PURAX: PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 05/15/1998 |
| Last Dividend Date: | 04/17/2025 |
| 12-Mo. Yield | 2.36% |
| Expenses | 1.31% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/15/1998 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 5.4 | 11.5 | 5.4 | 1.8 | 1.9 | 4.9 | 4.0 | 6.5 | 3.2 | 10.8 | -27.0 | 11.2 | -4.8 | 24.2 | -5.3 | 11.0 | 0.5 | -0.1 | 14.1 | 3.6 | 26.9 | -5.8 | 19.9 | 38.2 | -44.3 | -7.1 | 36.0 | 15.8 | 39.8 | 46.2 | 6.5 | 8.0 | 17.3 | 4.0 | -18.8 |
| Sharpe Ratio | NA | 0.49 | 0.52 | 0.12 | -0.01 | 0.03 | NA | NA | 0.24 | -0.24 | 0.39 | -1.33 | 0.59 | -0.14 | 2.47 | -0.22 | 1.41 | 0.02 | -0.01 | 1.44 | 0.26 | 2.19 | -0.23 | 0.94 | 0.95 | -0.89 | -0.49 | 2.23 | 0.93 | 2.38 | 3.97 | 0.4 | 0.53 | 1.17 | 0.07 | -1.51 |
| Draw Down(%) | NA | 13.3 | 18.7 | 24.0 | 42.1 | 42.1 | NA | NA | 69.8 | 12.1 | 18.7 | 35.0 | 15.5 | 41.1 | 4.3 | 21.1 | 4.8 | 13.1 | 13.2 | 7.7 | 15.2 | 9.0 | 22.7 | 13.9 | 36.6 | 61.3 | 20.3 | 8.6 | 10.5 | 18.9 | 6.5 | 16.0 | 13.0 | 8.0 | 22.0 | 33.3 |
| Standard Deviation(%) | NA | 18.3 | 15.9 | 17.2 | 17.9 | 20.2 | NA | NA | 21.0 | 14.1 | 16.8 | 21.4 | 18.9 | 35.3 | 9.2 | 30.3 | 7.4 | 14.5 | 13.4 | 9.7 | 13.7 | 12.4 | 25.2 | 21.0 | 40.2 | 50.4 | 20.9 | 14.7 | 14.7 | 16.3 | 11.5 | 13.6 | 10.9 | 11.3 | 11.5 | 20.7 |
| Treynor Ratio | NA | 0.1 | 0.1 | 0.02 | 0.0 | 0.01 | NA | NA | 0.06 | -0.04 | 0.07 | -0.32 | 0.14 | -0.05 | 0.31 | -0.08 | 0.16 | 0.0 | 0.0 | 0.2 | 0.04 | 0.37 | -0.07 | 0.23 | 0.37 | -0.46 | -0.12 | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | 0.0 | 0.01 | 0.0 | 0.01 | NA | NA | 0.03 | 0.05 | 0.02 | -0.04 | 0.02 | 0.02 | 0.03 | 0.02 | 0.0 | 0.0 | 0.01 | 0.04 | 0.0 | 0.0 | 0.03 | 0.0 | 0.01 | 0.06 | -0.01 | 0.11 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.92 | 0.85 | 0.87 | 0.88 | 0.87 | NA | NA | 0.9 | 0.83 | 0.94 | 0.89 | 0.8 | 0.97 | 0.73 | 0.84 | 0.64 | 0.69 | 0.73 | 0.7 | 0.82 | 0.74 | 0.87 | 0.86 | 1.02 | 0.99 | 0.83 | 0.14 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.6 | 0.61 | 0.72 | 0.63 | 0.53 | NA | NA | 0.56 | 0.69 | 0.75 | 0.78 | 0.27 | 0.75 | 0.46 | 0.1 | 0.45 | 0.69 | 0.74 | 0.62 | 0.81 | 0.81 | 0.9 | 0.86 | 0.74 | 0.66 | 0.76 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.5 | 2.4 | 2.1 | 2.0 | 3.7 | 4.7 | 4.5 | N/A | 2.3 | 2.1 | 1.3 | 2.9 | 1.2 | 14.6 | 3.9 | 4.8 | 4.3 | 3.0 | 3.0 | 2.0 | 3.8 | 1.8 | 2.9 | 5.2 | 1.0 | 17.6 | 2.0 | 1.5 | 1.6 | 2.2 | 2.8 | 3.9 | 2.4 | 3.1 | 2.2 |
| Dividend Growth(%) | N/A | -77.4 | 14.1 | -71.2 | -70.0 | -1.5 | N/A | N/A | N/A | 21.0 | 14.2 | -50.5 | 119.2 | -90.7 | 232.4 | -13.7 | 10.3 | 33.9 | 15.6 | 48.5 | -35.9 | 91.0 | -24.4 | -27.3 | 196.8 | -95.8 | 1045.0 | 59.1 | 27.7 | 1.9 | -16.3 | -26.1 | 89.7 | -23.3 | 13.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/1998
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