SUVZX vs. PDBZX
SUVZX (PGIM Quant Solutions Large-Cap Value Fund) and PDBZX (PGIM Total Return Bond Fund Class Z) are both mutual funds - SUVZX is a Large Cap Value Equities fund managed by PGIM, while PDBZX is a Intermediate Core-Plus Bond fund managed by PGIM. Over the past 10 years, SUVZX returned 12.80%/yr vs 2.84%/yr for PDBZX. At a correlation of -0.14, they often move in opposite directions. SUVZX charges 0.80%/yr vs 0.49%/yr for PDBZX.
Performance
SUVZX vs. PDBZX - Performance Comparison
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Returns By Period
In the year-to-date period, SUVZX achieves a 16.36% return, which is significantly higher than PDBZX's 0.72% return. Over the past 10 years, SUVZX has outperformed PDBZX with an annualized return of 12.80%, while PDBZX has yielded a comparatively lower 2.84% annualized return.
SUVZX
- 1D
- 0.56%
- 1M
- 3.08%
- YTD
- 16.36%
- 6M
- 15.24%
- 1Y
- 33.06%
- 3Y*
- 23.96%
- 5Y*
- 14.51%
- 10Y*
- 12.80%
PDBZX
- 1D
- 0.25%
- 1M
- 1.08%
- YTD
- 0.72%
- 6M
- 1.18%
- 1Y
- 5.61%
- 3Y*
- 5.34%
- 5Y*
- 0.65%
- 10Y*
- 2.84%
SUVZX vs. PDBZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUVZX PGIM Quant Solutions Large-Cap Value Fund | 16.36% | 17.92% | 29.20% | 9.39% | -6.46% | 31.08% | -6.15% | 28.63% | -14.99% | 15.87% |
PDBZX PGIM Total Return Bond Fund Class Z | 0.72% | 7.70% | 2.87% | 7.70% | -14.33% | -1.46% | 8.01% | 14.76% | -0.72% | 6.60% |
Correlation
The correlation between SUVZX and PDBZX is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.07 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2002 | -0.14 |
The correlation between SUVZX and PDBZX shifts across timeframes, from -0.14 (all time) to 0.33 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SUVZX vs. PDBZX — Risk / Return Rank
SUVZX
PDBZX
SUVZX vs. PDBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Quant Solutions Large-Cap Value Fund (SUVZX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SUVZX | PDBZX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.64 | ||
| Sortino ratioReturn per unit of downside risk | +2.18 | ||
| Omega ratioGain probability vs. loss probability | 1.54 | 1.25 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 5.81 | 1.91 | +3.90 |
| Martin ratioReturn relative to average drawdown | 22.91 | 5.40 | +17.51 |
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Drawdowns
SUVZX vs. PDBZX - Drawdown Comparison
The maximum SUVZX drawdown since its inception was -60.47%, which is greater than PDBZX's maximum drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for SUVZX and PDBZX.
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Drawdown Indicators
| SUVZX | PDBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.47% | -20.88% | -39.59% |
Max Drawdown (1Y)Largest decline over 1 year | -5.75% | -3.00% | -2.75% |
Max Drawdown (3Y)Largest decline over 3 years | -16.29% | -5.51% | -10.78% |
Max Drawdown (5Y)Largest decline over 5 years | -21.74% | -20.81% | -0.93% |
Max Drawdown (10Y)Largest decline over 10 years | -46.82% | -20.88% | -25.94% |
Current DrawdownCurrent decline from peak | -0.83% | -1.29% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -9.69% | -2.30% | -7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 1.06% | +0.40% |
Volatility
SUVZX vs. PDBZX - Volatility Comparison
PGIM Quant Solutions Large-Cap Value Fund (SUVZX) has a higher volatility of 3.95% compared to PGIM Total Return Bond Fund Class Z (PDBZX) at 1.94%. This indicates that SUVZX'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.
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Volatility by Period
| SUVZX | PDBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 1.94% | +2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.47% | 3.34% | +5.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.25% | 4.29% | +6.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.91% | 6.05% | +11.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.07% | 5.38% | +15.69% |
SUVZX vs. PDBZX - Expense Ratio Comparison
SUVZX has a 0.80% expense ratio, which is higher than PDBZX's 0.49% expense ratio.
Dividends
SUVZX vs. PDBZX - Dividend Comparison
SUVZX's dividend yield for the trailing twelve months is around 14.31%, more than PDBZX's 4.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDBZX PGIM Total Return Bond Fund Class Z | 4.57% | 4.54% | 4.79% | 4.60% | 5.73% | 2.73% | 2.94% | 10.36% | 4.01% | 2.87% | 3.92% | 3.33% |
SUVZX PGIM Quant Solutions Large-Cap Value Fund | 14.31% | 16.65% | 31.72% | 3.81% | 10.19% | 9.27% | 2.09% | 10.08% | 14.33% | 9.58% | 4.35% | 18.27% |
Frequently Asked Questions
SUVZX and PDBZX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUVZX has higher volatility (3.95%) compared to PDBZX (1.94%). In terms of maximum drawdown, SUVZX dropped -60.47% vs PDBZX's -20.88%.
SUVZX currently has the higher Sharpe Ratio (2.97 vs 1.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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