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SYBT.DE vs. PGTQX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SYBT.DE vs. PGTQX - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR Bloomberg US Treasury Bond UCITS ETF (SYBT.DE) and PGIM Global Total Return Fund - Class R6 (PGTQX). The values are adjusted to include any dividend payments, if applicable.

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SYBT.DE vs. PGTQX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SYBT.DE
SPDR Bloomberg US Treasury Bond UCITS ETF
1.43%-5.48%6.46%0.26%-7.00%5.72%-1.94%10.87%5.29%-10.13%
PGTQX
PGIM Global Total Return Fund - Class R6
0.02%-2.05%6.93%5.21%-17.52%1.08%1.00%17.82%3.03%-0.37%
Different Trading Currencies

SYBT.DE is traded in EUR, while PGTQX is traded in USD. To make them comparable, the PGTQX values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, SYBT.DE achieves a 1.43% return, which is significantly higher than PGTQX's 0.02% return. Over the past 10 years, SYBT.DE has underperformed PGTQX with an annualized return of 0.87%, while PGTQX has yielded a comparatively higher 1.67% annualized return.


SYBT.DE

1D
-0.67%
1M
-0.67%
YTD
1.43%
6M
1.81%
1Y
-4.12%
3Y*
0.45%
5Y*
0.03%
10Y*
0.87%

PGTQX

1D
-0.06%
1M
-1.92%
YTD
0.02%
6M
0.24%
1Y
-1.34%
3Y*
2.71%
5Y*
-1.02%
10Y*
1.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SYBT.DE vs. PGTQX - Expense Ratio Comparison

SYBT.DE has a 0.15% expense ratio, which is lower than PGTQX's 0.54% expense ratio.


Return for Risk

SYBT.DE vs. PGTQX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SYBT.DE
SYBT.DE Risk / Return Rank: 44
Overall Rank
SYBT.DE Sharpe Ratio Rank: 44
Sharpe Ratio Rank
SYBT.DE Sortino Ratio Rank: 33
Sortino Ratio Rank
SYBT.DE Omega Ratio Rank: 33
Omega Ratio Rank
SYBT.DE Calmar Ratio Rank: 55
Calmar Ratio Rank
SYBT.DE Martin Ratio Rank: 66
Martin Ratio Rank

PGTQX
PGTQX Risk / Return Rank: 5252
Overall Rank
PGTQX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
PGTQX Sortino Ratio Rank: 5858
Sortino Ratio Rank
PGTQX Omega Ratio Rank: 4242
Omega Ratio Rank
PGTQX Calmar Ratio Rank: 5050
Calmar Ratio Rank
PGTQX Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SYBT.DE vs. PGTQX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg US Treasury Bond UCITS ETF (SYBT.DE) and PGIM Global Total Return Fund - Class R6 (PGTQX). 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.


SYBT.DEPGTQXDifference

Sharpe ratio

Return per unit of total volatility

-0.54

-0.20

-0.35

Sortino ratio

Return per unit of downside risk

-0.66

-0.22

-0.44

Omega ratio

Gain probability vs. loss probability

0.91

0.97

-0.06

Calmar ratio

Return relative to maximum drawdown

-0.45

-0.12

-0.33

Martin ratio

Return relative to average drawdown

-0.69

-0.24

-0.45

SYBT.DE vs. PGTQX - Sharpe Ratio Comparison

The current SYBT.DE Sharpe Ratio is -0.54, which is lower than the PGTQX Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of SYBT.DE and PGTQX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SYBT.DEPGTQXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.54

-0.20

-0.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

-0.17

+0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.11

0.08

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.16

+0.19

Correlation

The correlation between SYBT.DE and PGTQX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

SYBT.DE vs. PGTQX - Dividend Comparison

SYBT.DE's dividend yield for the trailing twelve months is around 3.60%, less than PGTQX's 3.70% yield.


TTM20252024202320222021202020192018201720162015
SYBT.DE
SPDR Bloomberg US Treasury Bond UCITS ETF
3.60%3.70%2.94%2.22%1.31%0.92%1.98%3.24%1.58%1.66%1.29%1.25%
PGTQX
PGIM Global Total Return Fund - Class R6
3.70%4.00%4.47%2.96%3.53%3.36%3.94%8.65%3.63%3.41%4.02%3.85%

Drawdowns

SYBT.DE vs. PGTQX - Drawdown Comparison

The maximum SYBT.DE drawdown since its inception was -17.66%, smaller than the maximum PGTQX drawdown of -37.25%. Use the drawdown chart below to compare losses from any high point for SYBT.DE and PGTQX.


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Drawdown Indicators


SYBT.DEPGTQXDifference

Max Drawdown

Largest peak-to-trough decline

-17.66%

-44.72%

+27.06%

Max Drawdown (1Y)

Largest decline over 1 year

-7.88%

-4.55%

-3.33%

Max Drawdown (5Y)

Largest decline over 5 years

-13.06%

-31.46%

+18.40%

Max Drawdown (10Y)

Largest decline over 10 years

-17.66%

-44.72%

+27.06%

Current Drawdown

Current decline from peak

-12.80%

-28.24%

+15.44%

Average Drawdown

Average peak-to-trough decline

-8.55%

-20.09%

+11.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.08%

1.12%

+3.96%

Volatility

SYBT.DE vs. PGTQX - Volatility Comparison

SPDR Bloomberg US Treasury Bond UCITS ETF (SYBT.DE) has a higher volatility of 1.97% compared to PGIM Global Total Return Fund - Class R6 (PGTQX) at 1.76%. This indicates that SYBT.DE's price experiences larger fluctuations and is considered to be riskier than PGTQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SYBT.DEPGTQXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.97%

1.76%

+0.21%

Volatility (6M)

Calculated over the trailing 6-month period

4.17%

3.32%

+0.85%

Volatility (1Y)

Calculated over the trailing 1-year period

7.61%

5.48%

+2.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.20%

6.12%

+2.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.77%

21.41%

-13.64%