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PTRQX vs. VBTLX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PTRQX vs. VBTLX

Last updated May 12, 2025

Compare and contrast key facts about PGIM Total Return Bond R6 (PTRQX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).

PTRQX is managed by PGIM Funds (Prudential). It was launched on Dec 27, 2010. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTRQX or VBTLX.

Correlation

The correlation between PTRQX and VBTLX is -0.80. 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.

Performance

PTRQX vs. VBTLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PGIM Total Return Bond R6 (PTRQX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

PTRQX:

5.44%

VBTLX:

5.30%

Max Drawdown

PTRQX:

-0.50%

VBTLX:

-0.52%

Current Drawdown

PTRQX:

-0.42%

VBTLX:

-0.42%

Returns By Period

PTRQX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VBTLX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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PTRQX vs. VBTLX - Expense Ratio Comparison

PTRQX has a 0.39% expense ratio, which is higher than VBTLX's 0.05% expense ratio.

PTRQX
PGIM Total Return Bond R6
VBTLX
Vanguard Total Bond Market Index Fund Admiral Shares

Risk-Adjusted Performance

PTRQX vs. VBTLX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PTRQX
The Risk-Adjusted Performance Rank of PTRQX is 7777
Overall Rank
The Sharpe Ratio Rank of PTRQX is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of PTRQX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of PTRQX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of PTRQX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of PTRQX is 7575
Martin Ratio Rank
VBTLX
The Risk-Adjusted Performance Rank of VBTLX is 7272
Overall Rank
The Sharpe Ratio Rank of VBTLX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of VBTLX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of VBTLX is 7676
Omega Ratio Rank
The Calmar Ratio Rank of VBTLX is 5858
Calmar Ratio Rank
The Martin Ratio Rank of VBTLX is 6868
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PTRQX vs. VBTLX - Risk-Adjusted Performance Comparison

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

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Dividends

PTRQX vs. VBTLX - Dividend Comparison

PTRQX's dividend yield for the trailing twelve months is around 4.40%, more than VBTLX's 3.44% yield.

TTM20242023202220212020201920182017201620152014
PTRQX
PGIM Total Return Bond R6		4.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VBTLX
Vanguard Total Bond Market Index Fund Admiral Shares		3.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PTRQX vs. VBTLX - Drawdown Comparison

The maximum PTRQX drawdown since its inception was -0.50%, roughly equal to the maximum VBTLX drawdown of -0.52%. Use the drawdown chart below to compare losses from any high point for PTRQX and VBTLX. For additional features, visit the drawdowns tool.

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Volatility

PTRQX vs. VBTLX - Volatility Comparison

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