PTRQX vs. HWHIX
Compare and contrast key facts about PGIM Total Return Bond R6 (PTRQX) and Hotchkis & Wiley High Yield Fund (HWHIX).
PTRQX is managed by PGIM. It was launched on Dec 27, 2010. HWHIX is managed by Hotchkis & Wiley. It was launched on Mar 31, 2009.
Performance
PTRQX vs. HWHIX - Performance Comparison
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PTRQX vs. HWHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTRQX PGIM Total Return Bond R6 | -0.59% | 7.81% | 3.06% | 7.80% | -14.30% | -1.37% | 8.13% | 10.85% | -0.73% | 6.67% |
HWHIX Hotchkis & Wiley High Yield Fund | -1.84% | 7.28% | 7.23% | 12.00% | -11.08% | 6.25% | 3.85% | 9.61% | -3.37% | 6.62% |
Returns By Period
In the year-to-date period, PTRQX achieves a -0.59% return, which is significantly higher than HWHIX's -1.84% return. Over the past 10 years, PTRQX has underperformed HWHIX with an annualized return of 2.64%, while HWHIX has yielded a comparatively higher 4.28% annualized return.
PTRQX
- 1D
- 0.50%
- 1M
- -2.59%
- YTD
- -0.59%
- 6M
- 0.54%
- 1Y
- 4.26%
- 3Y*
- 4.89%
- 5Y*
- 1.09%
- 10Y*
- 2.64%
HWHIX
- 1D
- 0.19%
- 1M
- -2.45%
- YTD
- -1.84%
- 6M
- -0.99%
- 1Y
- 4.80%
- 3Y*
- 6.74%
- 5Y*
- 3.31%
- 10Y*
- 4.28%
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PTRQX vs. HWHIX - Expense Ratio Comparison
PTRQX has a 0.39% expense ratio, which is lower than HWHIX's 0.70% expense ratio.
Return for Risk
PTRQX vs. HWHIX — Risk / Return Rank
PTRQX
HWHIX
PTRQX vs. HWHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond R6 (PTRQX) and Hotchkis & Wiley High Yield Fund (HWHIX). 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.
| PTRQX | HWHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.35 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.89 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.29 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.52 | +0.23 |
Martin ratioReturn relative to average drawdown | 5.23 | 6.11 | -0.88 |
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
| PTRQX | HWHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.35 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.72 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.84 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.76 | -0.01 |
Correlation
The correlation between PTRQX and HWHIX is 0.25, 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
PTRQX vs. HWHIX - Dividend Comparison
PTRQX's dividend yield for the trailing twelve months is around 4.28%, less than HWHIX's 5.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTRQX PGIM Total Return Bond R6 | 4.28% | 4.63% | 4.89% | 4.70% | 5.83% | 2.82% | 3.05% | 6.95% | 3.99% | 2.93% | 4.01% | 3.11% |
HWHIX Hotchkis & Wiley High Yield Fund | 5.89% | 6.24% | 6.27% | 4.77% | 4.03% | 4.02% | 5.47% | 5.92% | 6.24% | 4.42% | 0.00% | 0.86% |
Drawdowns
PTRQX vs. HWHIX - Drawdown Comparison
The maximum PTRQX drawdown since its inception was -20.72%, smaller than the maximum HWHIX drawdown of -23.03%. Use the drawdown chart below to compare losses from any high point for PTRQX and HWHIX.
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Drawdown Indicators
| PTRQX | HWHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.72% | -23.03% | +2.31% |
Max Drawdown (1Y)Largest decline over 1 year | -3.08% | -3.14% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -20.69% | -15.02% | -5.67% |
Max Drawdown (10Y)Largest decline over 10 years | -20.72% | -23.03% | +2.31% |
Current DrawdownCurrent decline from peak | -2.59% | -2.45% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -3.31% | -3.84% | +0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 0.78% | +0.25% |
Volatility
PTRQX vs. HWHIX - Volatility Comparison
PGIM Total Return Bond R6 (PTRQX) has a higher volatility of 1.59% compared to Hotchkis & Wiley High Yield Fund (HWHIX) at 1.42%. This indicates that PTRQX's price experiences larger fluctuations and is considered to be riskier than HWHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTRQX | HWHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 1.42% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 2.39% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.48% | 3.86% | +0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.98% | 4.65% | +1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.22% | 5.10% | +0.12% |