PortfoliosLab logoPortfoliosLab logo
PRNMX vs. PDBZX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PRNMX vs. PDBZX - Performance Comparison

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

Loading graphics...

PRNMX vs. PDBZX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PRNMX
PGIM National Muni Fund
-0.54%5.76%1.77%5.10%-8.55%0.97%4.08%7.13%0.55%4.66%
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

The year-to-date returns for both investments are quite close, with PRNMX having a -0.54% return and PDBZX slightly higher at -0.53%. Over the past 10 years, PRNMX has underperformed PDBZX with an annualized return of 1.89%, while PDBZX has yielded a comparatively higher 2.93% annualized return.


PRNMX

1D
0.07%
1M
-2.59%
YTD
-0.54%
6M
1.00%
1Y
4.11%
3Y*
3.31%
5Y*
0.84%
10Y*
1.89%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


PRNMX vs. PDBZX - Expense Ratio Comparison

PRNMX has a 0.61% expense ratio, which is higher than PDBZX's 0.49% expense ratio.


Return for Risk

PRNMX vs. PDBZX — Risk / Return Rank

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

PRNMX
PRNMX Risk / Return Rank: 6666
Overall Rank
PRNMX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
PRNMX Sortino Ratio Rank: 6363
Sortino Ratio Rank
PRNMX Omega Ratio Rank: 9191
Omega Ratio Rank
PRNMX Calmar Ratio Rank: 5555
Calmar Ratio Rank
PRNMX Martin Ratio Rank: 5555
Martin Ratio Rank

PDBZX
PDBZX Risk / Return Rank: 5757
Overall Rank
PDBZX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
PDBZX Sortino Ratio Rank: 5757
Sortino Ratio Rank
PDBZX Omega Ratio Rank: 4343
Omega Ratio Rank
PDBZX Calmar Ratio Rank: 7676
Calmar Ratio Rank
PDBZX Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PRNMX vs. PDBZX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PGIM National Muni Fund (PRNMX) 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.


PRNMXPDBZXDifference

Sharpe ratio

Return per unit of total volatility

1.19

1.04

+0.15

Sortino ratio

Return per unit of downside risk

1.61

1.48

+0.13

Omega ratio

Gain probability vs. loss probability

1.42

1.18

+0.23

Calmar ratio

Return relative to maximum drawdown

1.31

1.75

-0.44

Martin ratio

Return relative to average drawdown

5.31

5.12

+0.19

PRNMX vs. PDBZX - Sharpe Ratio Comparison

The current PRNMX Sharpe Ratio is 1.19, which is comparable to the PDBZX Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of PRNMX and PDBZX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


PRNMXPDBZXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.19

1.04

+0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

0.17

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.55

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

1.22

1.09

+0.13

Correlation

The correlation between PRNMX and PDBZX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

PRNMX vs. PDBZX - Dividend Comparison

PRNMX's dividend yield for the trailing twelve months is around 3.23%, less than PDBZX's 4.19% yield.


TTM20252024202320222021202020192018201720162015
PRNMX
PGIM National Muni Fund
3.23%4.17%2.98%1.97%1.71%1.69%2.50%2.80%3.35%3.39%3.61%3.31%
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

PRNMX vs. PDBZX - Drawdown Comparison

The maximum PRNMX drawdown since its inception was -12.72%, smaller than the maximum PDBZX drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for PRNMX and PDBZX.


Loading graphics...

Drawdown Indicators


PRNMXPDBZXDifference

Max Drawdown

Largest peak-to-trough decline

-12.72%

-20.88%

+8.16%

Max Drawdown (1Y)

Largest decline over 1 year

-3.72%

-3.06%

-0.66%

Max Drawdown (5Y)

Largest decline over 5 years

-12.61%

-20.81%

+8.20%

Max Drawdown (10Y)

Largest decline over 10 years

-12.72%

-20.88%

+8.16%

Current Drawdown

Current decline from peak

-2.59%

-2.52%

-0.07%

Average Drawdown

Average peak-to-trough decline

-1.97%

-2.31%

+0.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.92%

1.05%

-0.13%

Volatility

PRNMX vs. PDBZX - Volatility Comparison

The current volatility for PGIM National Muni Fund (PRNMX) is 0.80%, while PGIM Total Return Bond Fund Class Z (PDBZX) has a volatility of 1.72%. This indicates that PRNMX experiences smaller price fluctuations and is considered to be less risky than PDBZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


PRNMXPDBZXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.80%

1.72%

-0.92%

Volatility (6M)

Calculated over the trailing 6-month period

1.38%

2.71%

-1.33%

Volatility (1Y)

Calculated over the trailing 1-year period

4.16%

4.59%

-0.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.98%

6.00%

-3.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.54%

5.34%

-1.80%