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PHSZX: Prudential Jennison Health Sciences Z (MUTUAL FUND)
Basic Info 56.52 1.08(1.95%) May 14
| Asset Class: | Health |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 05/29/2001 |
| Last Dividend Date: | 12/18/2020 |
| 12-Mo. Yield | 20.43% |
| Expenses | 0.95% |
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Performance Analytics (As of 05/14/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.8 | -2.2 | 32.8 | 14.5 | 17.5 | 16.9 | 14.7 | 14.1 | 41.7 | 18.6 | -3.4 | 31.4 | -14.4 | 5.4 | 35.9 | 56.3 | 25.5 | 13.0 | 18.8 | 25.5 | -26.0 | 17.3 | 8.3 | 22.3 | 30.4 | 42.7 | -31.7 | 11.5 |
| SR | NA | -0.25 | 1.44 | 0.51 | 0.68 | 0.7 | NA | 0.59 | 1.17 | 0.88 | -0.2 | 1.95 | -0.56 | 0.23 | 1.54 | 3.25 | 1.61 | 0.52 | 0.89 | 1.02 | -0.81 | 1.06 | 0.39 | 1.54 | 1.62 | 2.19 | -1.23 | 0.93 |
| DD(%) | NA | 14.0 | 14.0 | 30.7 | 30.7 | 38.0 | NA | 42.3 | 30.6 | 16.6 | 26.6 | 6.5 | 24.8 | 24.7 | 20.4 | 10.2 | 11.4 | 21.6 | 17.2 | 21.3 | 40.2 | 7.8 | 15.0 | 7.1 | 20.3 | 8.8 | 41.8 | 18.5 |
| SD(%) | NA | 23.6 | 22.8 | 27.1 | 24.4 | 23.5 | NA | 22.3 | 35.1 | 19.6 | 24.1 | 15.9 | 26.1 | 23.6 | 23.3 | 17.3 | 15.9 | 25.0 | 21.0 | 24.8 | 33.0 | 13.5 | 13.0 | 13.1 | 18.2 | 19.1 | 26.6 | 19.7 |
| TR | NA | -0.04 | 0.27 | 0.11 | 0.14 | 0.13 | NA | 0.11 | 0.36 | 0.14 | -0.04 | 0.27 | -0.1 | 0.05 | 0.23 | 0.42 | 0.2 | 0.11 | 0.13 | 0.22 | -0.26 | 0.13 | 0.04 | 0.16 | 0.21 | 0.35 | -0.27 | 0.14 |
| Alpha(%) | NA | -0.08 | 0.04 | 0.0 | 0.02 | 0.0 | NA | 0.01 | 0.09 | -0.03 | -0.01 | 0.05 | 0.0 | -0.03 | -0.03 | -0.01 | 0.02 | 0.0 | 0.04 | 0.01 | -0.03 | 0.05 | -0.01 | 0.01 | 0.06 | 0.03 | -0.09 | 0.06 |
| Beta(%) | NA | 1.47 | 1.23 | 1.21 | 1.23 | 1.27 | NA | 1.22 | 1.15 | 1.27 | 1.31 | 1.16 | 1.49 | 1.18 | 1.55 | 1.34 | 1.27 | 1.22 | 1.42 | 1.15 | 1.04 | 1.07 | 1.16 | 1.25 | 1.39 | 1.21 | 1.22 | 1.31 |
| RS | NA | 0.58 | 0.67 | 0.77 | 0.75 | 0.75 | NA | 0.75 | 0.83 | 0.76 | 0.74 | 0.52 | 0.85 | 0.72 | 0.74 | 0.65 | 0.63 | 0.78 | 0.76 | 0.72 | 0.81 | 0.74 | 0.69 | 0.68 | 0.59 | 0.78 | 0.85 | 0.68 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/29/2001
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Health Asset Class Trend Rankings |
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Best Closed End Funds
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