PFH vs. AEP
PFH (Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060) and AEP (American Electric Power Company, Inc.) are both stocks. PFH operates in Insurance - Life (Financial Services), while AEP operates in Utilities - Regulated Electric (Utilities). Over the past 5 years, PFH returned -4.21%/yr vs 13.70%/yr for AEP. At a 0.17 correlation, their price movements are largely independent.
Performance
PFH vs. AEP - Performance Comparison
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Returns By Period
In the year-to-date period, PFH achieves a -2.74% return, which is significantly lower than AEP's 19.24% return.
PFH
- 1D
- -0.25%
- 1M
- -0.37%
- 6M
- -5.64%
- YTD
- -2.74%
- 1Y
- -3.27%
- 3Y*
- -0.98%
- 5Y*
- -4.21%
- 10Y*
- —
AEP
- 1D
- 1.18%
- 1M
- 4.80%
- 6M
- 17.61%
- YTD
- 19.24%
- 1Y
- 32.64%
- 3Y*
- 20.72%
- 5Y*
- 13.70%
- 10Y*
- 10.70%
PFH vs. AEP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PFH Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 | -2.74% | -1.37% | 0.92% | 12.32% | -26.78% | 2.36% | 3.68% |
AEP American Electric Power Company, Inc. | 19.24% | 29.38% | 18.18% | -10.98% | 10.38% | 10.68% | 7.88% |
Correlation
The correlation between PFH and AEP is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Sep 2, 2020 | 0.17 |
The correlation between PFH and AEP shifts across timeframes, from -0.02 (1 year) to 0.18 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
PFH:
$40.06B
AEP:
$73.69B
PFH:
$9.88
AEP:
$6.83
PFH:
1.65
AEP:
19.83
PFH:
0.07
AEP:
2.23
PFH:
0.12
AEP:
3.27
PFH:
$47.43B
AEP:
$22.16B
PFH:
$14.72B
AEP:
$8.95B
PFH:
$4.02B
AEP:
$8.70B
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Return for Risk
PFH vs. AEP — Risk / Return Rank
PFH
AEP
PFH vs. AEP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 (PFH) and American Electric Power Company, Inc. (AEP). 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.
| PFH | AEP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.10 | ||
| Sortino ratioReturn per unit of downside risk | -3.05 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.30 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.38 | 3.51 | -3.89 |
| Martin ratioReturn relative to average drawdown | -0.74 | 8.56 | -9.30 |
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Drawdowns
PFH vs. AEP - Drawdown Comparison
The maximum PFH drawdown since its inception was -28.58%, smaller than the maximum AEP drawdown of -62.75%. Use the drawdown chart below to compare losses from any high point for PFH and AEP.
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Drawdown Indicators
| PFH | AEP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.58% | -62.75% | +34.17% |
Max Drawdown (1Y)Largest decline over 1 year | -10.03% | -9.09% | -0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -18.90% | -18.04% | -0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -28.58% | -29.56% | +0.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.91% | — |
Current DrawdownCurrent decline from peak | -20.42% | -2.35% | -18.07% |
Average DrawdownAverage peak-to-trough decline | -13.38% | -17.53% | +4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 3.72% | +1.43% |
Volatility
PFH vs. AEP - Volatility Comparison
The current volatility for Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 (PFH) is 2.50%, while American Electric Power Company, Inc. (AEP) has a volatility of 6.07%. This indicates that PFH experiences smaller price fluctuations and is considered to be less risky than AEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFH | AEP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.50% | 6.07% | -3.57% |
Volatility (6M)Calculated over the trailing 6-month period | 6.36% | 14.22% | -7.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.38% | 18.92% | -9.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.89% | 20.10% | -6.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.04% | 21.03% | -7.99% |
Dividends
PFH vs. AEP - Dividend Comparison
PFH's dividend yield for the trailing twelve months is around 6.33%, more than AEP's 2.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEP American Electric Power Company, Inc. | 2.79% | 3.24% | 3.87% | 4.15% | 3.34% | 3.37% | 3.41% | 2.87% | 3.39% | 3.25% | 3.61% | 3.69% |
PFH Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 | 6.33% | 5.98% | 5.57% | 5.33% | 5.65% | 3.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
PFH vs. AEP - Financials Comparison
This section allows you to compare key financial metrics between Prudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060 and American Electric Power Company, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
PFH and AEP have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AEP has higher volatility (6.07%) compared to PFH (2.50%). In terms of maximum drawdown, PFH dropped -28.58% vs AEP's -62.75%.
AEP currently has the higher Sharpe Ratio (1.69 vs -0.41), 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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