PHYSX vs. MFHVX
Compare and contrast key facts about PIA High Yield Fund (PHYSX) and Mesirow High Yield Fund (MFHVX).
PHYSX is managed by PIA Mutual Funds. It was launched on Dec 31, 2010. MFHVX is managed by Mesirow. It was launched on Dec 3, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHYSX or MFHVX.
Correlation
The correlation between PHYSX and MFHVX is 0.76, 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.
Performance
PHYSX vs. MFHVX - Performance Comparison
Key characteristics
PHYSX:
4.01
MFHVX:
4.56
PHYSX:
5.87
MFHVX:
7.28
PHYSX:
1.94
MFHVX:
2.22
PHYSX:
9.60
MFHVX:
9.97
PHYSX:
38.66
MFHVX:
45.29
PHYSX:
0.28%
MFHVX:
0.23%
PHYSX:
2.68%
MFHVX:
2.31%
PHYSX:
-19.86%
MFHVX:
-20.95%
PHYSX:
0.00%
MFHVX:
0.00%
Returns By Period
In the year-to-date period, PHYSX achieves a 0.66% return, which is significantly lower than MFHVX's 1.18% return.
PHYSX
0.66%
0.66%
4.96%
10.38%
5.71%
5.78%
MFHVX
1.18%
1.27%
4.37%
10.25%
4.88%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PHYSX vs. MFHVX - Expense Ratio Comparison
PHYSX has a 0.86% expense ratio, which is lower than MFHVX's 1.43% expense ratio.
Risk-Adjusted Performance
PHYSX vs. MFHVX — Risk-Adjusted Performance Rank
PHYSX
MFHVX
PHYSX vs. MFHVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIA High Yield Fund (PHYSX) and Mesirow High Yield Fund (MFHVX). 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.
Dividends
PHYSX vs. MFHVX - Dividend Comparison
PHYSX's dividend yield for the trailing twelve months is around 7.00%, less than MFHVX's 8.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHYSX PIA High Yield Fund | 7.00% | 7.68% | 7.40% | 8.23% | 6.13% | 6.30% | 6.61% | 6.52% | 6.39% | 6.10% | 6.41% | 5.82% |
MFHVX Mesirow High Yield Fund | 8.10% | 9.00% | 9.67% | 8.96% | 6.49% | 7.00% | 6.79% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PHYSX vs. MFHVX - Drawdown Comparison
The maximum PHYSX drawdown since its inception was -19.86%, smaller than the maximum MFHVX drawdown of -20.95%. Use the drawdown chart below to compare losses from any high point for PHYSX and MFHVX. For additional features, visit the drawdowns tool.
Volatility
PHYSX vs. MFHVX - Volatility Comparison
PIA High Yield Fund (PHYSX) has a higher volatility of 0.91% compared to Mesirow High Yield Fund (MFHVX) at 0.67%. This indicates that PHYSX's price experiences larger fluctuations and is considered to be riskier than MFHVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.