PGAVX vs. PG
Compare and contrast key facts about PGIM ESG High Yield Fund (PGAVX) and The Procter & Gamble Company (PG).
PGAVX is managed by PGIM Investments. It was launched on Dec 7, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGAVX or PG.
Correlation
The correlation between PGAVX and PG is 0.20, 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.
Performance
PGAVX vs. PG - Performance Comparison
Key characteristics
PGAVX:
2.65
PG:
0.55
PGAVX:
4.24
PG:
0.81
PGAVX:
1.68
PG:
1.11
PGAVX:
4.52
PG:
0.75
PGAVX:
16.26
PG:
2.17
PGAVX:
0.63%
PG:
4.05%
PGAVX:
3.90%
PG:
16.09%
PGAVX:
-16.80%
PG:
-54.23%
PGAVX:
-0.22%
PG:
-6.38%
Returns By Period
In the year-to-date period, PGAVX achieves a 1.42% return, which is significantly higher than PG's 0.35% return.
PGAVX
1.42%
0.62%
4.07%
10.44%
N/A
N/A
PG
0.35%
4.03%
-0.55%
6.82%
8.38%
10.01%
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Risk-Adjusted Performance
PGAVX vs. PG — Risk-Adjusted Performance Rank
PGAVX
PG
PGAVX vs. PG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM ESG High Yield Fund (PGAVX) and The Procter & Gamble Company (PG). 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.
Dividends
PGAVX vs. PG - Dividend Comparison
PGAVX's dividend yield for the trailing twelve months is around 6.76%, more than PG's 2.41% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PGAVX PGIM ESG High Yield Fund | 6.76% | 6.87% | 6.28% | 6.14% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PG The Procter & Gamble Company | 2.41% | 2.36% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.32% | 2.78% |
Drawdowns
PGAVX vs. PG - Drawdown Comparison
The maximum PGAVX drawdown since its inception was -16.80%, smaller than the maximum PG drawdown of -54.23%. Use the drawdown chart below to compare losses from any high point for PGAVX and PG. For additional features, visit the drawdowns tool.
Volatility
PGAVX vs. PG - Volatility Comparison
The current volatility for PGIM ESG High Yield Fund (PGAVX) is 0.66%, while The Procter & Gamble Company (PG) has a volatility of 7.43%. This indicates that PGAVX experiences smaller price fluctuations and is considered to be less risky than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.