PTRQX vs. VBTIX

In the year-to-date period, PTRQX achieves a 1.43% return, which is significantly lower than VBTIX's 1.82% return. Over the past 10 years, PTRQX has outperformed VBTIX with an annualized return of 1.91%, while VBTIX has yielded a comparatively lower 1.47% annualized return.

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PTRQX has a 0.39% expense ratio, which is higher than VBTIX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond R6 (PTRQX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX). 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.

The current PTRQX Sharpe Ratio is 1.04, which is comparable to the VBTIX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of PTRQX and VBTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PTRQX's dividend yield for the trailing twelve months is around 4.41%, more than VBTIX's 3.45% yield.

The maximum PTRQX drawdown since its inception was -20.19%, which is greater than VBTIX's maximum drawdown of -19.01%. Use the drawdown chart below to compare losses from any high point for PTRQX and VBTIX. For additional features, visit the drawdowns tool.

PGIM Total Return Bond R6 (PTRQX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) have volatilities of 1.58% and 1.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.