Find A Portfolio/Ticker
Comparison Box
PSGQX: PRUDENTIAL JENNISON FOCUSED GROWTH FUND CLASS Q (MUTUAL FUND)
Basic Info 32.77 0.34(1.05%) July 09
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (5%) |
Start Date: | 05/04/2012 |
Last Dividend Date: | 12/07/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.75% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/04/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.1 | 8.5 | 11.9 | 26.9 | 13.1 | 15.8 | 15.9 | 32.0 | 52.8 | -40.5 | -6.7 | 54.6 | 33.0 | 2.6 | 36.2 | -3.3 | 12.6 | 7.2 | 37.9 | -0.4 |
Sharpe Ratio | NA | 0.45 | 0.37 | 1.03 | 0.41 | 0.58 | 0.65 | 1.27 | 2.68 | -1.17 | -0.25 | 1.43 | 1.79 | 0.05 | 3.16 | -0.21 | 0.76 | 0.44 | 2.92 | -0.04 |
Draw Down(%) | NA | 24.6 | 24.7 | 24.7 | 47.4 | 47.4 | 47.4 | 14.8 | 11.2 | 42.3 | 25.6 | 32.9 | 9.5 | 23.3 | 4.4 | 18.2 | 12.9 | 13.0 | 6.8 | 9.5 |
Standard Deviation(%) | NA | 31.1 | 26.8 | 23.4 | 26.8 | 24.6 | 22.7 | 20.0 | 18.3 | 35.9 | 27.2 | 37.7 | 17.6 | 24.7 | 11.3 | 16.9 | 16.6 | 16.2 | 13.0 | 16.0 |
Treynor Ratio | NA | 0.14 | 0.1 | 0.25 | 0.11 | 0.14 | 0.15 | 0.27 | 0.52 | -0.44 | -0.08 | 0.55 | 0.39 | 0.01 | 0.29 | -0.03 | 0.14 | 0.06 | 0.37 | -0.01 |
Alpha | NA | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.03 | -0.01 | -0.02 | 0.01 | -0.01 | 0.01 | -0.01 | -0.01 | 0.02 | -0.03 | 0.0 | -0.03 |
Beta | NA | 0.98 | 0.99 | 0.96 | 1.01 | 1.0 | 1.01 | 0.94 | 0.94 | 0.96 | 0.85 | 0.99 | 0.8 | 1.16 | 1.21 | 1.1 | 0.9 | 1.14 | 1.02 | 1.06 |
RSquared | NA | 0.99 | 0.98 | 0.96 | 0.96 | 0.93 | 0.93 | 0.92 | 0.93 | 0.98 | 0.55 | 0.9 | 0.69 | 0.96 | 0.85 | 0.92 | 0.77 | 0.92 | 0.9 | 0.95 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 5.0 | 8.5 | N/A | 0.0 | 0.0 | 0.0 | 13.4 | 12.2 | 6.7 | 9.8 | 13.2 | 9.2 | 12.0 | 6.3 | 0.8 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -5.4 | N/A | N/A | N/A | N/A | -100.0 | 65.1 | 133.4 | -37.0 | -9.0 | 30.1 | -24.9 | 90.7 | 1015.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2012
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.0% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.35% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 1.06% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.99% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 1.00% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.54% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.55% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.93% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 1.06% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 1.08% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.89% (99%)
- VUG (Vanguard Growth ETF) 0.95% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.92% (99%)
- QQQQ (PowerShares QQQ) 0.71% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.98% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.74% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.70% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 0.97% (96%)
- PWB (Invesco Large Cap Growth ETF) 0.66% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.08% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.24% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.25% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.55% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.22% (97%)
- GAM (General American Investors Closed Fund) 0.25% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.16% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.71% (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.19% (22%)