TBDAX: PRUDENTIAL JENNISON CONSERVATIVE GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 19.09 0.03(0.16%) May 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 05/29/2001 |
| Last Dividend Date: | 12/13/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.96% |
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Performance Analytics (As of 05/30/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/29/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 1.5 | 1.4 | 15.3 | 5.3 | 8.7 | 10.8 | 8.4 | 5.9 | 15.8 | 46.0 | -32.9 | -1.4 | 21.2 | 30.3 | -1.4 | 22.9 | 7.4 | 2.7 | 10.4 | 34.6 | 16.3 | -0.6 | 7.4 | 40.0 | -36.3 | 10.0 | 4.4 | 8.6 | 3.7 | 37.6 | -31.9 | -17.1 |
| Sharpe Ratio | NA | 0.02 | -0.07 | 0.5 | 0.12 | 0.3 | NA | NA | 0.21 | 0.41 | 2.44 | -1.07 | -0.05 | 0.54 | 1.9 | -0.13 | 2.74 | 0.51 | 0.18 | 0.83 | 2.94 | 1.24 | -0.03 | 0.41 | 1.83 | -1.03 | 0.46 | 0.09 | 0.52 | 0.17 | 1.7 | -0.98 | -0.96 |
| Draw Down(%) | NA | 23.0 | 31.3 | 31.3 | 49.9 | 49.9 | NA | NA | 53.2 | 15.3 | 11.3 | 35.6 | 26.7 | 31.9 | 9.1 | 21.7 | 3.0 | 13.9 | 12.4 | 8.5 | 6.3 | 10.9 | 19.0 | 16.9 | 17.1 | 44.2 | 8.1 | 12.9 | 10.4 | 19.0 | 14.1 | 44.4 | 36.6 |
| Standard Deviation(%) | NA | 32.2 | 28.3 | 24.1 | 27.5 | 24.0 | NA | NA | 22.3 | 22.6 | 17.3 | 32.2 | 30.1 | 38.9 | 15.2 | 21.0 | 8.2 | 14.2 | 14.7 | 12.6 | 11.7 | 13.2 | 24.3 | 18.0 | 21.8 | 35.9 | 15.3 | 12.0 | 12.2 | 15.7 | 21.7 | 33.6 | 30.7 |
| Treynor Ratio | NA | 0.01 | -0.02 | 0.13 | 0.04 | 0.08 | NA | NA | 0.05 | 0.1 | 0.47 | -0.4 | -0.02 | 0.22 | 0.41 | -0.03 | 0.26 | 0.08 | 0.03 | 0.12 | 0.37 | 0.19 | -0.01 | 0.08 | 0.46 | -0.39 | 0.08 | 0.01 | 0.06 | 0.03 | 0.34 | -0.32 | -0.27 |
| Alpha | NA | 0.0 | -0.04 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | -0.03 | 0.02 | 0.01 | 0.01 | -0.08 | 0.0 | -0.01 | -0.01 | 0.03 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.03 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.03 | 0.03 | 0.0 |
| Beta | NA | 0.93 | 0.91 | 0.9 | 0.87 | 0.88 | NA | NA | 0.92 | 0.9 | 0.9 | 0.86 | 0.73 | 0.96 | 0.7 | 1.0 | 0.87 | 0.92 | 0.82 | 0.89 | 0.93 | 0.87 | 0.9 | 0.92 | 0.87 | 0.95 | 0.9 | 0.86 | 0.99 | 1.04 | 1.09 | 1.02 | 1.1 |
| RSquared | NA | 0.99 | 0.81 | 0.89 | 0.74 | 0.79 | NA | NA | 0.87 | 0.69 | 0.95 | 0.97 | 0.37 | 0.81 | 0.72 | 0.98 | 0.84 | 0.93 | 0.81 | 0.93 | 0.92 | 0.92 | 0.96 | 0.97 | 0.97 | 0.98 | 0.95 | 0.86 | 0.91 | 0.93 | 0.92 | 0.92 | 0.87 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 3.7 | 6.1 | 5.1 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.9 | 9.4 | 12.3 | 3.5 | 7.5 | 10.1 | 5.3 | 0.6 | 0.1 | 0.2 | 0.0 | 0.1 | 16.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 39.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -53.6 | -14.7 | 270.1 | -56.0 | -25.2 | 141.2 | 995.3 | 975.0 | -75.0 | N/A | -100.0 | -99.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/29/2001
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