PGP vs. PHK
Compare and contrast key facts about Prudential Global Preferred Equity Fund (PGP) and PIMCO High Income Fund (PHK).
Performance
PGP vs. PHK - Performance Comparison
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PGP vs. PHK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGP Prudential Global Preferred Equity Fund | 1.89% | 29.92% | 15.48% | 21.33% | -29.19% | 16.38% | -6.98% | 12.73% | -15.75% | 20.95% |
PHK PIMCO High Income Fund | -2.31% | 12.63% | 9.46% | 18.84% | -14.41% | 10.97% | -10.10% | 3.44% | 20.86% | -8.66% |
Returns By Period
PGP
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PHK
- 1D
- -0.43%
- 1M
- -4.97%
- YTD
- -2.31%
- 6M
- -1.80%
- 1Y
- 6.62%
- 3Y*
- 11.32%
- 5Y*
- 3.49%
- 10Y*
- 4.69%
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Return for Risk
PGP vs. PHK — Risk / Return Rank
PGP
PHK
PGP vs. PHK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Prudential Global Preferred Equity Fund (PGP) and PIMCO High Income Fund (PHK). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| PGP | PHK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.50 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.24 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.23 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.26 | — |
Correlation
The correlation between PGP and PHK is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PGP vs. PHK - Dividend Comparison
PGP's dividend yield for the trailing twelve months is around 8.97%, less than PHK's 12.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGP Prudential Global Preferred Equity Fund | 7.47% | 9.07% | 10.64% | 11.04% | 11.95% | 7.65% | 9.49% | 10.13% | 12.53% | 11.44% | 14.86% | 12.14% |
PHK PIMCO High Income Fund | 12.49% | 11.85% | 11.85% | 11.54% | 12.18% | 9.37% | 10.62% | 10.57% | 12.09% | 13.29% | 13.54% | 16.98% |
Drawdowns
PGP vs. PHK - Drawdown Comparison
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Drawdown Indicators
| PGP | PHK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.94% | -75.29% | +10.35% |
Max Drawdown (1Y)Largest decline over 1 year | -16.03% | -9.22% | -6.81% |
Max Drawdown (5Y)Largest decline over 5 years | -39.87% | -26.76% | -13.11% |
Max Drawdown (10Y)Largest decline over 10 years | -64.55% | -51.30% | -13.25% |
Current DrawdownCurrent decline from peak | -0.51% | -5.74% | +5.23% |
Average DrawdownAverage peak-to-trough decline | -16.16% | -9.83% | -6.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.35% | +0.26% |
Volatility
PGP vs. PHK - Volatility Comparison
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Volatility by Period
| PGP | PHK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.01% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.21% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 13.43% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 14.56% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 20.64% | — |