PGKZX vs. PDBZX
Compare and contrast key facts about PGIM Jennison Technology Fund (PGKZX) and PGIM Total Return Bond Fund Class Z (PDBZX).
PGKZX is managed by PGIM. It was launched on Jun 18, 2018. PDBZX is managed by PGIM. It was launched on Jan 14, 1997.
Performance
PGKZX vs. PDBZX - Performance Comparison
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PGKZX vs. PDBZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PGKZX PGIM Jennison Technology Fund | -7.21% | 16.93% | 43.15% | 65.78% | -38.60% | 15.27% | 64.06% | 33.96% | -8.52% |
PDBZX PGIM Total Return Bond Fund Class Z | -0.28% | 7.70% | 2.87% | 7.70% | -14.33% | -1.46% | 8.01% | 14.76% | 1.76% |
Returns By Period
In the year-to-date period, PGKZX achieves a -7.21% return, which is significantly lower than PDBZX's -0.28% return.
PGKZX
- 1D
- 4.38%
- 1M
- -4.48%
- YTD
- -7.21%
- 6M
- -6.75%
- 1Y
- 27.02%
- 3Y*
- 28.69%
- 5Y*
- 12.92%
- 10Y*
- —
PDBZX
- 1D
- 0.25%
- 1M
- -1.79%
- YTD
- -0.28%
- 6M
- 0.59%
- 1Y
- 4.16%
- 3Y*
- 4.88%
- 5Y*
- 0.96%
- 10Y*
- 2.95%
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PGKZX vs. PDBZX - Expense Ratio Comparison
PGKZX has a 0.85% expense ratio, which is higher than PDBZX's 0.49% expense ratio.
Return for Risk
PGKZX vs. PDBZX — Risk / Return Rank
PGKZX
PDBZX
PGKZX vs. PDBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Technology Fund (PGKZX) and PGIM Total Return Bond Fund Class Z (PDBZX). 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.
| PGKZX | PDBZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.99 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.41 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.63 | +0.03 |
Martin ratioReturn relative to average drawdown | 5.12 | 4.74 | +0.38 |
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
| PGKZX | PDBZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.99 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.16 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 1.09 | -0.45 |
Correlation
The correlation between PGKZX and PDBZX is 0.05, 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.
Dividends
PGKZX vs. PDBZX - Dividend Comparison
PGKZX's dividend yield for the trailing twelve months is around 5.87%, more than PDBZX's 4.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGKZX PGIM Jennison Technology Fund | 5.87% | 5.45% | 7.67% | 0.00% | 0.00% | 9.73% | 4.41% | 0.04% | 0.09% | 0.00% | 0.00% | 0.00% |
PDBZX PGIM Total Return Bond Fund Class Z | 4.18% | 4.54% | 4.79% | 4.60% | 5.73% | 2.73% | 2.94% | 10.36% | 4.01% | 2.87% | 3.92% | 3.33% |
Drawdowns
PGKZX vs. PDBZX - Drawdown Comparison
The maximum PGKZX drawdown since its inception was -48.47%, which is greater than PDBZX's maximum drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for PGKZX and PDBZX.
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Drawdown Indicators
| PGKZX | PDBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.47% | -20.88% | -27.59% |
Max Drawdown (1Y)Largest decline over 1 year | -16.55% | -3.06% | -13.49% |
Max Drawdown (5Y)Largest decline over 5 years | -48.47% | -20.81% | -27.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.88% | — |
Current DrawdownCurrent decline from peak | -12.90% | -2.27% | -10.63% |
Average DrawdownAverage peak-to-trough decline | -11.59% | -2.31% | -9.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.39% | 1.06% | +4.33% |
Volatility
PGKZX vs. PDBZX - Volatility Comparison
PGIM Jennison Technology Fund (PGKZX) has a higher volatility of 8.65% compared to PGIM Total Return Bond Fund Class Z (PDBZX) at 1.71%. This indicates that PGKZX's price experiences larger fluctuations and is considered to be riskier than PDBZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGKZX | PDBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.65% | 1.71% | +6.94% |
Volatility (6M)Calculated over the trailing 6-month period | 17.00% | 2.71% | +14.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.99% | 4.59% | +23.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.08% | 6.00% | +22.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.46% | 5.34% | +23.12% |