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

Correlation

The correlation between PDBZX and BUFHX 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.


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.

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Key characteristics

Sharpe Ratio

PDBZX:

1.14

BUFHX:

2.70

Sortino Ratio

PDBZX:

1.64

BUFHX:

3.38

Omega Ratio

PDBZX:

1.20

BUFHX:

1.68

Calmar Ratio

PDBZX:

0.54

BUFHX:

1.96

Martin Ratio

PDBZX:

3.21

BUFHX:

9.08

Ulcer Index

PDBZX:

1.88%

BUFHX:

0.83%

Daily Std Dev

PDBZX:

5.35%

BUFHX:

2.87%

Max Drawdown

PDBZX:

-20.32%

BUFHX:

-26.01%

Current Drawdown

PDBZX:

-5.35%

BUFHX:

0.00%

Returns By Period

The year-to-date returns for both stocks are quite close, with PDBZX having a 1.79% return and BUFHX slightly lower at 1.72%. Over the past 10 years, PDBZX has underperformed BUFHX with an annualized return of 2.29%, while BUFHX has yielded a comparatively higher 5.14% annualized return.


PDBZX

YTD

1.79%

1M

-0.84%

6M

0.16%

1Y

5.33%

3Y*

2.36%

5Y*

0.07%

10Y*

2.29%

BUFHX

YTD

1.72%

1M

1.86%

6M

1.88%

1Y

7.60%

3Y*

7.48%

5Y*

7.46%

10Y*

5.14%

*Annualized

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Buffalo High Yield Fund

PDBZX vs. BUFHX - Expense Ratio Comparison

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


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

PDBZX vs. BUFHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PDBZX
The Risk-Adjusted Performance Rank of PDBZX is 7171
Overall Rank
The Sharpe Ratio Rank of PDBZX is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of PDBZX is 8181
Sortino Ratio Rank
The Omega Ratio Rank of PDBZX is 7676
Omega Ratio Rank
The Calmar Ratio Rank of PDBZX is 4949
Calmar Ratio Rank
The Martin Ratio Rank of PDBZX is 6969
Martin Ratio Rank

BUFHX
The Risk-Adjusted Performance Rank of BUFHX is 9494
Overall Rank
The Sharpe Ratio Rank of BUFHX is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFHX is 9393
Sortino Ratio Rank
The Omega Ratio Rank of BUFHX is 9696
Omega Ratio Rank
The Calmar Ratio Rank of BUFHX is 9191
Calmar Ratio Rank
The Martin Ratio Rank of BUFHX is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current PDBZX Sharpe Ratio is 1.14, which is lower than the BUFHX Sharpe Ratio of 2.70. 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.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

PDBZX vs. BUFHX - Dividend Comparison

PDBZX's dividend yield for the trailing twelve months is around 4.31%, less than BUFHX's 6.80% yield.


TTM20242023202220212020201920182017201620152014
PDBZX
PGIM Total Return Bond Fund Class Z
4.31%4.79%4.61%5.12%2.96%2.95%7.12%4.02%2.91%3.91%3.22%3.73%
BUFHX
Buffalo High Yield Fund
6.80%7.47%6.40%8.06%7.25%4.12%4.22%5.18%4.57%6.69%5.51%4.61%

Drawdowns

PDBZX vs. BUFHX - Drawdown Comparison

The maximum PDBZX drawdown since its inception was -20.32%, smaller than the maximum BUFHX drawdown of -26.01%. Use the drawdown chart below to compare losses from any high point for PDBZX and BUFHX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

PDBZX vs. BUFHX - Volatility Comparison

PGIM Total Return Bond Fund Class Z (PDBZX) has a higher volatility of 1.51% compared to Buffalo High Yield Fund (BUFHX) at 0.89%. 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.


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