PURZX vs. PTRQX
Compare and contrast key facts about PGIM Global Real Estate Fund (PURZX) and PGIM Total Return Bond R6 (PTRQX).
PURZX is managed by PGIM Investments. It was launched on May 4, 1998. PTRQX is managed by PGIM Funds (Prudential). It was launched on Dec 27, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PURZX or PTRQX.
Correlation
The correlation between PURZX and PTRQX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PURZX vs. PTRQX - Performance Comparison
Key characteristics
PURZX:
0.79
PTRQX:
1.18
PURZX:
1.17
PTRQX:
1.75
PURZX:
1.16
PTRQX:
1.21
PURZX:
0.40
PTRQX:
0.56
PURZX:
2.01
PTRQX:
3.36
PURZX:
6.34%
PTRQX:
1.82%
PURZX:
15.97%
PTRQX:
5.19%
PURZX:
-74.04%
PTRQX:
-20.19%
PURZX:
-22.51%
PTRQX:
-5.62%
Returns By Period
In the year-to-date period, PURZX achieves a 2.94% return, which is significantly higher than PTRQX's 1.11% return. Over the past 10 years, PURZX has underperformed PTRQX with an annualized return of 0.36%, while PTRQX has yielded a comparatively higher 1.80% annualized return.
PURZX
2.94%
8.67%
-2.05%
9.86%
3.61%
0.36%
PTRQX
1.11%
-1.90%
0.73%
5.31%
0.57%
1.80%
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PURZX vs. PTRQX - Expense Ratio Comparison
PURZX has a 0.93% expense ratio, which is higher than PTRQX's 0.39% expense ratio.
Risk-Adjusted Performance
PURZX vs. PTRQX — Risk-Adjusted Performance Rank
PURZX
PTRQX
PURZX vs. PTRQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Global Real Estate Fund (PURZX) and PGIM Total Return Bond R6 (PTRQX). 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.
Dividends
PURZX vs. PTRQX - Dividend Comparison
PURZX's dividend yield for the trailing twelve months is around 2.59%, less than PTRQX's 4.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PURZX PGIM Global Real Estate Fund | 2.59% | 2.68% | 2.27% | 2.22% | 16.92% | 1.71% | 17.08% | 4.89% | 4.84% | 4.67% | 3.45% | 2.92% |
PTRQX PGIM Total Return Bond R6 | 4.41% | 4.88% | 4.70% | 5.23% | 3.07% | 3.05% | 3.74% | 4.11% | 3.00% | 2.96% | 3.34% | 3.68% |
Drawdowns
PURZX vs. PTRQX - Drawdown Comparison
The maximum PURZX drawdown since its inception was -74.04%, which is greater than PTRQX's maximum drawdown of -20.19%. Use the drawdown chart below to compare losses from any high point for PURZX and PTRQX. For additional features, visit the drawdowns tool.
Volatility
PURZX vs. PTRQX - Volatility Comparison
PGIM Global Real Estate Fund (PURZX) has a higher volatility of 9.06% compared to PGIM Total Return Bond R6 (PTRQX) at 2.10%. This indicates that PURZX's price experiences larger fluctuations and is considered to be riskier than PTRQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.