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TTRZX vs. SCFZX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TTRZX vs. SCFZX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Templeton Global Total Return Fund (TTRZX) and PGIM Securitized Credit Fund (SCFZX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TTRZX achieves a 1.92% return, which is significantly lower than SCFZX's 2.28% return.


TTRZX

1D
-0.43%
1M
0.60%
YTD
1.92%
6M
2.94%
1Y
9.38%
3Y*
5.57%
5Y*
0.19%
10Y*
1.07%

SCFZX

1D
0.00%
1M
0.42%
YTD
2.28%
6M
2.73%
1Y
6.00%
3Y*
7.61%
5Y*
5.26%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TTRZX vs. SCFZX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
TTRZX
Templeton Global Total Return Fund
1.92%18.26%-6.61%6.28%-12.29%-5.14%-5.58%-1.32%
SCFZX
PGIM Securitized Credit Fund
2.28%5.75%9.41%8.67%-0.84%5.27%-0.33%1.73%

Correlation

The correlation between TTRZX and SCFZX is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.01

Correlation (3Y)
Calculated over the trailing 3-year period

-0.05

Correlation (5Y)
Calculated over the trailing 5-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Jul 1, 2019

0.02

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Return for Risk

TTRZX vs. SCFZX — Risk / Return Rank

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

TTRZX
TTRZX Risk / Return Rank: 1919
Overall Rank
TTRZX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
TTRZX Sortino Ratio Rank: 2020
Sortino Ratio Rank
TTRZX Omega Ratio Rank: 2121
Omega Ratio Rank
TTRZX Calmar Ratio Rank: 1515
Calmar Ratio Rank
TTRZX Martin Ratio Rank: 1717
Martin Ratio Rank

SCFZX
SCFZX Risk / Return Rank: 9999
Overall Rank
SCFZX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
SCFZX Sortino Ratio Rank: 100100
Sortino Ratio Rank
SCFZX Omega Ratio Rank: 100100
Omega Ratio Rank
SCFZX Calmar Ratio Rank: 100100
Calmar Ratio Rank
SCFZX Martin Ratio Rank: 9999
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.

TTRZX vs. SCFZX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Templeton Global Total Return Fund (TTRZX) and PGIM Securitized Credit Fund (SCFZX). 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.


TTRZXSCFZXDifference
Sharpe ratioReturn per unit of total volatility

-2.87

Sortino ratioReturn per unit of downside risk

-17.32

Omega ratioGain probability vs. loss probability

1.22

7.34

-6.12

Calmar ratioReturn relative to maximum drawdown

1.29

19.66

-18.38

Martin ratioReturn relative to average drawdown

4.29

69.47

-65.18

TTRZX vs. SCFZX - Sharpe Ratio Comparison

The current TTRZX Sharpe Ratio is 1.19, which is lower than the SCFZX Sharpe Ratio of 4.07. The chart below compares the historical Sharpe Ratios of TTRZX and SCFZX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TTRZX vs. SCFZX - Drawdown Comparison

The maximum TTRZX drawdown since its inception was -33.17%, which is greater than SCFZX's maximum drawdown of -17.20%. Use the drawdown chart below to compare losses from any high point for TTRZX and SCFZX.


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Drawdown Indicators


TTRZXSCFZXDifference

Max Drawdown

Largest peak-to-trough decline

-33.17%

-17.20%

-15.97%

Max Drawdown (1Y)

Largest decline over 1 year

-6.95%

-0.31%

-6.64%

Max Drawdown (3Y)

Largest decline over 3 years

-11.49%

-0.93%

-10.56%

Max Drawdown (5Y)

Largest decline over 5 years

-26.45%

-4.13%

-22.32%

Max Drawdown (10Y)

Largest decline over 10 years

-33.17%

Current Drawdown

Current decline from peak

-8.74%

0.00%

-8.74%

Average Drawdown

Average peak-to-trough decline

-7.61%

-1.06%

-6.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.08%

0.09%

+1.99%

Volatility

TTRZX vs. SCFZX - Volatility Comparison

Templeton Global Total Return Fund (TTRZX) has a higher volatility of 2.03% compared to PGIM Securitized Credit Fund (SCFZX) at 0.42%. This indicates that TTRZX's price experiences larger fluctuations and is considered to be riskier than SCFZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TTRZXSCFZXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.03%

0.42%

+1.61%

Volatility (6M)

Calculated over the trailing 6-month period

6.26%

1.03%

+5.23%

Volatility (1Y)

Calculated over the trailing 1-year period

7.49%

1.48%

+6.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.23%

1.91%

+7.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.91%

3.33%

+4.58%

TTRZX vs. SCFZX - Expense Ratio Comparison

TTRZX has a 0.89% expense ratio, which is higher than SCFZX's 0.65% expense ratio.


Dividends

TTRZX vs. SCFZX - Dividend Comparison

TTRZX's dividend yield for the trailing twelve months is around 6.95%, more than SCFZX's 5.08% yield.


PositionTTM20252024202320222021202020192018201720162015
SCFZX
PGIM Securitized Credit Fund
5.08%5.25%6.55%5.58%4.97%2.56%3.08%2.43%0.00%0.00%0.00%0.00%
TTRZX
Templeton Global Total Return Fund
6.95%5.57%8.19%5.95%7.54%8.18%4.84%6.96%5.55%3.54%2.94%4.31%

Frequently Asked Questions


TTRZX and SCFZX have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TTRZX has higher volatility (2.03%) compared to SCFZX (0.42%). In terms of maximum drawdown, TTRZX dropped -33.17% vs SCFZX's -17.20%.

SCFZX currently has the higher Sharpe Ratio (4.07 vs 1.19), 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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