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PSIAX: PRUDENTIAL QMA STOCK INDEX FUND CLASS A (MUTUAL FUND)
Basic Info 42.22 0.61(1.47%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 11/23/1999 |
| Last Dividend Date: | 12/06/2024 |
| 12-Mo. Yield | 1.07% |
| Expenses | 0.52% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/23/1999 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | -3.1 | 9.7 | 1.9 | 2.5 | 5.1 | 8.0 | 6.4 | 4.5 | 20.5 | 11.6 | -29.0 | 15.8 | -6.9 | 31.0 | -5.2 | 21.3 | 11.3 | 0.9 | 13.1 | 31.7 | 15.4 | 1.7 | 14.5 | 25.8 | -37.2 | 5.0 | 15.2 | 4.3 | 10.4 | 27.9 | -22.5 | -12.4 | -9.1 | 4.7 |
| Sharpe Ratio | NA | -0.43 | 0.17 | -0.11 | -0.01 | 0.16 | NA | NA | 0.15 | 1.07 | 0.42 | -1.08 | 0.92 | -0.17 | 2.37 | -0.38 | 3.1 | 0.85 | 0.06 | 1.15 | 2.86 | 1.21 | 0.07 | 0.77 | 0.95 | -0.93 | 0.13 | 1.2 | 0.21 | 0.85 | 1.6 | -0.91 | -0.7 | -0.6 | 4.52 |
| Draw Down(%) | NA | 18.8 | 20.5 | 23.0 | 36.0 | 36.0 | NA | NA | 55.5 | 8.5 | 11.0 | 30.5 | 12.3 | 33.8 | 6.7 | 19.8 | 2.6 | 10.3 | 11.3 | 7.4 | 5.6 | 9.7 | 18.9 | 15.7 | 27.3 | 47.9 | 9.9 | 7.5 | 7.0 | 7.7 | 13.8 | 33.1 | 29.2 | 16.5 | 2.0 |
| Standard Deviation(%) | NA | 28.0 | 19.6 | 21.4 | 22.9 | 20.9 | NA | NA | 20.5 | 13.0 | 17.5 | 28.3 | 17.1 | 41.5 | 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 | 22.0 | 11.6 |
| Treynor Ratio | NA | -0.12 | 0.03 | -0.02 | 0.0 | 0.03 | NA | NA | 0.03 | 0.14 | 0.08 | -0.31 | 0.15 | -0.07 | 0.3 | -0.07 | 0.21 | 0.11 | 0.01 | 0.13 | 0.32 | 0.16 | 0.02 | 0.14 | 0.26 | -0.38 | 0.02 | 0.12 | 0.02 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | -0.04 | -0.05 | -0.02 | NA | NA | -0.01 | -0.01 | -0.05 | -0.05 | -0.04 | -0.09 | 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 |
| Beta | NA | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | NA | NA | 0.99 | 0.98 | 0.97 | 1.0 | 1.04 | 0.97 | 1.0 | 1.0 | 1.0 | 0.99 | 0.84 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.98 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.96 | 0.77 | 0.66 | 0.78 | NA | NA | 0.72 | 0.94 | 0.56 | 0.79 | 0.68 | 0.7 | 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 |
| Yield(%) | N/A | 0.0 | 1.1 | 1.1 | 1.2 | 5.8 | 7.7 | 6.4 | N/A | 1.1 | 1.4 | 1.0 | 1.0 | 1.6 | 19.8 | 17.9 | 6.8 | 3.9 | 3.5 | 6.9 | 1.7 | 1.9 | 1.6 | 1.5 | 1.9 | 1.9 | 1.6 | 1.7 | 1.4 | 1.6 | 1.3 | 0.8 | 0.7 | 0.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -7.6 | -85.5 | -89.7 | 271.2 | N/A | N/A | N/A | -7.6 | -1.5 | 12.3 | -43.7 | -91.0 | -14.9 | 200.7 | 90.4 | 9.3 | -45.9 | 395.2 | 6.7 | 19.9 | 15.3 | -1.6 | -35.7 | 20.2 | 1.4 | 30.9 | -5.5 | 52.5 | 32.5 | -7.1 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/23/1999
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