Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFH (Prudential Financial Inc 4.125% Junior Subordinated Notes) | -2.56% | 1.14% | -1.32% | -3.88% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFH (Prudential Financial Inc 4.125% Junior Subordinated Notes) | 09/02/2020 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 1.14 | -1.32 | -3.88 | NA | NA | NA | … | … | -2.56 | -1.34 | 0.92 | 12.34 | -26.76 | 2.35 | 4.83 |
| Sharpe Ratio | NA | -0.24 | -0.45 | -0.47 | NA | NA | NA | … | … | -0.98 | -0.34 | -0.21 | 0.51 | -1.65 | 0.40 | 2.82 |
| Standard Deviation(%) | NA | 9.75 | 12.74 | 13.85 | NA | NA | NA | … | … | 9.41 | 12.61 | 12.68 | 17.19 | 17.10 | 5.78 | 5.44 |
| Draw Down(%) | NA | 10.01 | 18.90 | 28.57 | NA | NA | NA | … | … | 7.60 | 10.33 | 15.64 | 15.00 | 28.54 | 6.23 | 2.37 |
| Yield(%) | 0.00 | 6.03 | 5.14 | 3.99 | 2.33 | 1.55 | 1.17 | … | … | 2.95 | 5.49 | 5.31 | 5.62 | 3.96 | 3.92 | 1.12 |
Data as of 06/11/2026, Common starting date is 09/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFH (Prudential Financial Inc 4.125% Junior Subordinated Notes) |
-6.56%
Oct 2020 – Oct 2023 |
-3.82%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFH (Prudential Financial Inc 4.125% Junior Subordinated Notes) |
4.70%
Oct 2022 – Oct 2025 |
-1.62%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart