PQJCX vs. HRSMX
Compare and contrast key facts about PGIM Jennison Small-Cap Core Equity Fund (PQJCX) and Hood River Small-Cap Growth Fund (HRSMX).
PQJCX is managed by PGIM. It was launched on Nov 15, 2016. HRSMX is managed by Hood River Capital Management. It was launched on Jan 2, 2003.
Performance
PQJCX vs. HRSMX - Performance Comparison
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PQJCX vs. HRSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PQJCX PGIM Jennison Small-Cap Core Equity Fund | -1.17% | 1.89% | 28.82% | 14.96% | -24.07% | 21.70% | 38.85% | 25.61% | -12.36% | 18.36% |
HRSMX Hood River Small-Cap Growth Fund | 5.38% | 23.85% | 35.48% | 21.52% | -27.99% | 23.19% | 60.80% | 24.13% | -6.91% | 20.56% |
Returns By Period
In the year-to-date period, PQJCX achieves a -1.17% return, which is significantly lower than HRSMX's 5.38% return.
PQJCX
- 1D
- 3.74%
- 1M
- -6.73%
- YTD
- -1.17%
- 6M
- 2.58%
- 1Y
- 13.31%
- 3Y*
- 12.88%
- 5Y*
- 4.54%
- 10Y*
- —
HRSMX
- 1D
- 5.79%
- 1M
- -7.21%
- YTD
- 5.38%
- 6M
- 10.43%
- 1Y
- 54.19%
- 3Y*
- 26.46%
- 5Y*
- 10.91%
- 10Y*
- 17.50%
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PQJCX vs. HRSMX - Expense Ratio Comparison
PQJCX has a 0.95% expense ratio, which is lower than HRSMX's 1.09% expense ratio.
Return for Risk
PQJCX vs. HRSMX — Risk / Return Rank
PQJCX
HRSMX
PQJCX vs. HRSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Small-Cap Core Equity Fund (PQJCX) and Hood River Small-Cap Growth Fund (HRSMX). 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.
| PQJCX | HRSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.79 | -1.18 |
Sortino ratioReturn per unit of downside risk | 1.01 | 2.38 | -1.37 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.32 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 3.49 | -2.59 |
Martin ratioReturn relative to average drawdown | 3.43 | 13.94 | -10.51 |
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
| PQJCX | HRSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.79 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.40 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.68 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.53 | -0.08 |
Correlation
The correlation between PQJCX and HRSMX is 0.91, 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.
Dividends
PQJCX vs. HRSMX - Dividend Comparison
PQJCX's dividend yield for the trailing twelve months is around 3.05%, less than HRSMX's 4.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PQJCX PGIM Jennison Small-Cap Core Equity Fund | 3.05% | 3.01% | 18.27% | 0.83% | 0.51% | 26.55% | 3.86% | 0.00% | 7.11% | 1.72% | 0.00% | 0.00% |
HRSMX Hood River Small-Cap Growth Fund | 4.01% | 4.23% | 3.75% | 0.00% | 0.00% | 19.96% | 6.28% | 0.00% | 4.59% | 6.74% | 0.00% | 5.73% |
Drawdowns
PQJCX vs. HRSMX - Drawdown Comparison
The maximum PQJCX drawdown since its inception was -43.56%, smaller than the maximum HRSMX drawdown of -64.92%. Use the drawdown chart below to compare losses from any high point for PQJCX and HRSMX.
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Drawdown Indicators
| PQJCX | HRSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.56% | -64.92% | +21.36% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -14.89% | +0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -36.11% | -38.49% | +2.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.74% | — |
Current DrawdownCurrent decline from peak | -7.81% | -7.21% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -11.22% | -13.16% | +1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 3.73% | +0.13% |
Volatility
PQJCX vs. HRSMX - Volatility Comparison
The current volatility for PGIM Jennison Small-Cap Core Equity Fund (PQJCX) is 7.86%, while Hood River Small-Cap Growth Fund (HRSMX) has a volatility of 12.35%. This indicates that PQJCX experiences smaller price fluctuations and is considered to be less risky than HRSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PQJCX | HRSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.86% | 12.35% | -4.49% |
Volatility (6M)Calculated over the trailing 6-month period | 13.32% | 21.73% | -8.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.19% | 30.18% | -7.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.03% | 27.18% | -5.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.00% | 25.82% | -2.82% |