PHYSX vs. PHT

In the year-to-date period, PHYSX achieves a -1.90% return, which is significantly lower than PHT's 6.04% return. Both investments have delivered pretty close results over the past 10 years, with PHYSX having a 5.04% annualized return and PHT not far behind at 5.02%.

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This table presents a comparison of risk-adjusted performance metrics for PIA High Yield Fund (PHYSX) and Pioneer High Income Fund, Inc. (PHT). 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.

The current PHYSX Sharpe Ratio is 1.13, which is comparable to the PHT Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of PHYSX and PHT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHYSX's dividend yield for the trailing twelve months is around 7.34%, less than PHT's 8.32% yield.

The maximum PHYSX drawdown since its inception was -19.86%, smaller than the maximum PHT drawdown of -60.95%. Use the drawdown chart below to compare losses from any high point for PHYSX and PHT.

The current volatility for PIA High Yield Fund (PHYSX) is 1.50%, while Pioneer High Income Fund, Inc. (PHT) has a volatility of 4.36%. This indicates that PHYSX experiences smaller price fluctuations and is considered to be less risky than PHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.