SREZX vs. PDBZX
Compare and contrast key facts about PGIM Select Real Estate Fund (SREZX) and PGIM Total Return Bond Fund Class Z (PDBZX).
SREZX is managed by PGIM. It was launched on Jul 31, 2014. PDBZX is managed by PGIM. It was launched on Jan 14, 1997.
Performance
SREZX vs. PDBZX - Performance Comparison
Loading graphics...
SREZX vs. PDBZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SREZX PGIM Select Real Estate Fund | 2.06% | 7.31% | 6.58% | 13.02% | -26.16% | 28.83% | 3.63% | 30.87% | -4.12% | 10.38% |
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, SREZX achieves a 2.06% return, which is significantly higher than PDBZX's -0.53% return. Over the past 10 years, SREZX has outperformed PDBZX with an annualized return of 6.32%, while PDBZX has yielded a comparatively lower 2.93% annualized return.
SREZX
- 1D
- 0.14%
- 1M
- -9.41%
- YTD
- 2.06%
- 6M
- 0.16%
- 1Y
- 9.86%
- 3Y*
- 8.56%
- 5Y*
- 3.56%
- 10Y*
- 6.32%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SREZX vs. PDBZX - Expense Ratio Comparison
SREZX has a 1.01% expense ratio, which is higher than PDBZX's 0.49% expense ratio.
Return for Risk
SREZX vs. PDBZX — Risk / Return Rank
SREZX
PDBZX
SREZX vs. PDBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Select Real Estate Fund (SREZX) 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.
| SREZX | PDBZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.04 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.48 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.75 | -0.83 |
Martin ratioReturn relative to average drawdown | 3.58 | 5.12 | -1.54 |
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
| SREZX | PDBZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.04 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.17 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.55 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 1.09 | -0.72 |
Correlation
The correlation between SREZX and PDBZX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SREZX vs. PDBZX - Dividend Comparison
SREZX's dividend yield for the trailing twelve months is around 2.45%, less than PDBZX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SREZX PGIM Select Real Estate Fund | 2.45% | 2.50% | 2.55% | 2.81% | 1.59% | 4.54% | 2.12% | 3.41% | 4.58% | 1.36% | 4.15% | 6.11% |
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
SREZX vs. PDBZX - Drawdown Comparison
The maximum SREZX drawdown since its inception was -39.13%, which is greater than PDBZX's maximum drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for SREZX and PDBZX.
Loading graphics...
Drawdown Indicators
| SREZX | PDBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.13% | -20.88% | -18.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -3.06% | -7.75% |
Max Drawdown (5Y)Largest decline over 5 years | -34.10% | -20.81% | -13.29% |
Max Drawdown (10Y)Largest decline over 10 years | -39.13% | -20.88% | -18.25% |
Current DrawdownCurrent decline from peak | -9.47% | -2.52% | -6.95% |
Average DrawdownAverage peak-to-trough decline | -7.86% | -2.31% | -5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 1.05% | +1.73% |
Volatility
SREZX vs. PDBZX - Volatility Comparison
PGIM Select Real Estate Fund (SREZX) has a higher volatility of 4.65% compared to PGIM Total Return Bond Fund Class Z (PDBZX) at 1.72%. This indicates that SREZX's price experiences larger fluctuations and is considered to be riskier than PDBZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SREZX | PDBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 1.72% | +2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 2.71% | +5.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 4.59% | +9.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.42% | 6.00% | +10.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.30% | 5.34% | +11.96% |