Correlation
The correlation between FARCX and PTRQX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
FARCX vs. PTRQX
Compare and contrast key facts about Nuveen Real Estate Securities Fund (FARCX) and PGIM Total Return Bond R6 (PTRQX).
FARCX is managed by Nuveen. It was launched on Jun 30, 1995. PTRQX is managed by PGIM Funds (Prudential). It was launched on Dec 27, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FARCX or PTRQX.
Performance
FARCX vs. PTRQX - Performance Comparison
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Key characteristics
FARCX:
0.75
PTRQX:
1.19
FARCX:
1.18
PTRQX:
1.71
FARCX:
1.16
PTRQX:
1.20
FARCX:
0.64
PTRQX:
0.57
FARCX:
2.44
PTRQX:
3.28
FARCX:
5.73%
PTRQX:
1.87%
FARCX:
17.56%
PTRQX:
5.25%
FARCX:
-70.62%
PTRQX:
-20.19%
FARCX:
-10.33%
PTRQX:
-4.97%
Returns By Period
In the year-to-date period, FARCX achieves a 0.50% return, which is significantly lower than PTRQX's 1.82% return. Over the past 10 years, FARCX has outperformed PTRQX with an annualized return of 5.31%, while PTRQX has yielded a comparatively lower 2.37% annualized return.
FARCX
0.50%
1.08%
-6.86%
11.01%
1.25%
7.33%
5.31%
PTRQX
1.82%
-0.75%
0.21%
5.42%
2.46%
0.18%
2.37%
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FARCX vs. PTRQX - Expense Ratio Comparison
FARCX has a 0.97% expense ratio, which is higher than PTRQX's 0.39% expense ratio.
Risk-Adjusted Performance
FARCX vs. PTRQX — Risk-Adjusted Performance Rank
FARCX
PTRQX
FARCX vs. PTRQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Estate Securities Fund (FARCX) and PGIM Total Return Bond R6 (PTRQX). 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.
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Dividends
FARCX vs. PTRQX - Dividend Comparison
FARCX's dividend yield for the trailing twelve months is around 9.28%, more than PTRQX's 4.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FARCX Nuveen Real Estate Securities Fund | 9.28% | 9.34% | 3.30% | 20.26% | 15.12% | 2.89% | 11.47% | 6.20% | 13.43% | 11.00% | 8.25% | 6.95% |
PTRQX PGIM Total Return Bond R6 | 4.39% | 4.88% | 4.70% | 5.23% | 3.06% | 3.04% | 7.22% | 4.00% | 3.00% | 4.01% | 3.35% | 3.83% |
Drawdowns
FARCX vs. PTRQX - Drawdown Comparison
The maximum FARCX drawdown since its inception was -70.62%, which is greater than PTRQX's maximum drawdown of -20.19%. Use the drawdown chart below to compare losses from any high point for FARCX and PTRQX.
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Volatility
FARCX vs. PTRQX - Volatility Comparison
Nuveen Real Estate Securities Fund (FARCX) has a higher volatility of 4.63% compared to PGIM Total Return Bond R6 (PTRQX) at 1.42%. This indicates that FARCX's price experiences larger fluctuations and is considered to be riskier than PTRQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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