HYSZX vs. PURZX
Compare and contrast key facts about PGIM Short Duration High Yield Income Fund (HYSZX) and PGIM Global Real Estate Fund (PURZX).
HYSZX is managed by PGIM. It was launched on Oct 26, 2012. PURZX is managed by PGIM. It was launched on May 4, 1998.
Performance
HYSZX vs. PURZX - Performance Comparison
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HYSZX vs. PURZX - 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% |
PURZX PGIM Global Real Estate Fund | 3.07% | 9.22% | 3.64% | 11.24% | -26.73% | 27.91% | -4.39% | 20.60% | -5.32% | 10.36% |
Returns By Period
In the year-to-date period, HYSZX achieves a -0.70% return, which is significantly lower than PURZX's 3.07% return. Over the past 10 years, HYSZX has outperformed PURZX with an annualized return of 4.90%, while PURZX has yielded a comparatively lower 3.71% 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%
PURZX
- 1D
- 1.73%
- 1M
- -8.28%
- YTD
- 3.07%
- 6M
- 1.97%
- 1Y
- 11.08%
- 3Y*
- 8.20%
- 5Y*
- 2.54%
- 10Y*
- 3.71%
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HYSZX vs. PURZX - Expense Ratio Comparison
HYSZX has a 0.75% expense ratio, which is lower than PURZX's 0.93% expense ratio.
Return for Risk
HYSZX vs. PURZX — Risk / Return Rank
HYSZX
PURZX
HYSZX vs. PURZX - 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 Global Real Estate Fund (PURZX). 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 | PURZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 0.79 | +1.01 |
Sortino ratioReturn per unit of downside risk | 2.68 | 1.16 | +1.52 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.16 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.45 | 1.07 | +1.38 |
Martin ratioReturn relative to average drawdown | 10.13 | 4.25 | +5.88 |
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 | PURZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 0.79 | +1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.02 | 0.16 | +0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.17 | 0.22 | +0.95 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | 0.36 | +0.77 |
Correlation
The correlation between HYSZX and PURZX 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. PURZX - Dividend Comparison
HYSZX's dividend yield for the trailing twelve months is around 5.93%, more than PURZX's 2.77% 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% |
PURZX PGIM Global Real Estate Fund | 2.77% | 2.85% | 2.68% | 2.27% | 2.22% | 16.92% | 1.71% | 10.18% | 4.22% | 3.93% | 4.67% | 3.45% |
Drawdowns
HYSZX vs. PURZX - Drawdown Comparison
The maximum HYSZX drawdown since its inception was -18.31%, smaller than the maximum PURZX drawdown of -69.49%. Use the drawdown chart below to compare losses from any high point for HYSZX and PURZX.
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Drawdown Indicators
| HYSZX | PURZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.31% | -69.49% | +51.18% |
Max Drawdown (1Y)Largest decline over 1 year | -2.39% | -11.12% | +8.73% |
Max Drawdown (5Y)Largest decline over 5 years | -9.77% | -34.80% | +25.03% |
Max Drawdown (10Y)Largest decline over 10 years | -18.31% | -41.05% | +22.74% |
Current DrawdownCurrent decline from peak | -1.42% | -8.43% | +7.01% |
Average DrawdownAverage peak-to-trough decline | -1.20% | -12.04% | +10.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.58% | 2.80% | -2.22% |
Volatility
HYSZX vs. PURZX - Volatility Comparison
The current volatility for PGIM Short Duration High Yield Income Fund (HYSZX) is 1.11%, while PGIM Global Real Estate Fund (PURZX) has a volatility of 4.95%. This indicates that HYSZX experiences smaller price fluctuations and is considered to be less risky than PURZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HYSZX | PURZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.11% | 4.95% | -3.84% |
Volatility (6M)Calculated over the trailing 6-month period | 1.94% | 8.46% | -6.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.10% | 14.65% | -11.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.83% | 16.30% | -12.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.21% | 17.24% | -13.03% |