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PJFZX: PRUDENTIAL JENNISON GROWTH FUND CLASS Z (MUTUAL FUND)
Basic Info 75.08 0.26(0.35%) July 10
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (74%) |
Start Date: | 08/04/1997 |
Last Dividend Date: | 12/06/2024 |
12-Mo. Yield | 10.12% |
Expenses | 1.71% |
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Performance Analytics (As of 07/10/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/05/1997 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 8.1 | 12.9 | 26.7 | 14.2 | 16.0 | 16.7 | 12.6 | 9.9 | 18.5 | 43.8 | -39.1 | 2.7 | 44.0 | 33.2 | -1.0 | 36.9 | -1.2 | 11.1 | 9.9 | 37.5 | 15.8 | 0.5 | 11.6 | 43.3 | -37.6 | 11.5 | 1.7 | 14.2 | 9.1 | 30.1 | -31.0 | -18.5 | -17.8 | 42.1 | 38.1 | -0.0 |
Sharpe Ratio | NA | 0.48 | 0.44 | 1.07 | 0.51 | 0.62 | NA | NA | 0.38 | 0.57 | 2.13 | -1.16 | 0.11 | 1.17 | 1.96 | -0.1 | 3.58 | -0.08 | 0.68 | 0.63 | 2.92 | 1.05 | 0.02 | 0.61 | 1.95 | -1.06 | 0.52 | -0.12 | 1.04 | 0.62 | 1.5 | -1.17 | -0.77 | -0.7 | 1.64 | 1.29 | -0.14 |
Draw Down(%) | NA | 24.0 | 24.0 | 24.0 | 43.4 | 43.4 | NA | NA | 63.8 | 14.0 | 11.4 | 41.1 | 21.7 | 31.6 | 10.3 | 23.0 | 3.5 | 17.3 | 12.9 | 11.4 | 6.6 | 12.3 | 19.0 | 16.9 | 16.0 | 45.5 | 9.4 | 16.1 | 8.3 | 12.3 | 13.9 | 37.2 | 39.7 | 33.2 | 13.3 | 29.3 | 12.0 |
Standard Deviation(%) | NA | 29.7 | 25.6 | 22.8 | 25.3 | 23.5 | NA | NA | 22.6 | 21.0 | 18.7 | 35.1 | 25.3 | 37.4 | 16.2 | 23.2 | 10.2 | 16.4 | 16.3 | 15.6 | 12.8 | 15.2 | 25.8 | 19.0 | 22.2 | 36.4 | 16.3 | 12.8 | 11.6 | 13.3 | 19.6 | 27.5 | 27.5 | 31.3 | 23.8 | 27.0 | 25.0 |
Treynor Ratio | NA | 0.15 | 0.12 | 0.26 | 0.13 | 0.15 | NA | NA | 0.09 | 0.14 | 0.43 | -0.43 | 0.03 | 0.44 | 0.42 | -0.02 | 0.32 | -0.01 | 0.12 | 0.09 | 0.36 | 0.16 | 0.0 | 0.12 | 0.48 | -0.4 | 0.09 | -0.02 | 0.13 | 0.09 | 0.3 | -0.38 | -0.28 | -0.26 | 0.37 | 0.34 | -0.04 |
Alpha | NA | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.01 | -0.02 | 0.01 | -0.01 | 0.02 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.04 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.03 | 0.0 | 0.08 | 0.02 | 0.03 |
Beta | NA | 0.94 | 0.95 | 0.94 | 0.97 | 0.97 | NA | NA | 0.94 | 0.88 | 0.92 | 0.94 | 0.8 | 0.99 | 0.76 | 1.1 | 1.13 | 1.08 | 0.9 | 1.12 | 1.03 | 1.02 | 0.97 | 0.97 | 0.89 | 0.97 | 0.97 | 0.96 | 0.94 | 0.88 | 0.99 | 0.85 | 0.74 | 0.85 | 1.05 | 1.03 | 0.95 |
RSquared | NA | 0.99 | 0.99 | 0.98 | 0.98 | 0.95 | NA | NA | 0.93 | 0.75 | 0.86 | 0.99 | 0.57 | 0.91 | 0.72 | 0.98 | 0.91 | 0.95 | 0.79 | 0.95 | 0.94 | 0.95 | 0.98 | 0.97 | 0.97 | 0.99 | 0.95 | 0.94 | 0.91 | 0.92 | 0.95 | 0.96 | 0.89 | 0.88 | 0.88 | 0.84 | 0.87 |
Yield(%) | N/A | 0.0 | 9.9 | 9.0 | 8.9 | 11.1 | 16.8 | 13.1 | N/A | 12.8 | 9.1 | 1.5 | 13.6 | 11.6 | 9.2 | 5.2 | 7.0 | 3.8 | 6.8 | 5.4 | 4.5 | 0.0 | 0.0 | 0.0 | 0.4 | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.8 | 6.4 | 3.9 | 8.7 |
Dividend Growth(%) | N/A | -100.0 | 98.2 | -30.9 | 142.3 | 1294.0 | N/A | N/A | N/A | 98.2 | 271.3 | -88.6 | 64.2 | 57.9 | 62.9 | -2.3 | 82.8 | -43.5 | 31.7 | 55.7 | N/A | N/A | N/A | -100.0 | 72.0 | 47.1 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 82.5 | 118.5 | -58.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/1997
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