PUDZX vs. TPDAX
Compare and contrast key facts about PGIM Real Assets Fund (PUDZX) and Timothy Plan Defensive Strategies Fund (TPDAX).
PUDZX is managed by PGIM. It was launched on Dec 29, 2010. TPDAX is managed by Timothy Plan. It was launched on Nov 3, 2009.
Performance
PUDZX vs. TPDAX - Performance Comparison
Loading graphics...
PUDZX vs. TPDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PUDZX PGIM Real Assets Fund | 10.18% | 13.40% | 8.61% | 3.26% | -2.76% | 18.49% | 4.84% | 16.29% | -9.20% | 6.22% |
TPDAX Timothy Plan Defensive Strategies Fund | 9.31% | 23.97% | 5.29% | 7.71% | -5.63% | 12.15% | 8.83% | 13.77% | -7.24% | 4.14% |
Returns By Period
In the year-to-date period, PUDZX achieves a 10.18% return, which is significantly higher than TPDAX's 9.31% return. Both investments have delivered pretty close results over the past 10 years, with PUDZX having a 7.01% annualized return and TPDAX not far ahead at 7.28%.
PUDZX
- 1D
- 0.86%
- 1M
- -1.59%
- YTD
- 10.18%
- 6M
- 12.08%
- 1Y
- 19.34%
- 3Y*
- 11.86%
- 5Y*
- 9.21%
- 10Y*
- 7.01%
TPDAX
- 1D
- 1.70%
- 1M
- -4.97%
- YTD
- 9.31%
- 6M
- 14.16%
- 1Y
- 26.35%
- 3Y*
- 14.37%
- 5Y*
- 9.70%
- 10Y*
- 7.28%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PUDZX vs. TPDAX - Expense Ratio Comparison
PUDZX has a 0.25% expense ratio, which is lower than TPDAX's 1.37% expense ratio.
Return for Risk
PUDZX vs. TPDAX — Risk / Return Rank
PUDZX
TPDAX
PUDZX vs. TPDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Real Assets Fund (PUDZX) and Timothy Plan Defensive Strategies Fund (TPDAX). 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 | TPDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.04 | 2.18 | -0.14 |
Sortino ratioReturn per unit of downside risk | 2.65 | 2.82 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.41 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.45 | 3.59 | -1.14 |
Martin ratioReturn relative to average drawdown | 13.65 | 13.57 | +0.08 |
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
| PUDZX | TPDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 2.18 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.96 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.74 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.59 | -0.07 |
Correlation
The correlation between PUDZX and TPDAX is 0.87, 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
PUDZX vs. TPDAX - Dividend Comparison
PUDZX's dividend yield for the trailing twelve months is around 8.10%, more than TPDAX's 0.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUDZX PGIM Real Assets Fund | 8.10% | 8.93% | 6.67% | 3.66% | 9.10% | 13.00% | 4.94% | 3.40% | 2.14% | 2.10% | 1.39% | 1.72% |
TPDAX Timothy Plan Defensive Strategies Fund | 0.73% | 0.80% | 2.76% | 2.35% | 4.48% | 0.50% | 0.00% | 2.89% | 2.69% | 0.13% | 0.33% | 0.00% |
Drawdowns
PUDZX vs. TPDAX - Drawdown Comparison
The maximum PUDZX drawdown since its inception was -21.53%, roughly equal to the maximum TPDAX drawdown of -22.29%. Use the drawdown chart below to compare losses from any high point for PUDZX and TPDAX.
Loading graphics...
Drawdown Indicators
| PUDZX | TPDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.53% | -22.29% | +0.76% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -7.58% | -0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -17.98% | -17.58% | -0.40% |
Max Drawdown (10Y)Largest decline over 10 years | -21.53% | -22.29% | +0.76% |
Current DrawdownCurrent decline from peak | -1.59% | -4.97% | +3.38% |
Average DrawdownAverage peak-to-trough decline | -5.31% | -4.94% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 2.01% | -0.54% |
Volatility
PUDZX vs. TPDAX - Volatility Comparison
The current volatility for PGIM Real Assets Fund (PUDZX) is 2.71%, while Timothy Plan Defensive Strategies Fund (TPDAX) has a volatility of 4.40%. This indicates that PUDZX experiences smaller price fluctuations and is considered to be less risky than TPDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PUDZX | TPDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 4.40% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 6.29% | 9.86% | -3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.72% | 12.29% | -2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.59% | 10.14% | +0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.70% | 9.87% | -0.17% |