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PHYQX vs. FRFZX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PHYQX vs. FRFZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PGIM High Yield Fund Class R6 (PHYQX) and PGIM Floating Rate Income Fund (FRFZX). The values are adjusted to include any dividend payments, if applicable.

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PHYQX vs. FRFZX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PHYQX
PGIM High Yield Fund Class R6
-0.77%9.18%8.55%12.34%-12.22%5.99%5.79%16.29%-1.18%7.74%
FRFZX
PGIM Floating Rate Income Fund
-0.50%5.66%9.45%14.11%-3.56%5.46%4.62%7.47%-0.13%4.48%

Returns By Period

In the year-to-date period, PHYQX achieves a -0.77% return, which is significantly lower than FRFZX's -0.50% return. Over the past 10 years, PHYQX has outperformed FRFZX with an annualized return of 5.88%, while FRFZX has yielded a comparatively lower 5.32% annualized return.


PHYQX

1D
0.63%
1M
-1.65%
YTD
-0.77%
6M
0.27%
1Y
6.48%
3Y*
8.63%
5Y*
3.93%
10Y*
5.88%

FRFZX

1D
0.11%
1M
-0.11%
YTD
-0.50%
6M
0.85%
1Y
5.09%
3Y*
8.31%
5Y*
5.46%
10Y*
5.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PHYQX vs. FRFZX - Expense Ratio Comparison

PHYQX has a 0.38% expense ratio, which is lower than FRFZX's 0.70% expense ratio.


Return for Risk

PHYQX vs. FRFZX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PHYQX
PHYQX Risk / Return Rank: 8989
Overall Rank
PHYQX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
PHYQX Sortino Ratio Rank: 9191
Sortino Ratio Rank
PHYQX Omega Ratio Rank: 9191
Omega Ratio Rank
PHYQX Calmar Ratio Rank: 8989
Calmar Ratio Rank
PHYQX Martin Ratio Rank: 8888
Martin Ratio Rank

FRFZX
FRFZX Risk / Return Rank: 9191
Overall Rank
FRFZX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
FRFZX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FRFZX Omega Ratio Rank: 9696
Omega Ratio Rank
FRFZX Calmar Ratio Rank: 8686
Calmar Ratio Rank
FRFZX Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PHYQX vs. FRFZX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PGIM High Yield Fund Class R6 (PHYQX) and PGIM Floating Rate Income Fund (FRFZX). 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.


PHYQXFRFZXDifference

Sharpe ratio

Return per unit of total volatility

1.79

1.86

-0.07

Sortino ratio

Return per unit of downside risk

2.67

3.07

-0.40

Omega ratio

Gain probability vs. loss probability

1.42

1.59

-0.16

Calmar ratio

Return relative to maximum drawdown

2.43

2.31

+0.12

Martin ratio

Return relative to average drawdown

9.84

9.62

+0.22

PHYQX vs. FRFZX - Sharpe Ratio Comparison

The current PHYQX Sharpe Ratio is 1.79, which is comparable to the FRFZX Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of PHYQX and FRFZX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PHYQXFRFZXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.79

1.86

-0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

1.79

-1.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.08

1.35

-0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

1.12

1.37

-0.25

Correlation

The correlation between PHYQX and FRFZX is 0.53, 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

PHYQX vs. FRFZX - Dividend Comparison

PHYQX's dividend yield for the trailing twelve months is around 6.58%, less than FRFZX's 6.99% yield.


TTM20252024202320222021202020192018201720162015
PHYQX
PGIM High Yield Fund Class R6
6.58%7.07%7.53%7.09%6.29%6.23%6.56%6.32%6.64%6.38%4.88%7.05%
FRFZX
PGIM Floating Rate Income Fund
6.99%7.65%8.76%8.87%6.41%3.33%5.35%5.42%5.06%4.90%4.34%3.97%

Drawdowns

PHYQX vs. FRFZX - Drawdown Comparison

The maximum PHYQX drawdown since its inception was -21.12%, roughly equal to the maximum FRFZX drawdown of -21.95%. Use the drawdown chart below to compare losses from any high point for PHYQX and FRFZX.


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Drawdown Indicators


PHYQXFRFZXDifference

Max Drawdown

Largest peak-to-trough decline

-21.12%

-21.95%

+0.83%

Max Drawdown (1Y)

Largest decline over 1 year

-2.94%

-2.23%

-0.71%

Max Drawdown (5Y)

Largest decline over 5 years

-16.05%

-7.85%

-8.20%

Max Drawdown (10Y)

Largest decline over 10 years

-21.12%

-21.95%

+0.83%

Current Drawdown

Current decline from peak

-1.86%

-0.74%

-1.12%

Average Drawdown

Average peak-to-trough decline

-2.25%

-0.92%

-1.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.72%

0.56%

+0.16%

Volatility

PHYQX vs. FRFZX - Volatility Comparison

PGIM High Yield Fund Class R6 (PHYQX) has a higher volatility of 1.41% compared to PGIM Floating Rate Income Fund (FRFZX) at 0.60%. This indicates that PHYQX's price experiences larger fluctuations and is considered to be riskier than FRFZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PHYQXFRFZXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.41%

0.60%

+0.81%

Volatility (6M)

Calculated over the trailing 6-month period

2.46%

1.58%

+0.88%

Volatility (1Y)

Calculated over the trailing 1-year period

3.78%

2.72%

+1.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.05%

3.07%

+1.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.47%

3.96%

+1.51%