TBDAX vs. PDBZX
Compare and contrast key facts about PGIM Jennison Diversified Growth Fund (TBDAX) and PGIM Total Return Bond Fund Class Z (PDBZX).
TBDAX is managed by PGIM. It was launched on Nov 3, 1999. PDBZX is managed by PGIM. It was launched on Jan 14, 1997.
Performance
TBDAX vs. PDBZX - Performance Comparison
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TBDAX vs. PDBZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TBDAX PGIM Jennison Diversified Growth Fund | -9.46% | 17.74% | 49.37% | 46.04% | -32.89% | 22.14% | 42.35% | 35.77% | -1.36% | 22.88% |
PDBZX PGIM Total Return Bond Fund Class Z | -0.28% | 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, TBDAX achieves a -9.46% return, which is significantly lower than PDBZX's -0.28% return. Over the past 10 years, TBDAX has outperformed PDBZX with an annualized return of 17.19%, while PDBZX has yielded a comparatively lower 2.95% annualized return.
TBDAX
- 1D
- 3.80%
- 1M
- -5.57%
- YTD
- -9.46%
- 6M
- -8.36%
- 1Y
- 16.72%
- 3Y*
- 25.64%
- 5Y*
- 13.16%
- 10Y*
- 17.19%
PDBZX
- 1D
- 0.25%
- 1M
- -1.79%
- YTD
- -0.28%
- 6M
- 0.59%
- 1Y
- 4.16%
- 3Y*
- 4.88%
- 5Y*
- 0.96%
- 10Y*
- 2.95%
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TBDAX vs. PDBZX - Expense Ratio Comparison
TBDAX has a 1.15% expense ratio, which is higher than PDBZX's 0.49% expense ratio.
Return for Risk
TBDAX vs. PDBZX — Risk / Return Rank
TBDAX
PDBZX
TBDAX vs. PDBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Diversified Growth Fund (TBDAX) 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.
| TBDAX | PDBZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.99 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.41 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.63 | -0.52 |
Martin ratioReturn relative to average drawdown | 3.90 | 4.74 | -0.83 |
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
| TBDAX | PDBZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.99 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.16 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.55 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 1.09 | -0.76 |
Correlation
The correlation between TBDAX and PDBZX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
TBDAX vs. PDBZX - Dividend Comparison
TBDAX's dividend yield for the trailing twelve months is around 5.18%, more than PDBZX's 4.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBDAX PGIM Jennison Diversified Growth Fund | 5.18% | 4.69% | 25.46% | 0.00% | 0.00% | 24.42% | 16.89% | 7.91% | 10.66% | 11.19% | 3.34% | 7.91% |
PDBZX PGIM Total Return Bond Fund Class Z | 4.18% | 4.54% | 4.79% | 4.60% | 5.73% | 2.73% | 2.94% | 10.36% | 4.01% | 2.87% | 3.92% | 3.33% |
Drawdowns
TBDAX vs. PDBZX - Drawdown Comparison
The maximum TBDAX drawdown since its inception was -69.54%, which is greater than PDBZX's maximum drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for TBDAX and PDBZX.
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Drawdown Indicators
| TBDAX | PDBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.54% | -20.88% | -48.66% |
Max Drawdown (1Y)Largest decline over 1 year | -15.79% | -3.06% | -12.73% |
Max Drawdown (5Y)Largest decline over 5 years | -37.90% | -20.81% | -17.09% |
Max Drawdown (10Y)Largest decline over 10 years | -37.90% | -20.88% | -17.02% |
Current DrawdownCurrent decline from peak | -12.59% | -2.27% | -10.32% |
Average DrawdownAverage peak-to-trough decline | -25.82% | -2.31% | -23.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.51% | 1.06% | +3.45% |
Volatility
TBDAX vs. PDBZX - Volatility Comparison
PGIM Jennison Diversified Growth Fund (TBDAX) has a higher volatility of 6.92% compared to PGIM Total Return Bond Fund Class Z (PDBZX) at 1.71%. This indicates that TBDAX'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
| TBDAX | PDBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.92% | 1.71% | +5.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 2.71% | +10.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.46% | 4.59% | +17.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.60% | 6.00% | +17.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.43% | 5.34% | +17.09% |