PUDZX vs. MAGSX
Compare and contrast key facts about PGIM Real Assets Fund (PUDZX) and Madison Aggressive Allocation Fund (MAGSX).
PUDZX is managed by PGIM. It was launched on Dec 29, 2010. MAGSX is managed by Madison Funds. It was launched on Jun 29, 2006.
Performance
PUDZX vs. MAGSX - Performance Comparison
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PUDZX vs. MAGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PUDZX PGIM Real Assets Fund | 10.39% | 13.40% | 8.61% | 3.26% | -2.76% | 18.49% | 4.84% | 16.29% | -9.20% | 6.22% |
MAGSX Madison Aggressive Allocation Fund | -0.17% | 12.48% | 6.46% | 12.32% | -15.38% | 9.50% | 9.65% | 19.21% | -6.59% | 18.04% |
Returns By Period
In the year-to-date period, PUDZX achieves a 10.39% return, which is significantly higher than MAGSX's -0.17% return. Over the past 10 years, PUDZX has outperformed MAGSX with an annualized return of 7.03%, while MAGSX has yielded a comparatively lower 6.64% annualized return.
PUDZX
- 1D
- 0.19%
- 1M
- -0.38%
- YTD
- 10.39%
- 6M
- 12.63%
- 1Y
- 19.07%
- 3Y*
- 11.93%
- 5Y*
- 9.25%
- 10Y*
- 7.03%
MAGSX
- 1D
- 0.76%
- 1M
- -3.15%
- YTD
- -0.17%
- 6M
- 1.63%
- 1Y
- 12.09%
- 3Y*
- 8.84%
- 5Y*
- 3.81%
- 10Y*
- 6.64%
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PUDZX vs. MAGSX - Expense Ratio Comparison
PUDZX has a 0.25% expense ratio, which is lower than MAGSX's 0.71% expense ratio.
Return for Risk
PUDZX vs. MAGSX — Risk / Return Rank
PUDZX
MAGSX
PUDZX vs. MAGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Real Assets Fund (PUDZX) and Madison Aggressive Allocation Fund (MAGSX). 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.
| PUDZX | MAGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.02 | 0.90 | +1.12 |
Sortino ratioReturn per unit of downside risk | 2.63 | 1.36 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.19 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 1.26 | +1.17 |
Martin ratioReturn relative to average drawdown | 13.52 | 5.31 | +8.21 |
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
| PUDZX | MAGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 0.90 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.32 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.51 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.33 | +0.20 |
Correlation
The correlation between PUDZX and MAGSX is 0.69, 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
PUDZX vs. MAGSX - Dividend Comparison
PUDZX's dividend yield for the trailing twelve months is around 8.09%, more than MAGSX's 6.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUDZX PGIM Real Assets Fund | 8.09% | 8.93% | 6.67% | 3.66% | 9.10% | 13.00% | 4.94% | 3.40% | 2.14% | 2.10% | 1.39% | 1.72% |
MAGSX Madison Aggressive Allocation Fund | 6.18% | 6.17% | 2.02% | 1.89% | 1.26% | 9.97% | 8.66% | 5.42% | 10.79% | 5.89% | 3.82% | 9.57% |
Drawdowns
PUDZX vs. MAGSX - Drawdown Comparison
The maximum PUDZX drawdown since its inception was -21.53%, smaller than the maximum MAGSX drawdown of -56.06%. Use the drawdown chart below to compare losses from any high point for PUDZX and MAGSX.
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Drawdown Indicators
| PUDZX | MAGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.53% | -56.06% | +34.53% |
Max Drawdown (1Y)Largest decline over 1 year | -6.65% | -8.63% | +1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -17.98% | -21.13% | +3.15% |
Max Drawdown (10Y)Largest decline over 10 years | -21.53% | -23.20% | +1.67% |
Current DrawdownCurrent decline from peak | -1.41% | -5.73% | +4.32% |
Average DrawdownAverage peak-to-trough decline | -5.31% | -9.54% | +4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 2.41% | -0.94% |
Volatility
PUDZX vs. MAGSX - Volatility Comparison
The current volatility for PGIM Real Assets Fund (PUDZX) is 2.53%, while Madison Aggressive Allocation Fund (MAGSX) has a volatility of 5.01%. This indicates that PUDZX experiences smaller price fluctuations and is considered to be less risky than MAGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PUDZX | MAGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.53% | 5.01% | -2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 6.29% | 8.19% | -1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.71% | 14.18% | -4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.58% | 12.07% | -1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.70% | 13.01% | -3.31% |