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PDSIX: PRUDENTIAL QMA STOCK INDEX FUND CLASS I (MUTUAL FUND)
Basic Info 38.88 0.22(0.56%) April 17
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (77%) |
Start Date: | 11/24/1997 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 1.32% |
Expenses | 0.19% |
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Performance Analytics (As of 04/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/12/1998 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.7 | 5.4 | 22.7 | 7.8 | 13.3 | 12.5 | 14.4 | 9.7 | 7.9 | 26.4 | -18.4 | 28.3 | 18.4 | 31.5 | -4.9 | 21.7 | 11.7 | 1.2 | 13.5 | 32.1 | 15.8 | 2.1 | 14.9 | 26.3 | -37.0 | 5.4 | 15.5 | 4.6 | 10.7 | 28.3 | -22.2 | -12.1 | -8.8 | 20.7 | 28.3 | 0.9 |
Sharpe Ratio | NA | 2.91 | 2.16 | 0.42 | 0.59 | 0.68 | NA | NA | 0.36 | 1.71 | -0.83 | 2.16 | 0.53 | 2.4 | -0.36 | 3.16 | 0.88 | 0.08 | 1.18 | 2.9 | 1.25 | 0.09 | 0.79 | 0.96 | -0.92 | 0.15 | 1.23 | 0.24 | 0.88 | 1.63 | -0.9 | -0.68 | -0.58 | 0.97 | 1.23 | 0.35 |
Draw Down(%) | NA | 2.0 | 10.0 | 24.6 | 33.8 | 33.8 | NA | NA | 55.3 | 10.0 | 24.6 | 5.2 | 33.8 | 6.6 | 19.7 | 2.6 | 10.3 | 11.2 | 7.3 | 5.6 | 9.6 | 18.7 | 15.6 | 27.3 | 47.8 | 9.9 | 7.5 | 7.0 | 7.5 | 13.8 | 33.0 | 29.1 | 16.4 | 11.8 | 19.1 | 5.1 |
Standard Deviation(%) | NA | 11.1 | 11.6 | 17.2 | 21.2 | 17.6 | NA | NA | 19.5 | 13.1 | 24.0 | 13.1 | 34.2 | 12.5 | 17.2 | 6.7 | 13.1 | 14.2 | 11.4 | 11.1 | 12.8 | 23.4 | 18.7 | 27.2 | 41.0 | 16.0 | 10.0 | 10.3 | 11.1 | 17.0 | 26.0 | 21.4 | 22.1 | 18.0 | 20.3 | 15.9 |
Treynor Ratio | NA | 0.35 | 0.26 | 0.07 | 0.13 | 0.12 | NA | NA | 0.07 | 0.23 | -0.21 | 0.29 | 0.19 | 0.3 | -0.06 | 0.21 | 0.12 | 0.01 | 0.14 | 0.32 | 0.16 | 0.02 | 0.15 | 0.27 | -0.38 | 0.02 | 0.13 | 0.02 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.93 | 0.97 | 0.97 | 0.97 | 0.97 | NA | NA | 0.98 | 0.97 | 0.96 | 0.97 | 0.97 | 1.0 | 1.0 | 1.0 | 0.99 | 0.84 | 0.99 | 1.0 | 0.99 | 0.99 | 1.0 | 0.98 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.94 | 0.98 | 0.99 | 0.98 | 0.97 | NA | NA | 0.72 | 0.97 | 0.99 | 0.99 | 0.97 | 1.0 | 1.0 | 1.0 | 1.0 | 0.84 | 1.0 | 1.0 | 1.0 | 1.0 | 0.94 | 0.96 | 1.0 | 0.99 | 1.0 | 1.0 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/1998
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