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PDBZX vs. BUFHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PDBZX and BUFHX is 0.08, 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.


-0.50.00.51.00.1

Performance

PDBZX vs. BUFHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PGIM Total Return Bond Fund Class Z (PDBZX) and Buffalo High Yield Fund (BUFHX). The values are adjusted to include any dividend payments, if applicable.

-1.00%0.00%1.00%2.00%3.00%4.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
1.21%
3.01%
PDBZX
BUFHX

Key characteristics

Sharpe Ratio

PDBZX:

0.54

BUFHX:

3.45

Sortino Ratio

PDBZX:

0.78

BUFHX:

4.33

Omega Ratio

PDBZX:

1.09

BUFHX:

1.96

Calmar Ratio

PDBZX:

0.24

BUFHX:

4.51

Martin Ratio

PDBZX:

1.73

BUFHX:

35.60

Ulcer Index

PDBZX:

1.68%

BUFHX:

0.22%

Daily Std Dev

PDBZX:

5.38%

BUFHX:

2.29%

Max Drawdown

PDBZX:

-20.32%

BUFHX:

-25.75%

Current Drawdown

PDBZX:

-7.82%

BUFHX:

-1.75%

Returns By Period

In the year-to-date period, PDBZX achieves a 1.98% return, which is significantly lower than BUFHX's 7.27% return. Over the past 10 years, PDBZX has underperformed BUFHX with an annualized return of 1.67%, while BUFHX has yielded a comparatively higher 4.16% annualized return.


PDBZX

YTD

1.98%

1M

-1.01%

6M

1.21%

1Y

2.56%

5Y*

0.01%

10Y*

1.67%

BUFHX

YTD

7.27%

1M

-0.84%

6M

3.01%

1Y

7.78%

5Y*

4.53%

10Y*

4.16%

Compare stocks, funds, or ETFs

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


PDBZX vs. BUFHX - Expense Ratio Comparison

PDBZX has a 0.49% expense ratio, which is lower than BUFHX's 1.02% expense ratio.


BUFHX
Buffalo High Yield Fund
Expense ratio chart for BUFHX: current value at 1.02% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.02%
Expense ratio chart for PDBZX: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%

Risk-Adjusted Performance

PDBZX vs. BUFHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond Fund Class Z (PDBZX) and Buffalo High Yield Fund (BUFHX). 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.


Sharpe ratio
The chart of Sharpe ratio for PDBZX, currently valued at 0.54, compared to the broader market-1.000.001.002.003.004.000.543.45
The chart of Sortino ratio for PDBZX, currently valued at 0.78, compared to the broader market-2.000.002.004.006.008.0010.000.784.33
The chart of Omega ratio for PDBZX, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.003.501.091.96
The chart of Calmar ratio for PDBZX, currently valued at 0.24, compared to the broader market0.002.004.006.008.0010.0012.0014.000.244.51
The chart of Martin ratio for PDBZX, currently valued at 1.73, compared to the broader market0.0020.0040.0060.001.7335.60
PDBZX
BUFHX

The current PDBZX Sharpe Ratio is 0.54, which is lower than the BUFHX Sharpe Ratio of 3.45. The chart below compares the historical Sharpe Ratios of PDBZX and BUFHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.002.003.004.005.006.007.00JulyAugustSeptemberOctoberNovemberDecember
0.54
3.45
PDBZX
BUFHX

Dividends

PDBZX vs. BUFHX - Dividend Comparison

PDBZX's dividend yield for the trailing twelve months is around 4.41%, less than BUFHX's 5.68% yield.


TTM20232022202120202019201820172016201520142013
PDBZX
PGIM Total Return Bond Fund Class Z
4.41%4.61%5.12%2.96%2.95%3.62%4.02%2.91%2.87%3.20%3.59%3.78%
BUFHX
Buffalo High Yield Fund
5.68%6.40%6.19%4.27%4.09%4.22%4.85%4.08%4.37%3.99%3.59%4.33%

Drawdowns

PDBZX vs. BUFHX - Drawdown Comparison

The maximum PDBZX drawdown since its inception was -20.32%, smaller than the maximum BUFHX drawdown of -25.75%. Use the drawdown chart below to compare losses from any high point for PDBZX and BUFHX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.82%
-1.75%
PDBZX
BUFHX

Volatility

PDBZX vs. BUFHX - Volatility Comparison

PGIM Total Return Bond Fund Class Z (PDBZX) has a higher volatility of 1.53% compared to Buffalo High Yield Fund (BUFHX) at 1.43%. This indicates that PDBZX's price experiences larger fluctuations and is considered to be riskier than BUFHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.50%1.00%1.50%2.00%JulyAugustSeptemberOctoberNovemberDecember
1.53%
1.43%
PDBZX
BUFHX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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