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PFSZX: PRUDENTIAL FINANCIAL SERVICES FUND CLASS Z (MUTUAL FUND)
Basic Info 21.6 0.04(0.19%) March 28
Asset Class: | Financial |
MyPlanIQ Rating: | (57%) |
Start Date: | 12/05/2000 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 2.47% |
Expenses | 1.00% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/29/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 11.2 | 41.1 | 7.7 | 13.2 | 6.9 | 12.0 | 8.5 | 8.1 | 21.2 | -17.4 | 26.5 | 10.8 | 33.7 | -13.6 | 23.5 | 3.4 | -11.0 | -5.4 | 29.2 | 33.7 | -18.7 | 18.0 | 84.0 | -35.5 | -5.0 | 21.5 | 4.1 | 16.4 | 29.9 | -13.2 | -1.2 | 7.1 |
Sharpe Ratio | NA | 4.17 | 2.51 | 0.26 | 0.44 | 0.26 | NA | NA | 0.3 | 0.98 | -0.7 | 1.45 | 0.24 | 2.05 | -0.8 | 2.14 | 0.14 | -0.72 | -0.46 | 2.18 | 1.89 | -0.6 | 0.8 | 2.09 | -0.84 | -0.39 | 1.41 | 0.15 | 1.2 | 1.57 | -0.5 | -0.18 | 6.89 |
Draw Down(%) | NA | 2.0 | 11.6 | 31.4 | 44.5 | 44.5 | NA | NA | 55.1 | 15.6 | 28.7 | 10.6 | 44.5 | 9.1 | 25.4 | 4.9 | 20.2 | 19.6 | 11.9 | 9.7 | 17.9 | 32.6 | 16.7 | 27.3 | 49.6 | 14.9 | 11.4 | 11.1 | 12.8 | 17.0 | 32.2 | 20.8 | 3.3 |
Standard Deviation(%) | NA | 11.3 | 14.4 | 20.7 | 26.4 | 22.0 | NA | NA | 23.5 | 17.4 | 26.8 | 18.3 | 43.7 | 15.8 | 18.5 | 10.8 | 22.5 | 15.3 | 11.8 | 13.4 | 18.0 | 31.0 | 22.5 | 40.2 | 43.3 | 20.4 | 13.1 | 12.9 | 13.0 | 18.6 | 28.3 | 20.2 | 24.9 |
Treynor Ratio | NA | 0.49 | 0.37 | 0.06 | 0.12 | 0.06 | NA | NA | 0.09 | 0.18 | -0.18 | 0.29 | 0.12 | 0.33 | -0.16 | 0.32 | 0.03 | -0.17 | -0.07 | 0.35 | 0.35 | -0.21 | 0.22 | 1.35 | -0.62 | -0.09 | 0.17 | 0.02 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.01 | -0.01 | NA | NA | 0.02 | 0.02 | -0.02 | -0.01 | 0.05 | 0.01 | 0.0 | 0.03 | -0.08 | -0.04 | -0.06 | 0.01 | 0.03 | -0.03 | 0.02 | 0.2 | -0.03 | 0.04 | 0.01 | 0.0 | 0.03 | NA | NA | NA | NA |
Beta | NA | 0.96 | 0.99 | 0.99 | 0.94 | 0.92 | NA | NA | 0.76 | 0.97 | 1.03 | 0.9 | 0.91 | 0.99 | 0.95 | 0.73 | 1.08 | 0.66 | 0.79 | 0.83 | 0.98 | 0.88 | 0.82 | 0.62 | 0.59 | 0.86 | 1.08 | 1.05 | 1.04 | NA | NA | NA | NA |
RSquared | NA | 0.94 | 0.95 | 0.93 | 0.94 | 0.88 | NA | NA | 0.72 | 0.96 | 0.93 | 0.88 | 0.96 | 0.92 | 0.92 | 0.76 | 0.76 | 0.51 | 0.65 | 0.72 | 0.82 | 0.88 | 0.83 | 0.84 | 0.82 | 0.91 | 0.86 | 0.86 | 0.83 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/29/2001
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