PURZX: PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS Z (MUTUAL FUND)
Basic Info 20.22 0.06(0.30%) May 30
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 07/10/1998 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 2.15% |
| Expenses | 2.18% |
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Performance Analytics (As of 05/28/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/23/2007 |
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(%) | 3.1 | 4.4 | 13.0 | 2.0 | 2.7 | 2.0 | 5.4 | 4.6 | 1.9 | 3.6 | 11.2 | -26.7 | 11.7 | -4.4 | 24.9 | -4.7 | 11.4 | 0.9 | 0.1 | 14.4 | 3.9 | 27.3 | -5.5 | 20.3 | 38.6 | -44.1 | -6.9 | 36.2 | 16.1 | 40.2 | 46.4 | 7.8 | 8.2 | 17.7 | 4.1 | -18.2 |
| Sharpe Ratio | NA | 0.38 | 0.06 | -0.16 | 0.09 | 0.01 | NA | NA | 0.26 | -0.21 | 0.42 | -1.32 | 0.62 | -0.13 | 2.55 | -0.52 | 1.46 | 0.05 | 0.01 | 1.58 | 0.28 | 2.23 | -0.22 | 0.96 | 0.96 | -0.89 | -0.48 | 2.26 | 0.95 | 2.4 | 4.01 | 0.49 | 0.53 | 1.18 | 0.08 | -1.61 |
| Draw Down(%) | NA | 13.3 | 18.6 | 23.9 | 41.9 | 41.9 | NA | NA | 69.6 | 12.0 | 18.4 | 34.8 | 15.4 | 41.1 | 4.2 | 10.1 | 4.8 | 12.9 | 13.1 | 7.6 | 15.2 | 9.0 | 22.7 | 13.9 | 36.6 | 61.2 | 20.2 | 8.6 | 10.5 | 18.9 | 6.4 | 15.9 | 12.9 | 8.1 | 21.9 | 33.0 |
| Standard Deviation(%) | NA | 19.7 | 16.0 | 17.7 | 18.4 | 18.1 | NA | NA | 20.3 | 14.1 | 16.8 | 21.4 | 18.8 | 35.3 | 9.2 | 11.7 | 7.4 | 14.4 | 13.4 | 9.1 | 13.7 | 12.3 | 25.2 | 21.0 | 40.1 | 50.3 | 20.9 | 14.6 | 14.7 | 16.4 | 11.4 | 13.7 | 11.2 | 11.5 | 11.7 | 23.2 |
| Treynor Ratio | NA | 0.08 | 0.01 | -0.03 | 0.02 | 0.0 | NA | NA | 0.06 | -0.04 | 0.07 | -0.32 | 0.14 | -0.05 | 0.32 | -0.08 | 0.17 | 0.01 | 0.0 | 0.21 | 0.05 | 0.37 | -0.06 | 0.24 | 0.38 | -0.46 | -0.12 | 2.44 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | 0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.03 | 0.05 | 0.02 | -0.04 | 0.02 | 0.02 | 0.03 | 0.01 | 0.01 | 0.0 | 0.01 | 0.04 | 0.0 | 0.0 | 0.03 | 0.01 | 0.01 | 0.06 | 0.0 | 0.11 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.91 | 0.83 | 0.88 | 0.88 | 0.86 | NA | NA | 0.9 | 0.83 | 0.94 | 0.89 | 0.81 | 0.97 | 0.73 | 0.77 | 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 | 0.59 | 0.61 | 0.73 | 0.65 | 0.66 | NA | NA | 0.6 | 0.69 | 0.75 | 0.78 | 0.27 | 0.75 | 0.46 | 0.6 | 0.44 | 0.69 | 0.74 | 0.69 | 0.81 | 0.81 | 0.9 | 0.86 | 0.74 | 0.67 | 0.76 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.1 | 2.1 | 2.4 | 3.9 | 5.4 | 5.1 | N/A | 2.7 | 2.5 | 1.6 | 3.3 | 1.6 | 15.2 | 4.4 | 5.1 | 4.6 | 3.3 | 3.3 | 2.3 | 4.1 | 2.1 | 3.2 | 5.5 | 1.1 | 17.8 | 2.3 | 1.7 | 1.9 | 2.4 | 4.0 | 4.2 | 2.7 | 3.3 | 2.3 |
| Dividend Growth(%) | N/A | -100.0 | -13.9 | -70.8 | -68.2 | N/A | N/A | N/A | N/A | 18.8 | 11.2 | -46.7 | 89.7 | -88.2 | 205.3 | -8.2 | 10.0 | 30.7 | 14.3 | 42.7 | -31.7 | 80.1 | -21.6 | -24.1 | 178.0 | -95.2 | 933.3 | 52.3 | 27.0 | 9.7 | -35.9 | -1.1 | 82.4 | -21.5 | 15.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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