SRBFX vs. PDBZX
Compare and contrast key facts about Columbia Total Return Bond Fund (SRBFX) and PGIM Total Return Bond Fund Class Z (PDBZX).
SRBFX is managed by Columbia. It was launched on Dec 5, 1978. PDBZX is managed by PGIM. It was launched on Jan 14, 1997.
Performance
SRBFX vs. PDBZX - Performance Comparison
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SRBFX vs. PDBZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SRBFX Columbia Total Return Bond Fund | -0.73% | 8.91% | 1.49% | 7.35% | -17.65% | 0.23% | 12.20% | 9.44% | 0.38% | 3.84% |
PDBZX PGIM Total Return Bond Fund Class Z | -0.53% | 7.70% | 2.87% | 7.70% | -14.33% | -1.46% | 8.01% | 14.76% | -0.72% | 6.60% |
Returns By Period
In the year-to-date period, SRBFX achieves a -0.73% return, which is significantly lower than PDBZX's -0.53% return. Over the past 10 years, SRBFX has underperformed PDBZX with an annualized return of 2.36%, while PDBZX has yielded a comparatively higher 2.93% annualized return.
SRBFX
- 1D
- 0.49%
- 1M
- -2.65%
- YTD
- -0.73%
- 6M
- 0.30%
- 1Y
- 4.72%
- 3Y*
- 4.26%
- 5Y*
- -0.34%
- 10Y*
- 2.36%
PDBZX
- 1D
- 0.50%
- 1M
- -2.52%
- YTD
- -0.53%
- 6M
- 0.58%
- 1Y
- 4.25%
- 3Y*
- 4.79%
- 5Y*
- 1.00%
- 10Y*
- 2.93%
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SRBFX vs. PDBZX - Expense Ratio Comparison
Both SRBFX and PDBZX have an expense ratio of 0.49%.
Return for Risk
SRBFX vs. PDBZX — Risk / Return Rank
SRBFX
PDBZX
SRBFX vs. PDBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Total Return Bond Fund (SRBFX) and PGIM Total Return Bond Fund Class Z (PDBZX). 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.
| SRBFX | PDBZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.04 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.48 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 1.75 | +0.14 |
Martin ratioReturn relative to average drawdown | 6.00 | 5.12 | +0.88 |
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
| SRBFX | PDBZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.04 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.17 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.55 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 1.09 | -0.27 |
Correlation
The correlation between SRBFX and PDBZX is 0.86, 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
SRBFX vs. PDBZX - Dividend Comparison
SRBFX's dividend yield for the trailing twelve months is around 4.49%, more than PDBZX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRBFX Columbia Total Return Bond Fund | 4.49% | 4.86% | 4.11% | 3.74% | 3.72% | 3.23% | 7.56% | 4.59% | 2.85% | 2.77% | 3.93% | 3.42% |
PDBZX PGIM Total Return Bond Fund Class Z | 4.19% | 4.54% | 4.79% | 4.60% | 5.73% | 2.73% | 2.94% | 10.36% | 4.01% | 2.87% | 3.92% | 3.33% |
Drawdowns
SRBFX vs. PDBZX - Drawdown Comparison
The maximum SRBFX drawdown since its inception was -24.34%, which is greater than PDBZX's maximum drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for SRBFX and PDBZX.
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Drawdown Indicators
| SRBFX | PDBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.34% | -20.88% | -3.46% |
Max Drawdown (1Y)Largest decline over 1 year | -3.13% | -3.06% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -22.97% | -20.81% | -2.16% |
Max Drawdown (10Y)Largest decline over 10 years | -22.97% | -20.88% | -2.09% |
Current DrawdownCurrent decline from peak | -4.41% | -2.52% | -1.89% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -2.31% | -2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 1.05% | -0.06% |
Volatility
SRBFX vs. PDBZX - Volatility Comparison
Columbia Total Return Bond Fund (SRBFX) and PGIM Total Return Bond Fund Class Z (PDBZX) have volatilities of 1.69% and 1.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SRBFX | PDBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.69% | 1.72% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 2.71% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.91% | 4.59% | +0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.58% | 6.00% | +0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.42% | 5.34% | +0.08% |