDBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.11% | 1.71% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 1.94% | 2.71% | -0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.10% | 4.59% | -1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.83% | 6.00% | -2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.21% | 5.34% | -1.13% |