PTRQX vs. VTINX
Compare and contrast key facts about PGIM Total Return Bond R6 (PTRQX) and Vanguard Target Retirement Income Fund (VTINX).
PTRQX is managed by PGIM. It was launched on Dec 27, 2010. VTINX is managed by Vanguard. It was launched on Oct 27, 2003.
Performance
PTRQX vs. VTINX - Performance Comparison
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PTRQX vs. VTINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTRQX PGIM Total Return Bond R6 | -0.35% | 7.81% | 3.06% | 7.80% | -14.30% | -1.37% | 8.13% | 10.85% | -0.73% | 6.67% |
VTINX Vanguard Target Retirement Income Fund | -0.46% | 11.31% | 6.66% | 10.66% | -12.75% | 5.24% | 10.02% | 13.16% | -1.98% | 7.46% |
Returns By Period
In the year-to-date period, PTRQX achieves a -0.35% return, which is significantly higher than VTINX's -0.46% return. Over the past 10 years, PTRQX has underperformed VTINX with an annualized return of 2.66%, while VTINX has yielded a comparatively higher 4.94% annualized return.
PTRQX
- 1D
- 0.25%
- 1M
- -1.87%
- YTD
- -0.35%
- 6M
- 0.55%
- 1Y
- 4.17%
- 3Y*
- 4.98%
- 5Y*
- 1.05%
- 10Y*
- 2.66%
VTINX
- 1D
- 0.96%
- 1M
- -2.70%
- YTD
- -0.46%
- 6M
- 0.80%
- 1Y
- 9.06%
- 3Y*
- 7.86%
- 5Y*
- 3.59%
- 10Y*
- 4.94%
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PTRQX vs. VTINX - Expense Ratio Comparison
PTRQX has a 0.39% expense ratio, which is higher than VTINX's 0.08% expense ratio.
Return for Risk
PTRQX vs. VTINX — Risk / Return Rank
PTRQX
VTINX
PTRQX vs. VTINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond R6 (PTRQX) and Vanguard Target Retirement Income Fund (VTINX). 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 | VTINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.67 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.44 | 2.39 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.34 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 2.29 | -0.63 |
Martin ratioReturn relative to average drawdown | 4.93 | 9.59 | -4.66 |
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
| PTRQX | VTINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.67 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.60 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.87 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.90 | -0.15 |
Correlation
The correlation between PTRQX and VTINX is 0.34, 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
PTRQX vs. VTINX - Dividend Comparison
PTRQX's dividend yield for the trailing twelve months is around 4.27%, less than VTINX's 5.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTRQX PGIM Total Return Bond R6 | 4.27% | 4.63% | 4.89% | 4.70% | 5.83% | 2.82% | 3.05% | 6.95% | 3.99% | 2.93% | 4.01% | 3.11% |
VTINX Vanguard Target Retirement Income Fund | 5.05% | 5.02% | 5.89% | 4.01% | 3.08% | 8.63% | 3.42% | 2.62% | 4.19% | 1.56% | 2.27% | 3.53% |
Drawdowns
PTRQX vs. VTINX - Drawdown Comparison
The maximum PTRQX drawdown since its inception was -20.72%, roughly equal to the maximum VTINX drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for PTRQX and VTINX.
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Drawdown Indicators
| PTRQX | VTINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.72% | -19.96% | -0.76% |
Max Drawdown (1Y)Largest decline over 1 year | -3.08% | -4.14% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -20.69% | -17.02% | -3.67% |
Max Drawdown (10Y)Largest decline over 10 years | -20.72% | -17.02% | -3.70% |
Current DrawdownCurrent decline from peak | -2.35% | -3.04% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -3.31% | -2.21% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 0.99% | +0.05% |
Volatility
PTRQX vs. VTINX - Volatility Comparison
The current volatility for PGIM Total Return Bond R6 (PTRQX) is 1.58%, while Vanguard Target Retirement Income Fund (VTINX) has a volatility of 2.50%. This indicates that PTRQX experiences smaller price fluctuations and is considered to be less risky than VTINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTRQX | VTINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 2.50% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 3.59% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.48% | 5.60% | -1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.98% | 6.01% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.22% | 5.69% | -0.47% |