PHSZX vs. PDFDX

Last updated Aug 4, 2026

PHSZX (PGIM Jennison Health Sciences Fund) and PDFDX (Perkins Discovery Fund) are both Health & Biotech Equities funds. Their 0.59 correlation means they have sometimes moved together and sometimes differently. PHSZX charges 0.86%/yr vs 2.50%/yr for PDFDX.

Performance

PHSZX vs. PDFDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PGIM Jennison Health Sciences Fund (PHSZX) and Perkins Discovery Fund (PDFDX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

PHSZX

• 1D: -1.14%
• 1M: -2.95%
• 6M: 7.80%
• YTD: 7.27%
• 1Y: 35.99%
• 3Y*: 19.43%
• 5Y*: 9.10%
• 10Y*: 13.17%
• ALL TIME*: 14.74%

PDFDX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
PHSZX PGIM Jennison Health Sciences Fund	$0.00	$0.00	$0.00

PHSZX vs. PDFDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PHSZX PGIM Jennison Health Sciences Fund	7.27%	19.73%	23.04%	12.50%	-10.06%	6.09%	41.72%	18.62%	-3.77%	31.41%
PDFDX Perkins Discovery Fund	4.76%	9.94%	19.19%	10.77%	-39.93%	2.11%	62.16%	15.01%	22.19%	11.58%

Correlation

The correlation between PHSZX and PDFDX is 0.43, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.43
Correlation (3Y) Balances recent behavior with more history.	0.56
Correlation (5Y) Shows whether the relationship held over a longer period.	0.64
Correlation (10Y) Provides a long-term view across more market conditions.	0.68
Correlation (All Time) Calculated using the full available price history since Jun 30, 1999	0.59

The correlation between PHSZX and PDFDX shifts across timeframes, from 0.43 (1 year) to 0.68 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

PHSZX vs. PDFDX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PHSZX

PHSZX Risk / Return Rank: 76
PHSZX Sharpe Ratio Rank: 81
PHSZX Sortino Ratio Rank: 80
PHSZX Omega Ratio Rank: 71
PHSZX Calmar Ratio Rank: 84
PHSZX Martin Ratio Rank: 64

PDFDX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PHSZX vs. PDFDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Health Sciences Fund (PHSZX) and Perkins Discovery Fund (PDFDX). 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.

	PHSZX	PDFDX	Difference
Sharpe ratio: Return per unit of total volatility	1.98	—	—
Sortino ratio: Return per unit of downside risk	2.82	—	—
Omega ratio: Gain probability vs. loss probability	1.33	—	—
Calmar ratio: Return relative to maximum drawdown	3.01	—	—
Martin ratio: Return relative to average drawdown	8.81	—	—

Drawdowns

Drawdown Indicators

	PHSZX	PDFDX	Difference
Max Drawdown Largest peak-to-trough decline	-42.77%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-12.24%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-22.06%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-29.36%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-30.92%	—	—
Current Drawdown Current decline from peak	-4.01%	—	—
Average Drawdown Average peak-to-trough decline	-9.89%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.17%	—	—

Volatility

Volatility by Period

	PHSZX	PDFDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.54%	—	—
Volatility (6M) Calculated over the trailing 6-month period	14.75%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.62%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.02%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.12%	—	—

PHSZX vs. PDFDX - Expense Ratio Comparison

PHSZX has a 0.86% expense ratio, which is lower than PDFDX's 2.50% expense ratio.

Dividends

PHSZX vs. PDFDX - Dividend Comparison

PHSZX's dividend yield for the trailing twelve months is around 10.19%, more than PDFDX's 9.34% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PDFDX Perkins Discovery Fund	9.34%	4.25%	0.00%	0.00%	1.78%	31.11%	1.71%	0.00%	0.58%	0.00%	0.00%	0.00%
PHSZX PGIM Jennison Health Sciences Fund	10.19%	10.93%	23.93%	4.26%	1.48%	29.82%	20.26%	2.92%	11.21%	4.43%	3.44%	13.45%

Frequently Asked Questions

Can I hold both PHSZX and PDFDX in my portfolio?

PHSZX and PDFDX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.