PortfoliosLab logoPortfoliosLab logo
PYHRX vs. PYCBX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PYHRX vs. PYCBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Payden High Income Fund (PYHRX) and Payden Core Bond Fund (PYCBX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

PYHRX vs. PYCBX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PYHRX
Payden High Income Fund
0.06%8.73%8.13%14.73%-9.76%6.62%7.38%16.75%-2.85%6.54%
PYCBX
Payden Core Bond Fund
-0.35%7.69%2.55%6.57%-13.55%-1.00%6.93%9.27%-1.26%5.25%

Returns By Period

In the year-to-date period, PYHRX achieves a 0.06% return, which is significantly higher than PYCBX's -0.35% return. Over the past 10 years, PYHRX has outperformed PYCBX with an annualized return of 6.16%, while PYCBX has yielded a comparatively lower 2.14% annualized return.


PYHRX

1D
0.56%
1M
-0.95%
YTD
0.06%
6M
1.79%
1Y
7.93%
3Y*
9.23%
5Y*
5.02%
10Y*
6.16%

PYCBX

1D
0.22%
1M
-1.69%
YTD
-0.35%
6M
0.58%
1Y
4.29%
3Y*
4.35%
5Y*
0.63%
10Y*
2.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PYHRX vs. PYCBX - Expense Ratio Comparison

PYHRX has a 0.60% expense ratio, which is higher than PYCBX's 0.53% expense ratio.


Return for Risk

PYHRX vs. PYCBX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PYHRX
PYHRX Risk / Return Rank: 3232
Overall Rank
PYHRX Sharpe Ratio Rank: 55
Sharpe Ratio Rank
PYHRX Sortino Ratio Rank: 3030
Sortino Ratio Rank
PYHRX Omega Ratio Rank: 9898
Omega Ratio Rank
PYHRX Calmar Ratio Rank: 88
Calmar Ratio Rank
PYHRX Martin Ratio Rank: 2020
Martin Ratio Rank

PYCBX
PYCBX Risk / Return Rank: 4747
Overall Rank
PYCBX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
PYCBX Sortino Ratio Rank: 4646
Sortino Ratio Rank
PYCBX Omega Ratio Rank: 3737
Omega Ratio Rank
PYCBX Calmar Ratio Rank: 5959
Calmar Ratio Rank
PYCBX Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PYHRX vs. PYCBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Payden High Income Fund (PYHRX) and Payden Core Bond Fund (PYCBX). 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.


PYHRXPYCBXDifference

Sharpe ratio

Return per unit of total volatility

0.07

1.03

-0.96

Sortino ratio

Return per unit of downside risk

1.17

1.47

-0.30

Omega ratio

Gain probability vs. loss probability

1.93

1.19

+0.74

Calmar ratio

Return relative to maximum drawdown

0.16

1.60

-1.44

Martin ratio

Return relative to average drawdown

2.45

5.04

-2.59

PYHRX vs. PYCBX - Sharpe Ratio Comparison

The current PYHRX Sharpe Ratio is 0.07, which is lower than the PYCBX Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of PYHRX and PYCBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


PYHRXPYCBXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.07

1.03

-0.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.11

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

0.46

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.95

-0.69

Correlation

The correlation between PYHRX and PYCBX is 0.20, 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

PYHRX vs. PYCBX - Dividend Comparison

PYHRX's dividend yield for the trailing twelve months is around 6.55%, more than PYCBX's 4.68% yield.


TTM20252024202320222021202020192018201720162015
PYHRX
Payden High Income Fund
6.55%6.81%7.20%6.67%6.05%4.79%4.99%5.23%5.88%5.27%5.24%5.49%
PYCBX
Payden Core Bond Fund
4.68%4.78%4.63%3.76%3.21%2.39%3.96%3.04%3.27%3.13%3.85%2.84%

Drawdowns

PYHRX vs. PYCBX - Drawdown Comparison

The maximum PYHRX drawdown since its inception was -50.79%, which is greater than PYCBX's maximum drawdown of -18.59%. Use the drawdown chart below to compare losses from any high point for PYHRX and PYCBX.


Loading graphics...

Drawdown Indicators


PYHRXPYCBXDifference

Max Drawdown

Largest peak-to-trough decline

-50.79%

-18.59%

-32.20%

Max Drawdown (1Y)

Largest decline over 1 year

-50.27%

-2.97%

-47.30%

Max Drawdown (5Y)

Largest decline over 5 years

-50.79%

-18.59%

-32.20%

Max Drawdown (10Y)

Largest decline over 10 years

-50.79%

-18.59%

-32.20%

Current Drawdown

Current decline from peak

-1.18%

-2.21%

+1.03%

Average Drawdown

Average peak-to-trough decline

-2.13%

-2.42%

+0.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

0.94%

+2.30%

Volatility

PYHRX vs. PYCBX - Volatility Comparison

The current volatility for Payden High Income Fund (PYHRX) is 1.43%, while Payden Core Bond Fund (PYCBX) has a volatility of 1.60%. This indicates that PYHRX experiences smaller price fluctuations and is considered to be less risky than PYCBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


PYHRXPYCBXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.43%

1.60%

-0.17%

Volatility (6M)

Calculated over the trailing 6-month period

1.86%

2.48%

-0.62%

Volatility (1Y)

Calculated over the trailing 1-year period

113.65%

4.51%

+109.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

51.05%

5.70%

+45.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.28%

4.68%

+31.60%