TAIBX vs. PDBZX
Compare and contrast key facts about PGIM Core Bond Fund (TAIBX) and PGIM Total Return Bond Fund Class Z (PDBZX).
TAIBX is managed by PGIM. It was launched on Jan 5, 1993. PDBZX is managed by PGIM. It was launched on Jan 14, 1997.
Performance
TAIBX vs. PDBZX - Performance Comparison
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TAIBX vs. PDBZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAIBX PGIM Core Bond Fund | -0.56% | 7.36% | 1.44% | 5.89% | -14.59% | -1.73% | 8.40% | 9.13% | -0.44% | 4.03% |
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, TAIBX achieves a -0.56% return, which is significantly lower than PDBZX's -0.53% return. Over the past 10 years, TAIBX has underperformed PDBZX with an annualized return of 1.69%, while PDBZX has yielded a comparatively higher 2.93% annualized return.
TAIBX
- 1D
- 0.58%
- 1M
- -2.46%
- YTD
- -0.56%
- 6M
- 0.56%
- 1Y
- 4.02%
- 3Y*
- 3.62%
- 5Y*
- -0.02%
- 10Y*
- 1.69%
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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TAIBX vs. PDBZX - Expense Ratio Comparison
TAIBX has a 0.33% expense ratio, which is lower than PDBZX's 0.49% expense ratio.
Return for Risk
TAIBX vs. PDBZX — Risk / Return Rank
TAIBX
PDBZX
TAIBX vs. PDBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Core Bond Fund (TAIBX) 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.
| TAIBX | PDBZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.04 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.48 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.75 | -0.05 |
Martin ratioReturn relative to average drawdown | 4.95 | 5.12 | -0.17 |
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
| TAIBX | PDBZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.04 | -0.01 |
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 | 0.34 | 0.55 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 1.09 | -0.06 |
Correlation
The correlation between TAIBX and PDBZX is 0.88, 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
TAIBX vs. PDBZX - Dividend Comparison
TAIBX's dividend yield for the trailing twelve months is around 4.08%, less than PDBZX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAIBX PGIM Core Bond Fund | 4.08% | 4.41% | 3.77% | 3.47% | 2.48% | 1.98% | 3.14% | 3.03% | 3.03% | 2.53% | 2.55% | 2.49% |
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
TAIBX vs. PDBZX - Drawdown Comparison
The maximum TAIBX drawdown since its inception was -20.09%, roughly equal to the maximum PDBZX drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for TAIBX and PDBZX.
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Drawdown Indicators
| TAIBX | PDBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.09% | -20.88% | +0.79% |
Max Drawdown (1Y)Largest decline over 1 year | -3.02% | -3.06% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -19.91% | -20.81% | +0.90% |
Max Drawdown (10Y)Largest decline over 10 years | -20.09% | -20.88% | +0.79% |
Current DrawdownCurrent decline from peak | -3.75% | -2.52% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -2.31% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 1.05% | -0.01% |
Volatility
TAIBX vs. PDBZX - Volatility Comparison
The current volatility for PGIM Core Bond Fund (TAIBX) is 1.62%, while PGIM Total Return Bond Fund Class Z (PDBZX) has a volatility of 1.72%. This indicates that TAIBX experiences smaller price fluctuations and is considered to be less risky 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
| TAIBX | PDBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.62% | 1.72% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.66% | 2.71% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.46% | 4.59% | -0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.05% | 6.00% | +0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.02% | 5.34% | -0.32% |