PDBZX vs. ARINX
Compare and contrast key facts about PGIM Total Return Bond Fund Class Z (PDBZX) and Archer Income Fund (ARINX).
PDBZX is managed by PGIM. It was launched on Jan 14, 1997. ARINX is managed by Archer. It was launched on Mar 11, 2011.
Performance
PDBZX vs. ARINX - Performance Comparison
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PDBZX vs. ARINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDBZX PGIM Total Return Bond Fund Class Z | -0.53% | 7.70% | 2.87% | 7.70% | -14.33% | -1.46% | 8.01% | 14.76% | -0.72% | 6.60% |
ARINX Archer Income Fund | -0.43% | 4.42% | 4.90% | 3.99% | -6.84% | 1.52% | 4.29% | 6.19% | 0.35% | 3.18% |
Returns By Period
In the year-to-date period, PDBZX achieves a -0.53% return, which is significantly lower than ARINX's -0.43% return. Over the past 10 years, PDBZX has outperformed ARINX with an annualized return of 2.93%, while ARINX has yielded a comparatively lower 2.29% annualized return.
PDBZX
- 1D
- 0.50%
- 1M
- -2.52%
- YTD
- -0.53%
- 6M
- 0.58%
- 1Y
- 4.25%
- 3Y*
- 4.79%
- 5Y*
- 1.00%
- 10Y*
- 2.93%
ARINX
- 1D
- -0.06%
- 1M
- -1.63%
- YTD
- -0.43%
- 6M
- 0.38%
- 1Y
- 3.40%
- 3Y*
- 4.30%
- 5Y*
- 1.33%
- 10Y*
- 2.29%
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PDBZX vs. ARINX - Expense Ratio Comparison
PDBZX has a 0.49% expense ratio, which is lower than ARINX's 0.98% expense ratio.
Return for Risk
PDBZX vs. ARINX — Risk / Return Rank
PDBZX
ARINX
PDBZX vs. ARINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond Fund Class Z (PDBZX) and Archer Income Fund (ARINX). 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.
| PDBZX | ARINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.86 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.48 | 2.62 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.38 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.02 | -0.27 |
Martin ratioReturn relative to average drawdown | 5.12 | 9.01 | -3.90 |
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
| PDBZX | ARINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.86 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.00 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.00 | +0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.00 | +1.09 |
Correlation
The correlation between PDBZX and ARINX is 0.67, 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
PDBZX vs. ARINX - Dividend Comparison
PDBZX's dividend yield for the trailing twelve months is around 4.19%, more than ARINX's 3.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDBZX PGIM Total Return Bond Fund Class Z | 4.19% | 4.54% | 4.79% | 4.60% | 5.73% | 2.73% | 2.94% | 10.36% | 4.01% | 2.87% | 3.92% | 3.33% |
ARINX Archer Income Fund | 3.20% | 2.72% | 3.77% | 3.15% | 2.72% | 2.56% | 2.66% | 2.69% | 2.84% | 2.94% | 2.84% | 2.79% |
Drawdowns
PDBZX vs. ARINX - Drawdown Comparison
The maximum PDBZX drawdown since its inception was -20.88%, smaller than the maximum ARINX drawdown of -97.42%. Use the drawdown chart below to compare losses from any high point for PDBZX and ARINX.
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Drawdown Indicators
| PDBZX | ARINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.88% | -97.42% | +76.54% |
Max Drawdown (1Y)Largest decline over 1 year | -3.06% | -1.63% | -1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -20.81% | -97.42% | +76.61% |
Max Drawdown (10Y)Largest decline over 10 years | -20.88% | -97.42% | +76.54% |
Current DrawdownCurrent decline from peak | -2.52% | -97.31% | +94.79% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -9.35% | +7.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 0.36% | +0.69% |
Volatility
PDBZX vs. ARINX - Volatility Comparison
PGIM Total Return Bond Fund Class Z (PDBZX) has a higher volatility of 1.72% compared to Archer Income Fund (ARINX) at 0.78%. This indicates that PDBZX's price experiences larger fluctuations and is considered to be riskier than ARINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PDBZX | ARINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.72% | 0.78% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | 1.17% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.59% | 1.85% | +2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.00% | 1,971.76% | -1,965.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.34% | 1,394.31% | -1,388.97% |