PTRQX vs. WACPX
Compare and contrast key facts about PGIM Total Return Bond R6 (PTRQX) and Western Asset Core Plus Bond Fund Class I (WACPX).
PTRQX is managed by PGIM. It was launched on Dec 27, 2010. WACPX is managed by Franklin Templeton. It was launched on Jul 8, 1998.
Performance
PTRQX vs. WACPX - Performance Comparison
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PTRQX vs. WACPX - 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% |
WACPX Western Asset Core Plus Bond Fund Class I | -0.86% | 7.99% | -0.77% | 7.51% | -18.79% | -2.24% | 9.42% | 12.29% | -1.47% | 7.10% |
Returns By Period
In the year-to-date period, PTRQX achieves a -0.35% return, which is significantly higher than WACPX's -0.86% return. Over the past 10 years, PTRQX has outperformed WACPX with an annualized return of 2.66%, while WACPX has yielded a comparatively lower 1.85% 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%
WACPX
- 1D
- 0.33%
- 1M
- -2.23%
- YTD
- -0.86%
- 6M
- -0.01%
- 1Y
- 3.64%
- 3Y*
- 3.37%
- 5Y*
- -1.04%
- 10Y*
- 1.85%
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PTRQX vs. WACPX - Expense Ratio Comparison
PTRQX has a 0.39% expense ratio, which is lower than WACPX's 0.45% expense ratio.
Return for Risk
PTRQX vs. WACPX — Risk / Return Rank
PTRQX
WACPX
PTRQX vs. WACPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond R6 (PTRQX) and Western Asset Core Plus Bond Fund Class I (WACPX). 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 | WACPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.83 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.20 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.14 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.22 | +0.44 |
Martin ratioReturn relative to average drawdown | 4.93 | 4.12 | +0.81 |
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 | WACPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.83 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | -0.14 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.30 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.90 | -0.15 |
Correlation
The correlation between PTRQX and WACPX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PTRQX vs. WACPX - Dividend Comparison
PTRQX's dividend yield for the trailing twelve months is around 4.27%, less than WACPX's 4.38% 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% |
WACPX Western Asset Core Plus Bond Fund Class I | 4.38% | 4.70% | 4.80% | 4.88% | 3.46% | 2.99% | 4.12% | 4.98% | 4.01% | 3.30% | 4.77% | 3.19% |
Drawdowns
PTRQX vs. WACPX - Drawdown Comparison
The maximum PTRQX drawdown since its inception was -20.72%, smaller than the maximum WACPX drawdown of -25.86%. Use the drawdown chart below to compare losses from any high point for PTRQX and WACPX.
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Drawdown Indicators
| PTRQX | WACPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.72% | -25.86% | +5.14% |
Max Drawdown (1Y)Largest decline over 1 year | -3.08% | -3.60% | +0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -20.69% | -25.46% | +4.77% |
Max Drawdown (10Y)Largest decline over 10 years | -20.72% | -25.86% | +5.14% |
Current DrawdownCurrent decline from peak | -2.35% | -9.33% | +6.98% |
Average DrawdownAverage peak-to-trough decline | -3.31% | -3.58% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 1.06% | -0.02% |
Volatility
PTRQX vs. WACPX - Volatility Comparison
The current volatility for PGIM Total Return Bond R6 (PTRQX) is 1.58%, while Western Asset Core Plus Bond Fund Class I (WACPX) has a volatility of 1.75%. This indicates that PTRQX experiences smaller price fluctuations and is considered to be less risky than WACPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTRQX | WACPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 1.75% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 2.79% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.48% | 4.72% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.98% | 7.39% | -1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.22% | 6.15% | -0.93% |