PUCZX vs. VTBNX
Compare and contrast key facts about PGIM Strategic Bond Fund Class Z (PUCZX) and Vanguard Total Bond Market II Index Fund (VTBNX).
PUCZX is managed by Prudential. It was launched on Jul 9, 2015. VTBNX is managed by Vanguard.
Performance
PUCZX vs. VTBNX - Performance Comparison
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PUCZX vs. VTBNX - 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% |
VTBNX Vanguard Total Bond Market II Index Fund | -0.60% | 7.18% | 1.32% | 5.68% | -13.12% | -1.82% | 7.39% | 8.71% | -0.27% | 3.62% |
Returns By Period
In the year-to-date period, PUCZX achieves a -0.93% return, which is significantly lower than VTBNX's -0.60% return. Over the past 10 years, PUCZX has outperformed VTBNX with an annualized return of 4.47%, while VTBNX has yielded a comparatively lower 1.56% 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%
VTBNX
- 1D
- 0.42%
- 1M
- -2.26%
- YTD
- -0.60%
- 6M
- 0.40%
- 1Y
- 3.62%
- 3Y*
- 3.40%
- 5Y*
- 0.22%
- 10Y*
- 1.56%
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PUCZX vs. VTBNX - Expense Ratio Comparison
PUCZX has a 0.62% expense ratio, which is higher than VTBNX's 0.02% expense ratio.
Return for Risk
PUCZX vs. VTBNX — Risk / Return Rank
PUCZX
VTBNX
PUCZX vs. VTBNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Strategic Bond Fund Class Z (PUCZX) and Vanguard Total Bond Market II Index Fund (VTBNX). 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 | VTBNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.98 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.41 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.77 | -0.04 |
Martin ratioReturn relative to average drawdown | 6.46 | 5.02 | +1.44 |
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
| PUCZX | VTBNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.98 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.04 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.96 | 0.32 | +0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.36 | +0.60 |
Correlation
The correlation between PUCZX and VTBNX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PUCZX vs. VTBNX - Dividend Comparison
PUCZX's dividend yield for the trailing twelve months is around 4.75%, more than VTBNX's 3.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VTBNX Vanguard Total Bond Market II Index Fund | 3.68% | 3.95% | 3.77% | 3.13% | 2.54% | 1.82% | 3.12% | 2.79% | 2.56% | 2.52% | 2.55% |
Drawdowns
PUCZX vs. VTBNX - Drawdown Comparison
The maximum PUCZX drawdown since its inception was -18.60%, roughly equal to the maximum VTBNX drawdown of -18.71%. Use the drawdown chart below to compare losses from any high point for PUCZX and VTBNX.
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Drawdown Indicators
| PUCZX | VTBNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.60% | -18.71% | +0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -3.11% | -2.67% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -18.60% | -18.05% | -0.55% |
Max Drawdown (10Y)Largest decline over 10 years | -18.60% | -18.71% | +0.11% |
Current DrawdownCurrent decline from peak | -2.65% | -3.11% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -4.91% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 0.94% | -0.10% |
Volatility
PUCZX vs. VTBNX - Volatility Comparison
PGIM Strategic Bond Fund Class Z (PUCZX) has a higher volatility of 1.62% compared to Vanguard Total Bond Market II Index Fund (VTBNX) at 1.52%. This indicates that PUCZX's price experiences larger fluctuations and is considered to be riskier than VTBNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PUCZX | VTBNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.62% | 1.52% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.44% | 2.54% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.87% | 4.32% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.59% | 5.92% | -1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.69% | 4.91% | -0.22% |