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TGRNX vs. PDBZX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TGRNX vs. PDBZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TIAA-CREF Green Bond Fund (TGRNX) and PGIM Total Return Bond Fund Class Z (PDBZX). The values are adjusted to include any dividend payments, if applicable.

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TGRNX vs. PDBZX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
TGRNX
TIAA-CREF Green Bond Fund
-0.50%6.76%3.08%5.73%-13.43%-0.60%8.57%9.15%1.43%
PDBZX
PGIM Total Return Bond Fund Class Z
-0.28%7.70%2.87%7.70%-14.33%-1.46%8.01%14.76%1.89%

Returns By Period

In the year-to-date period, TGRNX achieves a -0.50% return, which is significantly lower than PDBZX's -0.28% return.


TGRNX

1D
0.22%
1M
-1.51%
YTD
-0.50%
6M
0.25%
1Y
3.91%
3Y*
3.90%
5Y*
0.40%
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TGRNX vs. PDBZX - Expense Ratio Comparison

TGRNX has a 0.45% expense ratio, which is lower than PDBZX's 0.49% expense ratio.


Return for Risk

TGRNX vs. PDBZX — Risk / Return Rank

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

TGRNX
TGRNX Risk / Return Rank: 6464
Overall Rank
TGRNX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
TGRNX Sortino Ratio Rank: 6666
Sortino Ratio Rank
TGRNX Omega Ratio Rank: 5050
Omega Ratio Rank
TGRNX Calmar Ratio Rank: 7676
Calmar Ratio Rank
TGRNX Martin Ratio Rank: 6666
Martin Ratio Rank

PDBZX
PDBZX Risk / Return Rank: 4848
Overall Rank
PDBZX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
PDBZX Sortino Ratio Rank: 4646
Sortino Ratio Rank
PDBZX Omega Ratio Rank: 3434
Omega Ratio Rank
PDBZX Calmar Ratio Rank: 6767
Calmar Ratio Rank
PDBZX Martin Ratio Rank: 4545
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.

TGRNX vs. PDBZX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Green Bond Fund (TGRNX) 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.


TGRNXPDBZXDifference

Sharpe ratio

Return per unit of total volatility

1.25

0.99

+0.26

Sortino ratio

Return per unit of downside risk

1.83

1.41

+0.41

Omega ratio

Gain probability vs. loss probability

1.23

1.18

+0.05

Calmar ratio

Return relative to maximum drawdown

2.02

1.63

+0.38

Martin ratio

Return relative to average drawdown

7.18

4.74

+2.45

TGRNX vs. PDBZX - Sharpe Ratio Comparison

The current TGRNX Sharpe Ratio is 1.25, which is comparable to the PDBZX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of TGRNX and PDBZX, 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


TGRNXPDBZXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.25

0.99

+0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

0.16

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

1.09

-0.58

Correlation

The correlation between TGRNX and PDBZX is 0.94, 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

TGRNX vs. PDBZX - Dividend Comparison

TGRNX's dividend yield for the trailing twelve months is around 3.97%, less than PDBZX's 4.18% yield.


TTM20252024202320222021202020192018201720162015
TGRNX
TIAA-CREF Green Bond Fund
3.97%4.31%4.48%3.30%2.69%2.76%4.20%4.38%0.43%0.00%0.00%0.00%
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

TGRNX vs. PDBZX - Drawdown Comparison

The maximum TGRNX drawdown since its inception was -17.85%, smaller than the maximum PDBZX drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for TGRNX and PDBZX.


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Drawdown Indicators


TGRNXPDBZXDifference

Max Drawdown

Largest peak-to-trough decline

-17.85%

-20.88%

+3.03%

Max Drawdown (1Y)

Largest decline over 1 year

-2.47%

-3.06%

+0.59%

Max Drawdown (5Y)

Largest decline over 5 years

-17.85%

-20.81%

+2.96%

Max Drawdown (10Y)

Largest decline over 10 years

-20.88%

Current Drawdown

Current decline from peak

-1.94%

-2.27%

+0.33%

Average Drawdown

Average peak-to-trough decline

-5.32%

-2.31%

-3.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.69%

1.06%

-0.37%

Volatility

TGRNX vs. PDBZX - Volatility Comparison

The current volatility for TIAA-CREF Green Bond Fund (TGRNX) is 1.13%, while PGIM Total Return Bond Fund Class Z (PDBZX) has a volatility of 1.71%. This indicates that TGRNX 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


TGRNXPDBZXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.13%

1.71%

-0.58%

Volatility (6M)

Calculated over the trailing 6-month period

2.06%

2.71%

-0.65%

Volatility (1Y)

Calculated over the trailing 1-year period

3.36%

4.59%

-1.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.82%

6.00%

-1.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.84%

5.34%

-0.50%