PHYQX vs. GGIZX
Compare and contrast key facts about PGIM High Yield Fund Class R6 (PHYQX) and GuideStone Funds Balanced Allocation Fund (GGIZX).
PHYQX is managed by PGIM. It was launched on Oct 31, 2011. GGIZX is managed by GuideStone Funds. It was launched on Aug 26, 2001.
Performance
PHYQX vs. GGIZX - Performance Comparison
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PHYQX vs. GGIZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
GGIZX GuideStone Funds Balanced Allocation Fund | -1.92% | 12.49% | 8.34% | 12.32% | -15.60% | 6.94% | 10.66% | 17.36% | -4.88% | 12.31% |
Returns By Period
In the year-to-date period, PHYQX achieves a -0.77% return, which is significantly higher than GGIZX's -1.92% return. Both investments have delivered pretty close results over the past 10 years, with PHYQX having a 5.88% annualized return and GGIZX not far behind at 5.87%.
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%
GGIZX
- 1D
- 1.56%
- 1M
- -3.69%
- YTD
- -1.92%
- 6M
- -0.56%
- 1Y
- 9.09%
- 3Y*
- 8.79%
- 5Y*
- 3.56%
- 10Y*
- 5.87%
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PHYQX vs. GGIZX - Expense Ratio Comparison
Both PHYQX and GGIZX have an expense ratio of 0.38%.
Return for Risk
PHYQX vs. GGIZX — Risk / Return Rank
PHYQX
GGIZX
PHYQX vs. GGIZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM High Yield Fund Class R6 (PHYQX) and GuideStone Funds Balanced Allocation Fund (GGIZX). 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.
| PHYQX | GGIZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.79 | 1.13 | +0.66 |
Sortino ratioReturn per unit of downside risk | 2.67 | 1.61 | +1.06 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.23 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 1.51 | +0.91 |
Martin ratioReturn relative to average drawdown | 9.84 | 6.29 | +3.56 |
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
| PHYQX | GGIZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 1.13 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.43 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.08 | 0.68 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.12 | 0.50 | +0.61 |
Correlation
The correlation between PHYQX and GGIZX is 0.51, 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. GGIZX - Dividend Comparison
PHYQX's dividend yield for the trailing twelve months is around 6.58%, less than GGIZX's 8.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
GGIZX GuideStone Funds Balanced Allocation Fund | 8.38% | 8.22% | 4.40% | 4.06% | 7.00% | 5.66% | 4.76% | 6.52% | 4.46% | 2.42% | 3.23% | 16.23% |
Drawdowns
PHYQX vs. GGIZX - Drawdown Comparison
The maximum PHYQX drawdown since its inception was -21.12%, smaller than the maximum GGIZX drawdown of -36.00%. Use the drawdown chart below to compare losses from any high point for PHYQX and GGIZX.
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Drawdown Indicators
| PHYQX | GGIZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.12% | -36.00% | +14.88% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -6.26% | +3.32% |
Max Drawdown (5Y)Largest decline over 5 years | -16.05% | -21.33% | +5.28% |
Max Drawdown (10Y)Largest decline over 10 years | -21.12% | -21.33% | +0.21% |
Current DrawdownCurrent decline from peak | -1.86% | -4.32% | +2.46% |
Average DrawdownAverage peak-to-trough decline | -2.25% | -4.42% | +2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 1.51% | -0.79% |
Volatility
PHYQX vs. GGIZX - Volatility Comparison
The current volatility for PGIM High Yield Fund Class R6 (PHYQX) is 1.41%, while GuideStone Funds Balanced Allocation Fund (GGIZX) has a volatility of 3.45%. This indicates that PHYQX experiences smaller price fluctuations and is considered to be less risky than GGIZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHYQX | GGIZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.41% | 3.45% | -2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 2.46% | 5.07% | -2.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.78% | 8.36% | -4.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.05% | 8.34% | -3.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.47% | 8.66% | -3.19% |