PGTQX vs. AAFTX
Compare and contrast key facts about PGIM Global Total Return Fund - Class R6 (PGTQX) and American Funds 2035 Target Date Retirement Fund (AAFTX).
PGTQX is managed by PGIM. It was launched on Feb 3, 2012. AAFTX is managed by American Funds. It was launched on Jan 31, 2007.
Performance
PGTQX vs. AAFTX - Performance Comparison
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PGTQX vs. AAFTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGTQX PGIM Global Total Return Fund - Class R6 | -1.60% | 11.14% | 0.31% | 8.46% | -22.33% | -5.95% | 10.07% | 15.22% | -1.59% | 13.59% |
AAFTX American Funds 2035 Target Date Retirement Fund | -1.92% | 16.77% | 12.40% | 16.50% | -16.53% | 15.20% | 17.23% | 22.81% | -5.48% | 20.68% |
Returns By Period
In the year-to-date period, PGTQX achieves a -1.60% return, which is significantly higher than AAFTX's -1.92% return. Over the past 10 years, PGTQX has underperformed AAFTX with an annualized return of 1.82%, while AAFTX has yielded a comparatively higher 9.73% annualized return.
PGTQX
- 1D
- 0.76%
- 1M
- -3.11%
- YTD
- -1.60%
- 6M
- -1.16%
- 1Y
- 5.28%
- 3Y*
- 4.91%
- 5Y*
- -1.40%
- 10Y*
- 1.82%
AAFTX
- 1D
- 1.89%
- 1M
- -4.70%
- YTD
- -1.92%
- 6M
- 0.05%
- 1Y
- 13.81%
- 3Y*
- 12.60%
- 5Y*
- 6.63%
- 10Y*
- 9.73%
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PGTQX vs. AAFTX - Expense Ratio Comparison
PGTQX has a 0.54% expense ratio, which is higher than AAFTX's 0.33% expense ratio.
Return for Risk
PGTQX vs. AAFTX — Risk / Return Rank
PGTQX
AAFTX
PGTQX vs. AAFTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Global Total Return Fund - Class R6 (PGTQX) and American Funds 2035 Target Date Retirement Fund (AAFTX). 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.
| PGTQX | AAFTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.33 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.96 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.91 | -0.59 |
Martin ratioReturn relative to average drawdown | 5.40 | 8.22 | -2.82 |
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
| PGTQX | AAFTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.33 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.58 | -0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 0.77 | -0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.50 | -0.39 |
Correlation
The correlation between PGTQX and AAFTX is 0.22, 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
PGTQX vs. AAFTX - Dividend Comparison
PGTQX's dividend yield for the trailing twelve months is around 3.70%, less than AAFTX's 6.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGTQX PGIM Global Total Return Fund - Class R6 | 3.70% | 4.00% | 4.47% | 2.96% | 3.53% | 3.36% | 3.94% | 8.65% | 3.63% | 3.41% | 4.02% | 3.85% |
AAFTX American Funds 2035 Target Date Retirement Fund | 6.10% | 5.99% | 4.26% | 2.61% | 5.43% | 5.25% | 3.53% | 4.21% | 4.80% | 2.38% | 3.52% | 5.63% |
Drawdowns
PGTQX vs. AAFTX - Drawdown Comparison
The maximum PGTQX drawdown since its inception was -44.72%, smaller than the maximum AAFTX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for PGTQX and AAFTX.
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Drawdown Indicators
| PGTQX | AAFTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.72% | -49.89% | +5.17% |
Max Drawdown (1Y)Largest decline over 1 year | -4.55% | -7.54% | +2.99% |
Max Drawdown (5Y)Largest decline over 5 years | -31.46% | -23.31% | -8.15% |
Max Drawdown (10Y)Largest decline over 10 years | -44.72% | -26.72% | -18.00% |
Current DrawdownCurrent decline from peak | -28.24% | -5.23% | -23.01% |
Average DrawdownAverage peak-to-trough decline | -20.09% | -6.85% | -13.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.12% | 1.75% | -0.63% |
Volatility
PGTQX vs. AAFTX - Volatility Comparison
The current volatility for PGIM Global Total Return Fund - Class R6 (PGTQX) is 2.22%, while American Funds 2035 Target Date Retirement Fund (AAFTX) has a volatility of 4.03%. This indicates that PGTQX experiences smaller price fluctuations and is considered to be less risky than AAFTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGTQX | AAFTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.22% | 4.03% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 3.31% | 6.60% | -3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.24% | 10.79% | -5.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.50% | 11.43% | -4.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.51% | 12.71% | +8.80% |