PHYSX vs. PBBBX
Compare and contrast key facts about PIA High Yield Fund (PHYSX) and PIA BBB Bond Fund (PBBBX).
PHYSX is managed by PIA Mutual Funds. It was launched on Dec 31, 2010. PBBBX is managed by PIA Mutual Funds. It was launched on Sep 25, 2003.
Performance
PHYSX vs. PBBBX - Performance Comparison
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PHYSX vs. PBBBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHYSX PIA High Yield Fund | -1.98% | 1.82% | 10.33% | 16.17% | -11.70% | 7.36% | 8.03% | 11.06% | -2.77% | 8.04% |
PBBBX PIA BBB Bond Fund | -0.91% | 8.14% | 2.41% | 9.19% | -16.35% | -1.20% | 9.37% | 16.49% | -3.02% | 7.16% |
Returns By Period
In the year-to-date period, PHYSX achieves a -1.98% return, which is significantly lower than PBBBX's -0.91% return. Over the past 10 years, PHYSX has outperformed PBBBX with an annualized return of 5.46%, while PBBBX has yielded a comparatively lower 3.01% annualized return.
PHYSX
- 1D
- 0.37%
- 1M
- -1.79%
- YTD
- -1.98%
- 6M
- -2.76%
- 1Y
- 1.32%
- 3Y*
- 6.87%
- 5Y*
- 3.32%
- 10Y*
- 5.46%
PBBBX
- 1D
- 0.35%
- 1M
- -1.95%
- YTD
- -0.91%
- 6M
- -0.40%
- 1Y
- 4.42%
- 3Y*
- 5.03%
- 5Y*
- 0.68%
- 10Y*
- 3.01%
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PHYSX vs. PBBBX - Expense Ratio Comparison
PHYSX has a 0.86% expense ratio, which is higher than PBBBX's 0.15% expense ratio.
Return for Risk
PHYSX vs. PBBBX — Risk / Return Rank
PHYSX
PBBBX
PHYSX vs. PBBBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIA High Yield Fund (PHYSX) and PIA BBB Bond Fund (PBBBX). 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.
| PHYSX | PBBBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 1.06 | -0.76 |
Sortino ratioReturn per unit of downside risk | 0.41 | 1.50 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.20 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.27 | 1.52 | -1.25 |
Martin ratioReturn relative to average drawdown | 0.79 | 5.14 | -4.35 |
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
| PHYSX | PBBBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 1.06 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.10 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.34 | 0.50 | +0.84 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.62 | 0.75 | +0.87 |
Correlation
The correlation between PHYSX and PBBBX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PHYSX vs. PBBBX - Dividend Comparison
PHYSX's dividend yield for the trailing twelve months is around 7.95%, more than PBBBX's 3.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHYSX PIA High Yield Fund | 7.95% | 8.44% | 7.66% | 7.12% | 7.60% | 6.14% | 6.31% | 6.76% | 6.51% | 6.37% | 6.10% | 6.40% |
PBBBX PIA BBB Bond Fund | 3.77% | 4.02% | 3.82% | 3.57% | 3.24% | 2.85% | 3.16% | 3.78% | 4.20% | 3.75% | 3.95% | 4.12% |
Drawdowns
PHYSX vs. PBBBX - Drawdown Comparison
The maximum PHYSX drawdown since its inception was -24.10%, roughly equal to the maximum PBBBX drawdown of -23.00%. Use the drawdown chart below to compare losses from any high point for PHYSX and PBBBX.
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Drawdown Indicators
| PHYSX | PBBBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.10% | -23.00% | -1.10% |
Max Drawdown (1Y)Largest decline over 1 year | -4.00% | -3.30% | -0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -13.99% | -23.00% | +9.01% |
Max Drawdown (10Y)Largest decline over 10 years | -19.86% | -23.00% | +3.14% |
Current DrawdownCurrent decline from peak | -3.23% | -2.51% | -0.72% |
Average DrawdownAverage peak-to-trough decline | -1.89% | -3.50% | +1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.37% | 0.98% | +0.39% |
Volatility
PHYSX vs. PBBBX - Volatility Comparison
PIA High Yield Fund (PHYSX) and PIA BBB Bond Fund (PBBBX) have volatilities of 1.84% and 1.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PHYSX | PBBBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.84% | 1.76% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 2.73% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.34% | 4.76% | -0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.02% | 6.69% | -2.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.09% | 6.02% | -1.93% |