PTRQX vs. PSCZX
Compare and contrast key facts about PGIM Total Return Bond R6 (PTRQX) and PGIM Jennison Small Company Fund Class Z (PSCZX).
PTRQX is managed by PGIM. It was launched on Dec 27, 2010. PSCZX is an actively managed fund by PGIM. It was launched on Mar 1, 1996.
Performance
PTRQX vs. PSCZX - Performance Comparison
Loading graphics...
PTRQX vs. PSCZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTRQX PGIM Total Return Bond R6 | -0.59% | 7.81% | 3.06% | 7.80% | -14.30% | -1.37% | 8.13% | 10.85% | -0.73% | 6.67% |
PSCZX PGIM Jennison Small Company Fund Class Z | -2.55% | 7.29% | 16.22% | 11.85% | -18.57% | 29.43% | 27.53% | 40.68% | -13.42% | 19.81% |
Returns By Period
In the year-to-date period, PTRQX achieves a -0.59% return, which is significantly higher than PSCZX's -2.55% return. Over the past 10 years, PTRQX has underperformed PSCZX with an annualized return of 2.64%, while PSCZX has yielded a comparatively higher 11.63% annualized return.
PTRQX
- 1D
- 0.50%
- 1M
- -2.59%
- YTD
- -0.59%
- 6M
- 0.54%
- 1Y
- 4.26%
- 3Y*
- 4.89%
- 5Y*
- 1.09%
- 10Y*
- 2.64%
PSCZX
- 1D
- -1.29%
- 1M
- -9.26%
- YTD
- -2.55%
- 6M
- 2.77%
- 1Y
- 13.91%
- 3Y*
- 9.48%
- 5Y*
- 5.05%
- 10Y*
- 11.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PTRQX vs. PSCZX - Expense Ratio Comparison
PTRQX has a 0.39% expense ratio, which is lower than PSCZX's 0.82% expense ratio.
Return for Risk
PTRQX vs. PSCZX — Risk / Return Rank
PTRQX
PSCZX
PTRQX vs. PSCZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond R6 (PTRQX) and PGIM Jennison Small Company Fund Class Z (PSCZX). 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.
| PTRQX | PSCZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.66 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.05 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 0.81 | +0.94 |
Martin ratioReturn relative to average drawdown | 5.23 | 3.37 | +1.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PTRQX | PSCZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.66 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.25 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.53 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.45 | +0.29 |
Correlation
The correlation between PTRQX and PSCZX is -0.07. 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.
Dividends
PTRQX vs. PSCZX - Dividend Comparison
PTRQX's dividend yield for the trailing twelve months is around 4.28%, less than PSCZX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTRQX PGIM Total Return Bond R6 | 4.28% | 4.63% | 4.89% | 4.70% | 5.83% | 2.82% | 3.05% | 6.95% | 3.99% | 2.93% | 4.01% | 3.11% |
PSCZX PGIM Jennison Small Company Fund Class Z | 7.05% | 6.87% | 4.72% | 0.50% | 3.67% | 31.87% | 13.30% | 16.41% | 19.48% | 7.97% | 5.32% | 14.40% |
Drawdowns
PTRQX vs. PSCZX - Drawdown Comparison
The maximum PTRQX drawdown since its inception was -20.72%, smaller than the maximum PSCZX drawdown of -56.47%. Use the drawdown chart below to compare losses from any high point for PTRQX and PSCZX.
Loading graphics...
Drawdown Indicators
| PTRQX | PSCZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.72% | -56.47% | +35.75% |
Max Drawdown (1Y)Largest decline over 1 year | -3.08% | -14.37% | +11.29% |
Max Drawdown (5Y)Largest decline over 5 years | -20.69% | -28.08% | +7.39% |
Max Drawdown (10Y)Largest decline over 10 years | -20.72% | -47.40% | +26.68% |
Current DrawdownCurrent decline from peak | -2.59% | -9.83% | +7.24% |
Average DrawdownAverage peak-to-trough decline | -3.31% | -10.11% | +6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 3.43% | -2.40% |
Volatility
PTRQX vs. PSCZX - Volatility Comparison
The current volatility for PGIM Total Return Bond R6 (PTRQX) is 1.59%, while PGIM Jennison Small Company Fund Class Z (PSCZX) has a volatility of 6.41%. This indicates that PTRQX experiences smaller price fluctuations and is considered to be less risky than PSCZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PTRQX | PSCZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 6.41% | -4.82% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 11.92% | -9.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.48% | 20.70% | -16.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.98% | 20.20% | -14.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.22% | 22.05% | -16.83% |