PHSZX vs. SHSSX
Compare and contrast key facts about PGIM Jennison Health Sciences Fund (PHSZX) and Health Sciences Opportunities Fund Class Institutional (SHSSX).
PHSZX is managed by PGIM. It was launched on Jun 29, 1999. SHSSX is a passively managed fund by BlackRock that tracks the performance of the Russell 3000 HealthCare Index. It was launched on Oct 16, 2000.
Performance
PHSZX vs. SHSSX - Performance Comparison
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PHSZX vs. SHSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHSZX PGIM Jennison Health Sciences Fund | -9.27% | 19.73% | 23.04% | 12.50% | -10.06% | 6.09% | 41.72% | 18.62% | -3.77% | 31.41% |
SHSSX Health Sciences Opportunities Fund Class Institutional | -6.87% | 16.13% | 4.00% | 3.86% | -5.72% | 12.17% | 19.54% | 25.63% | 8.24% | 25.02% |
Returns By Period
In the year-to-date period, PHSZX achieves a -9.27% return, which is significantly lower than SHSSX's -6.87% return. Over the past 10 years, PHSZX has outperformed SHSSX with an annualized return of 12.19%, while SHSSX has yielded a comparatively lower 9.97% annualized return.
PHSZX
- 1D
- 0.31%
- 1M
- -9.73%
- YTD
- -9.27%
- 6M
- 6.04%
- 1Y
- 11.81%
- 3Y*
- 14.65%
- 5Y*
- 8.36%
- 10Y*
- 12.19%
SHSSX
- 1D
- 0.31%
- 1M
- -9.09%
- YTD
- -6.87%
- 6M
- 4.09%
- 1Y
- 4.34%
- 3Y*
- 6.17%
- 5Y*
- 4.28%
- 10Y*
- 9.97%
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PHSZX vs. SHSSX - Expense Ratio Comparison
PHSZX has a 0.86% expense ratio, which is higher than SHSSX's 0.84% expense ratio.
Return for Risk
PHSZX vs. SHSSX — Risk / Return Rank
PHSZX
SHSSX
PHSZX vs. SHSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Health Sciences Fund (PHSZX) and Health Sciences Opportunities Fund Class Institutional (SHSSX). 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.
| PHSZX | SHSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.29 | +0.23 |
Sortino ratioReturn per unit of downside risk | 0.84 | 0.52 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.06 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 0.43 | +0.34 |
Martin ratioReturn relative to average drawdown | 2.11 | 1.02 | +1.09 |
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
| PHSZX | SHSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.29 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.30 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.61 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.69 | -0.05 |
Correlation
The correlation between PHSZX and SHSSX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PHSZX vs. SHSSX - Dividend Comparison
PHSZX's dividend yield for the trailing twelve months is around 12.05%, more than SHSSX's 10.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHSZX PGIM Jennison Health Sciences Fund | 12.05% | 10.93% | 23.93% | 4.26% | 1.48% | 29.82% | 20.26% | 2.92% | 11.21% | 4.43% | 3.44% | 13.45% |
SHSSX Health Sciences Opportunities Fund Class Institutional | 10.63% | 9.90% | 8.68% | 3.82% | 7.20% | 8.96% | 4.18% | 3.87% | 8.44% | 3.59% | 2.33% | 12.29% |
Drawdowns
PHSZX vs. SHSSX - Drawdown Comparison
The maximum PHSZX drawdown since its inception was -42.77%, which is greater than SHSSX's maximum drawdown of -35.40%. Use the drawdown chart below to compare losses from any high point for PHSZX and SHSSX.
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Drawdown Indicators
| PHSZX | SHSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.77% | -35.40% | -7.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.24% | -9.83% | -2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -17.90% | -11.46% |
Max Drawdown (10Y)Largest decline over 10 years | -30.92% | -28.34% | -2.58% |
Current DrawdownCurrent decline from peak | -11.98% | -9.56% | -2.42% |
Average DrawdownAverage peak-to-trough decline | -9.96% | -5.98% | -3.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 4.17% | +0.33% |
Volatility
PHSZX vs. SHSSX - Volatility Comparison
PGIM Jennison Health Sciences Fund (PHSZX) has a higher volatility of 6.14% compared to Health Sciences Opportunities Fund Class Institutional (SHSSX) at 4.61%. This indicates that PHSZX's price experiences larger fluctuations and is considered to be riskier than SHSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHSZX | SHSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 4.61% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 12.28% | 9.73% | +2.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.86% | 16.32% | +3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.71% | 14.19% | +7.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.20% | 16.53% | +6.67% |