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PDBZX: PRUDENTIAL TOTAL RETURN BOND FUND CLASS Z (MUTUAL FUND)
Basic Info 11.99 0(0.0%) May 01
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 09/16/1996 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 3.66% |
| Expenses | 1.01% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/16/1996 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 1.4 | 6.8 | 2.1 | 0.5 | 2.1 | 3.4 | 4.2 | 3.9 | 2.9 | 7.7 | -14.8 | -1.3 | 8.0 | 11.0 | -0.7 | 6.6 | 4.8 | -0.0 | 7.0 | -0.8 | 9.8 | 7.8 | 9.6 | 20.4 | -3.0 | 5.7 | 4.6 | 3.2 | 5.8 | 6.9 | 6.5 | 7.2 | 8.2 | -6.7 | -1.3 | -1.3 | 3.0 |
| Sharpe Ratio | NA | 0.01 | 0.09 | -0.38 | -0.38 | 0.07 | NA | NA | 0.51 | -0.69 | 0.5 | -2.12 | -0.31 | 1.19 | 2.63 | -0.61 | 1.86 | 1.29 | -0.02 | 2.37 | -0.19 | 3.9 | 2.11 | 2.5 | 4.46 | -0.6 | 0.74 | 0.45 | 0.31 | 1.2 | 1.43 | 1.3 | 1.2 | 1.21 | -2.67 | -1.04 | -1.2 | 2.06 |
| Draw Down(%) | NA | 3.1 | 4.3 | 10.5 | 20.3 | 20.3 | NA | NA | 20.3 | 3.7 | 6.4 | 19.1 | 4.7 | 11.8 | 2.2 | 3.4 | 1.6 | 4.4 | 3.2 | 1.7 | 6.4 | 1.4 | 2.1 | 3.5 | 2.3 | 9.7 | 2.4 | 2.4 | 2.6 | 5.0 | 4.8 | 2.3 | 4.2 | 2.9 | 7.9 | 4.6 | 4.7 | 1.9 |
| Standard Deviation(%) | NA | 5.7 | 5.3 | 6.6 | 5.9 | 5.2 | NA | NA | 4.5 | 5.4 | 6.9 | 7.7 | 4.3 | 6.5 | 3.7 | 3.3 | 3.2 | 3.6 | 4.1 | 3.0 | 4.7 | 2.5 | 3.7 | 3.8 | 4.6 | 6.5 | 3.7 | 3.0 | 3.3 | 4.1 | 4.3 | 4.2 | 4.1 | 3.3 | 3.7 | 4.5 | 4.0 | 3.4 |
| Treynor Ratio | NA | 0.0 | 0.01 | -0.03 | -0.03 | 0.0 | NA | NA | 0.03 | -0.04 | 0.04 | -0.19 | -0.01 | 0.08 | 0.1 | -0.02 | 0.06 | 0.06 | 0.0 | 0.08 | -0.01 | 0.14 | 0.12 | 0.14 | 0.37 | -0.06 | 0.05 | 0.02 | 0.02 | 0.07 | 0.09 | 0.09 | 0.11 | 0.09 | -0.16 | -0.07 | -0.07 | 0.11 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.03 | -0.03 | -0.03 | 0.0 |
| Beta | NA | 0.94 | 0.93 | 0.89 | 0.87 | 0.91 | NA | NA | 0.73 | 0.94 | 0.88 | 0.86 | 0.95 | 0.94 | 1.01 | 1.09 | 1.05 | 0.83 | 0.86 | 0.82 | 0.98 | 0.71 | 0.64 | 0.67 | 0.54 | 0.61 | 0.59 | 0.64 | 0.67 | 0.75 | 0.72 | 0.63 | 0.47 | 0.45 | 0.6 | 0.67 | 0.64 | 0.62 |
| RSquared | NA | 0.93 | 0.92 | 0.94 | 0.87 | 0.85 | NA | NA | 0.7 | 0.93 | 0.95 | 0.92 | 0.79 | 0.68 | 0.83 | 0.75 | 0.81 | 0.73 | 0.79 | 0.7 | 0.62 | 0.76 | 0.72 | 0.83 | 0.68 | 0.54 | 0.55 | 0.58 | 0.58 | 0.75 | 0.74 | 0.65 | 0.49 | 0.41 | 0.7 | 0.67 | 0.5 | 0.73 |
| Yield(%) | N/A | 0.0 | 3.2 | 4.2 | 3.4 | 3.8 | 4.3 | 4.7 | N/A | 4.7 | 4.7 | 4.2 | 2.8 | 3.1 | 7.4 | 3.8 | 3.0 | 3.9 | 3.1 | 3.8 | 3.6 | 4.8 | 6.3 | 5.4 | 5.4 | 5.5 | 5.2 | 5.2 | 5.2 | 5.3 | 5.1 | 5.6 | 6.6 | 6.4 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -33.9 | -14.4 | -18.8 | -17.1 | N/A | N/A | N/A | 2.0 | -7.5 | 39.9 | -3.6 | -56.6 | 83.4 | 31.5 | -22.9 | 22.7 | -16.5 | 1.9 | -21.3 | -23.1 | 22.8 | 13.6 | -10.2 | 6.6 | 0.0 | -2.5 | -1.3 | 5.4 | -8.1 | -15.6 | 5.4 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/16/1996
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