PUCZX vs. JSOSX
Compare and contrast key facts about PGIM Strategic Bond Fund Class Z (PUCZX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX).
PUCZX is managed by Prudential. It was launched on Jul 9, 2015. JSOSX is managed by JPMorgan. It was launched on Oct 10, 2008.
Performance
PUCZX vs. JSOSX - Performance Comparison
Loading graphics...
PUCZX vs. JSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PUCZX PGIM Strategic Bond Fund Class Z | -0.93% | 8.47% | 6.46% | 8.20% | -13.74% | 0.05% | 6.28% | 14.89% | 1.09% | 7.48% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 0.41% | 3.70% | 5.45% | 5.25% | 0.46% | 0.64% | 1.55% | 3.97% | 0.77% | 3.34% |
Returns By Period
In the year-to-date period, PUCZX achieves a -0.93% return, which is significantly lower than JSOSX's 0.41% return. Over the past 10 years, PUCZX has outperformed JSOSX with an annualized return of 4.47%, while JSOSX has yielded a comparatively lower 3.32% annualized return.
PUCZX
- 1D
- 0.48%
- 1M
- -2.65%
- YTD
- -0.93%
- 6M
- 0.58%
- 1Y
- 4.57%
- 3Y*
- 6.76%
- 5Y*
- 1.92%
- 10Y*
- 4.47%
JSOSX
- 1D
- 0.00%
- 1M
- -0.26%
- YTD
- 0.41%
- 6M
- 1.32%
- 1Y
- 3.43%
- 3Y*
- 4.66%
- 5Y*
- 3.10%
- 10Y*
- 3.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PUCZX vs. JSOSX - Expense Ratio Comparison
PUCZX has a 0.62% expense ratio, which is lower than JSOSX's 0.77% expense ratio.
Return for Risk
PUCZX vs. JSOSX — Risk / Return Rank
PUCZX
JSOSX
PUCZX vs. JSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Strategic Bond Fund Class Z (PUCZX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX). 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.
| PUCZX | JSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 5.06 | -3.72 |
Sortino ratioReturn per unit of downside risk | 1.93 | 9.95 | -8.02 |
Omega ratioGain probability vs. loss probability | 1.25 | 3.85 | -2.61 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 13.42 | -11.68 |
Martin ratioReturn relative to average drawdown | 6.46 | 93.93 | -87.47 |
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
| PUCZX | JSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 5.06 | -3.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 3.99 | -3.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.96 | 2.59 | -1.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 1.98 | -1.02 |
Correlation
The correlation between PUCZX and JSOSX is 0.14, 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
PUCZX vs. JSOSX - Dividend Comparison
PUCZX's dividend yield for the trailing twelve months is around 4.75%, more than JSOSX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUCZX PGIM Strategic Bond Fund Class Z | 4.75% | 5.12% | 6.40% | 7.62% | 5.17% | 3.65% | 5.06% | 8.81% | 4.56% | 4.52% | 6.49% | 0.00% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 3.74% | 3.82% | 5.05% | 4.77% | 1.69% | 0.55% | 1.26% | 2.85% | 3.00% | 3.21% | 4.30% | 3.44% |
Drawdowns
PUCZX vs. JSOSX - Drawdown Comparison
The maximum PUCZX drawdown since its inception was -18.60%, which is greater than JSOSX's maximum drawdown of -6.40%. Use the drawdown chart below to compare losses from any high point for PUCZX and JSOSX.
Loading graphics...
Drawdown Indicators
| PUCZX | JSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.60% | -6.40% | -12.20% |
Max Drawdown (1Y)Largest decline over 1 year | -3.11% | -0.26% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -18.60% | -0.98% | -17.62% |
Max Drawdown (10Y)Largest decline over 10 years | -18.60% | -6.19% | -12.41% |
Current DrawdownCurrent decline from peak | -2.65% | -0.26% | -2.39% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -0.47% | -2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 0.04% | +0.80% |
Volatility
PUCZX vs. JSOSX - Volatility Comparison
PGIM Strategic Bond Fund Class Z (PUCZX) has a higher volatility of 1.62% compared to JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) at 0.34%. This indicates that PUCZX's price experiences larger fluctuations and is considered to be riskier than JSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PUCZX | JSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.62% | 0.34% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 2.44% | 0.50% | +1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.87% | 0.68% | +3.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.59% | 0.78% | +3.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.69% | 1.29% | +3.40% |