PJEZX vs. PDBZX
Compare and contrast key facts about PGIM US Real Estate Fund (PJEZX) and PGIM Total Return Bond Fund Class Z (PDBZX).
PJEZX is managed by PGIM. It was launched on Dec 21, 2010. PDBZX is managed by PGIM. It was launched on Jan 14, 1997.
Performance
PJEZX vs. PDBZX - Performance Comparison
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PJEZX vs. PDBZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PJEZX PGIM US Real Estate Fund | 4.16% | 2.49% | 13.08% | 15.85% | -27.26% | 48.32% | -4.86% | 44.30% | -3.54% | 5.60% |
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% |
Returns By Period
In the year-to-date period, PJEZX achieves a 4.16% return, which is significantly higher than PDBZX's -0.53% return. Over the past 10 years, PJEZX has outperformed PDBZX with an annualized return of 7.97%, while PDBZX has yielded a comparatively lower 2.93% annualized return.
PJEZX
- 1D
- 0.19%
- 1M
- -6.50%
- YTD
- 4.16%
- 6M
- 2.24%
- 1Y
- 6.37%
- 3Y*
- 10.22%
- 5Y*
- 6.49%
- 10Y*
- 7.97%
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%
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PJEZX vs. PDBZX - Expense Ratio Comparison
PJEZX has a 1.00% expense ratio, which is higher than PDBZX's 0.49% expense ratio.
Return for Risk
PJEZX vs. PDBZX — Risk / Return Rank
PJEZX
PDBZX
PJEZX vs. PDBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM US Real Estate Fund (PJEZX) 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.
| PJEZX | PDBZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.04 | -0.60 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.48 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.18 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.75 | -1.19 |
Martin ratioReturn relative to average drawdown | 2.43 | 5.12 | -2.69 |
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
| PJEZX | PDBZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.04 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.17 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.55 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 1.09 | -0.64 |
Correlation
The correlation between PJEZX and PDBZX is 0.15, 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
PJEZX vs. PDBZX - Dividend Comparison
PJEZX's dividend yield for the trailing twelve months is around 1.92%, less than PDBZX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PJEZX PGIM US Real Estate Fund | 1.92% | 2.05% | 1.93% | 1.65% | 3.21% | 9.54% | 1.56% | 13.21% | 5.43% | 6.31% | 15.48% | 9.39% |
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% |
Drawdowns
PJEZX vs. PDBZX - Drawdown Comparison
The maximum PJEZX drawdown since its inception was -43.43%, which is greater than PDBZX's maximum drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for PJEZX and PDBZX.
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Drawdown Indicators
| PJEZX | PDBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.43% | -20.88% | -22.55% |
Max Drawdown (1Y)Largest decline over 1 year | -13.12% | -3.06% | -10.06% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -20.81% | -13.79% |
Max Drawdown (10Y)Largest decline over 10 years | -43.43% | -20.88% | -22.55% |
Current DrawdownCurrent decline from peak | -7.15% | -2.52% | -4.63% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -2.31% | -5.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 1.05% | +1.98% |
Volatility
PJEZX vs. PDBZX - Volatility Comparison
PGIM US Real Estate Fund (PJEZX) has a higher volatility of 4.73% compared to PGIM Total Return Bond Fund Class Z (PDBZX) at 1.72%. This indicates that PJEZX'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
| PJEZX | PDBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 1.72% | +3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 2.71% | +6.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 4.59% | +12.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 6.00% | +12.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.14% | 5.34% | +15.80% |