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PSICX: PRUDENTIAL QMA STOCK INDEX FUND CLASS C (MUTUAL FUND)
Basic Info 39.08 0.06(0.15%) May 10
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (28%) |
Start Date: | 11/23/1999 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 13.20% |
Expenses | 0.52% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/23/1999 |
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(%) | 1.9 | 9.2 | 26.7 | 4.3 | 10.9 | 10.4 | 12.3 | 8.5 | 5.8 | 25.2 | -19.3 | 14.8 | 17.2 | 30.1 | -5.9 | 20.5 | 10.6 | 0.2 | 12.4 | 30.8 | 14.7 | 1.1 | 13.8 | 24.9 | -37.7 | 4.2 | 14.3 | 3.5 | 9.5 | 27.0 | -23.1 | -13.0 | -9.8 | 4.6 |
Sharpe Ratio | NA | 1.97 | 1.95 | 0.11 | 0.43 | 0.52 | NA | NA | 0.23 | 1.61 | -0.86 | 0.86 | 0.49 | 2.3 | -0.42 | 2.98 | 0.79 | 0.02 | 1.09 | 2.78 | 1.16 | 0.05 | 0.73 | 0.91 | -0.94 | 0.08 | 1.11 | 0.13 | 0.77 | 1.55 | -0.93 | -0.73 | -0.63 | 4.38 |
Draw Down(%) | NA | 5.5 | 10.2 | 31.3 | 33.8 | 33.8 | NA | NA | 56.1 | 10.2 | 25.2 | 12.5 | 33.8 | 6.7 | 19.9 | 2.7 | 10.4 | 11.4 | 7.4 | 5.7 | 9.8 | 19.0 | 15.8 | 27.4 | 48.3 | 10.0 | 7.6 | 7.1 | 8.0 | 13.9 | 33.5 | 29.6 | 16.8 | 2.0 |
Standard Deviation(%) | NA | 12.1 | 11.7 | 18.5 | 21.8 | 17.9 | NA | NA | 19.6 | 13.1 | 24.1 | 17.2 | 34.2 | 12.5 | 17.2 | 6.7 | 13.1 | 14.2 | 11.4 | 11.1 | 12.8 | 23.4 | 18.6 | 27.2 | 41.0 | 16.0 | 10.0 | 10.3 | 11.1 | 17.0 | 26.0 | 21.5 | 22.0 | 11.5 |
Treynor Ratio | NA | 0.24 | 0.23 | 0.02 | 0.1 | 0.1 | NA | NA | 0.05 | 0.22 | -0.21 | 0.14 | 0.17 | 0.29 | -0.07 | 0.2 | 0.1 | 0.0 | 0.13 | 0.31 | 0.15 | 0.01 | 0.14 | 0.25 | -0.39 | 0.01 | 0.11 | 0.01 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | 0.0 | 0.0 | -0.04 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.99 | 0.98 | 0.98 | 0.97 | NA | NA | 0.98 | 0.97 | 0.97 | 1.03 | 0.97 | 1.0 | 1.0 | 1.0 | 0.99 | 0.84 | 0.99 | 1.0 | 0.99 | 0.99 | 1.0 | 0.98 | 0.98 | 1.01 | 0.98 | 1.0 | 1.0 | NA | NA | NA | NA | NA |
RSquared | NA | 0.92 | 0.97 | 0.9 | 0.94 | 0.94 | NA | NA | 0.76 | 0.97 | 0.99 | 0.67 | 0.97 | 1.0 | 1.0 | 1.0 | 1.0 | 0.84 | 1.0 | 1.0 | 1.0 | 1.0 | 0.94 | 0.96 | 0.96 | 0.99 | 1.0 | 1.0 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 13.2 | 7.2 | 12.4 | 10.9 | 15.7 | 10.0 | N/A | 14.3 | 10.8 | 0.3 | 25.1 | 19.4 | 17.2 | 6.3 | 3.3 | 2.8 | 6.2 | 1.0 | 1.2 | 1.0 | 0.9 | 1.1 | 1.2 | 0.8 | 0.9 | 0.5 | 0.8 | 0.4 | 0.1 | 0.1 | 0.3 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -8.3 | -65.0 | 69.7 | 1634.3 | N/A | N/A | N/A | -8.3 | 4481.8 | -99.0 | 44.3 | -13.2 | 209.7 | 112.5 | 11.5 | -51.4 | 660.6 | -2.9 | 25.9 | 17.4 | 0.0 | -39.5 | 52.0 | -3.8 | 85.7 | -30.0 | 122.2 | 200.0 | 0.0 | -66.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/23/1999
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