NIPAX vs. PUDZX
Compare and contrast key facts about Columbia Capital Allocation Moderate Conservative Portfolio (NIPAX) and PGIM Real Assets Fund (PUDZX).
NIPAX is managed by Columbia. It was launched on Oct 14, 1996. PUDZX is managed by PGIM. It was launched on Dec 29, 2010.
Performance
NIPAX vs. PUDZX - Performance Comparison
Loading graphics...
NIPAX vs. PUDZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NIPAX Columbia Capital Allocation Moderate Conservative Portfolio | -3.13% | 13.17% | 8.07% | 12.30% | -15.45% | 7.44% | 10.00% | 14.31% | -4.84% | 9.59% |
PUDZX PGIM Real Assets Fund | 9.23% | 13.40% | 8.61% | 3.26% | -2.76% | 18.49% | 4.84% | 16.29% | -9.20% | 6.22% |
Returns By Period
In the year-to-date period, NIPAX achieves a -3.13% return, which is significantly lower than PUDZX's 9.23% return. Over the past 10 years, NIPAX has underperformed PUDZX with an annualized return of 5.05%, while PUDZX has yielded a comparatively higher 6.92% annualized return.
NIPAX
- 1D
- 0.20%
- 1M
- -5.46%
- YTD
- -3.13%
- 6M
- -1.29%
- 1Y
- 8.91%
- 3Y*
- 8.31%
- 5Y*
- 3.55%
- 10Y*
- 5.05%
PUDZX
- 1D
- 0.29%
- 1M
- -1.98%
- YTD
- 9.23%
- 6M
- 11.45%
- 1Y
- 18.68%
- 3Y*
- 11.54%
- 5Y*
- 9.22%
- 10Y*
- 6.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NIPAX vs. PUDZX - Expense Ratio Comparison
NIPAX has a 0.16% expense ratio, which is lower than PUDZX's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
NIPAX vs. PUDZX — Risk / Return Rank
NIPAX
PUDZX
NIPAX vs. PUDZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Capital Allocation Moderate Conservative Portfolio (NIPAX) and PGIM Real Assets Fund (PUDZX). 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.
| NIPAX | PUDZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.98 | -0.78 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.57 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.40 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.35 | -0.86 |
Martin ratioReturn relative to average drawdown | 6.79 | 13.15 | -6.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NIPAX | PUDZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.98 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.88 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.72 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.52 | +0.32 |
Correlation
The correlation between NIPAX and PUDZX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
NIPAX vs. PUDZX - Dividend Comparison
NIPAX's dividend yield for the trailing twelve months is around 3.55%, less than PUDZX's 8.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NIPAX Columbia Capital Allocation Moderate Conservative Portfolio | 3.55% | 4.05% | 3.24% | 4.23% | 6.79% | 9.83% | 5.37% | 4.49% | 7.06% | 3.07% | 3.42% | 4.49% |
PUDZX PGIM Real Assets Fund | 8.17% | 8.93% | 6.67% | 3.66% | 9.10% | 13.00% | 4.94% | 3.40% | 2.14% | 2.10% | 1.39% | 1.72% |
Drawdowns
NIPAX vs. PUDZX - Drawdown Comparison
The maximum NIPAX drawdown since its inception was -26.77%, which is greater than PUDZX's maximum drawdown of -21.53%. Use the drawdown chart below to compare losses from any high point for NIPAX and PUDZX.
Loading graphics...
Drawdown Indicators
| NIPAX | PUDZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.77% | -21.53% | -5.24% |
Max Drawdown (1Y)Largest decline over 1 year | -5.82% | -8.20% | +2.38% |
Max Drawdown (5Y)Largest decline over 5 years | -19.93% | -17.98% | -1.95% |
Max Drawdown (10Y)Largest decline over 10 years | -19.93% | -21.53% | +1.60% |
Current DrawdownCurrent decline from peak | -5.64% | -2.44% | -3.20% |
Average DrawdownAverage peak-to-trough decline | -2.67% | -5.31% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.28% | 1.47% | -0.19% |
Volatility
NIPAX vs. PUDZX - Volatility Comparison
Columbia Capital Allocation Moderate Conservative Portfolio (NIPAX) has a higher volatility of 3.10% compared to PGIM Real Assets Fund (PUDZX) at 2.60%. This indicates that NIPAX's price experiences larger fluctuations and is considered to be riskier than PUDZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NIPAX | PUDZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | 2.60% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 4.83% | 6.24% | -1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.60% | 9.70% | -2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.62% | 10.58% | -2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.22% | 9.70% | -2.48% |