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PCUFX: PRUDENTIAL UTILITY FUND D/B/A PRUDENTIAL JENNISON UTILITY FUND CLASS C (MUTUAL FUND)
Basic Info 15.5 0.06(0.39%) May 19
| Asset Class: | Utilities |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 09/22/1994 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 1.05% |
| Expenses | 0.83% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/14/2000 |
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 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.5 | 4.6 | 6.2 | 0.9 | 3.8 | 4.1 | 8.0 | 6.9 | 7.0 | 17.0 | -11.5 | -7.3 | 0.6 | 2.9 | 26.1 | 0.4 | 13.0 | 14.8 | -13.4 | 21.0 | 25.4 | 12.4 | 7.2 | 13.7 | 26.7 | -47.3 | 20.2 | 25.9 | 29.4 | 30.2 | 30.2 | -26.6 | -19.7 | 39.1 | -6.6 | -0.5 | 15.6 | 12.9 | 22.4 | -7.1 |
| Sharpe Ratio | NA | 0.41 | -0.03 | -0.19 | 0.06 | 0.12 | NA | NA | 0.28 | 0.61 | -0.88 | -0.4 | 0.03 | 0.08 | 2.43 | -0.07 | 1.55 | 1.05 | -0.93 | 1.09 | 2.27 | 1.18 | 0.36 | 0.78 | 1.11 | -1.1 | 1.06 | 1.88 | 2.01 | 2.59 | 2.14 | -1.11 | -1.2 | 2.13 | -0.65 | -0.22 | 0.94 | 0.96 | 2.76 | -2.33 |
| Draw Down(%) | NA | 11.4 | 19.3 | 27.3 | 30.3 | 35.5 | NA | NA | 58.6 | 15.7 | 16.3 | 17.0 | 13.4 | 35.5 | 4.9 | 9.1 | 4.9 | 11.3 | 19.2 | 12.3 | 8.6 | 7.9 | 16.9 | 12.2 | 24.4 | 56.7 | 12.5 | 9.8 | 11.8 | 7.0 | 14.0 | 41.0 | 27.4 | 7.6 | 15.3 | 14.2 | 7.8 | 7.9 | 3.0 | 9.5 |
| Standard Deviation(%) | NA | 21.2 | 19.4 | 19.7 | 18.8 | 18.5 | NA | NA | 18.4 | 17.0 | 18.0 | 21.9 | 18.0 | 34.4 | 10.1 | 12.8 | 8.0 | 13.9 | 14.4 | 19.2 | 11.1 | 10.5 | 20.0 | 17.6 | 24.0 | 43.6 | 16.3 | 12.1 | 13.5 | 11.3 | 13.8 | 24.9 | 18.6 | 16.4 | 15.1 | 17.6 | 12.8 | 9.7 | 6.7 | 11.7 |
| Treynor Ratio | NA | 0.09 | -0.01 | -0.04 | 0.01 | 0.03 | NA | NA | 0.06 | 0.11 | -0.18 | -0.09 | 0.01 | 0.03 | 0.29 | -0.01 | 0.17 | 0.18 | -0.19 | 0.28 | 0.31 | 0.14 | 0.07 | 0.13 | 0.26 | -0.45 | 0.22 | 0.28 | 0.33 | 0.33 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.05 | -0.03 | -0.03 | -0.02 | -0.02 | NA | NA | 0.01 | -0.02 | -0.02 | -0.03 | -0.04 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | -0.04 | 0.01 | 0.04 | 0.04 | -0.04 | 0.02 | 0.05 | -0.11 | 0.02 | 0.03 | 0.06 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.01 | 0.99 | 0.94 | 0.9 | 0.86 | NA | NA | 0.91 | 0.95 | 0.89 | 0.95 | 0.79 | 0.85 | 0.85 | 0.8 | 0.75 | 0.82 | 0.7 | 0.76 | 0.82 | 0.9 | 1.07 | 1.06 | 1.02 | 1.06 | 0.79 | 0.81 | 0.82 | 0.88 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.94 | 0.77 | 0.81 | 0.75 | 0.81 | NA | NA | 0.6 | 0.73 | 0.79 | 0.85 | 0.44 | 0.92 | 0.9 | 0.87 | 0.79 | 0.84 | 0.69 | 0.27 | 0.82 | 0.69 | 0.86 | 0.84 | 0.82 | 0.83 | 0.74 | 0.53 | 0.74 | 0.72 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.1 | 0.9 | 0.9 | 3.4 | 6.1 | 6.4 | N/A | 1.5 | 1.1 | 0.7 | 0.5 | 0.9 | 6.1 | 7.8 | 3.8 | 7.5 | 8.6 | 12.3 | 4.2 | 2.0 | 1.8 | 1.8 | 1.7 | 0.7 | 20.0 | 24.8 | 8.8 | 1.1 | 1.6 | 1.1 | 5.2 | 20.5 | 1.7 | 1.9 | 2.2 | 2.5 | 2.7 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | -14.8 | -56.4 | -86.5 | -49.8 | N/A | N/A | N/A | 22.1 | 45.5 | 57.7 | -47.0 | -82.8 | -28.4 | 120.4 | -45.0 | -32.8 | -23.2 | 240.4 | 135.9 | 20.6 | 9.8 | 27.1 | 30.3 | -96.5 | -21.9 | 253.8 | 946.4 | -13.4 | 7.7 | -84.2 | -70.5 | 1014.5 | -12.3 | -3.0 | -4.5 | 11.8 | 69.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2000
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