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PTEZX: PRUDENTIAL QMA LARGE-CAP CORE EQUITY FUND CLASS Z (MUTUAL FUND)
Basic Info 22.88 0.02(0.09%) July 08
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 03/13/2000 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 0.97% |
| Expenses | 1.44% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/14/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 4.3 | 0.3 | 13.8 | 9.9 | 9.4 | 11.9 | 8.3 | 6.5 | 14.7 | 24.0 | -17.4 | 12.2 | 10.0 | 29.7 | -7.5 | 23.4 | 11.1 | -0.1 | 14.9 | 33.3 | 17.3 | 1.3 | 12.8 | 21.6 | -37.4 | 6.4 | 16.4 | 4.8 | 11.8 | 29.9 | -20.5 | -14.8 | -2.1 |
| Sharpe Ratio | NA | 0.3 | -0.07 | 0.59 | 0.41 | 0.41 | NA | NA | 0.26 | 0.5 | 1.5 | -0.78 | 0.6 | 0.27 | 2.19 | -0.5 | 3.08 | 0.81 | -0.01 | 0.88 | 2.89 | 1.33 | 0.05 | 0.67 | 0.83 | -0.96 | 0.22 | 1.24 | 0.25 | 0.94 | 1.76 | -0.84 | -0.83 | -0.29 |
| Draw Down(%) | NA | 20.6 | 26.9 | 26.9 | 31.7 | 36.2 | NA | NA | 55.8 | 12.0 | 9.6 | 22.9 | 16.1 | 36.2 | 7.4 | 21.1 | 3.1 | 10.6 | 11.6 | 8.1 | 6.1 | 10.6 | 20.2 | 16.9 | 28.3 | 48.5 | 9.9 | 8.9 | 7.1 | 7.5 | 12.8 | 31.8 | 29.6 | 17.1 |
| Standard Deviation(%) | NA | 25.0 | 22.6 | 18.3 | 19.4 | 19.6 | NA | NA | 20.0 | 16.2 | 13.3 | 24.1 | 20.4 | 35.3 | 12.9 | 17.8 | 7.4 | 13.4 | 14.6 | 17.0 | 11.5 | 13.1 | 24.7 | 18.8 | 26.0 | 39.9 | 15.9 | 10.6 | 10.5 | 11.5 | 16.6 | 25.5 | 20.9 | 23.5 |
| Treynor Ratio | NA | 0.07 | -0.02 | 0.11 | 0.08 | 0.08 | NA | NA | 0.05 | 0.08 | 0.2 | -0.2 | 0.12 | 0.1 | 0.28 | -0.09 | 0.21 | 0.11 | 0.0 | 0.14 | 0.32 | 0.17 | 0.01 | 0.12 | 0.23 | -0.39 | 0.03 | 0.13 | 0.03 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.05 | -0.02 | -0.02 | -0.01 | NA | NA | -0.01 | -0.03 | -0.01 | 0.01 | -0.05 | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 1.02 | 1.02 | 0.99 | 1.0 | 0.99 | NA | NA | 0.99 | 1.03 | 0.98 | 0.97 | 1.06 | 0.95 | 1.02 | 1.03 | 1.09 | 1.01 | 0.86 | 1.03 | 1.03 | 1.02 | 1.04 | 1.03 | 0.95 | 0.97 | 0.99 | 1.04 | 1.02 | 1.03 | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.83 | 0.9 | 0.84 | 0.9 | NA | NA | 0.76 | 0.68 | 0.95 | 0.99 | 0.52 | 0.88 | 0.98 | 0.99 | 0.97 | 0.99 | 0.83 | 0.48 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 1.0 | 0.98 | 0.98 | 0.98 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.5 | 1.5 | 5.8 | 8.9 | 6.1 | N/A | 1.2 | 1.7 | 1.3 | 1.2 | 1.4 | 5.0 | 17.5 | 16.5 | 5.7 | 5.6 | 8.9 | 10.0 | 5.7 | 7.8 | 0.4 | 0.8 | 1.0 | 1.0 | 0.8 | 0.6 | 1.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -17.7 | -31.1 | -85.3 | 93.3 | N/A | N/A | N/A | -17.7 | 6.7 | 19.8 | -4.1 | -66.2 | -78.3 | 13.2 | 209.6 | -4.4 | -33.7 | 5.6 | 96.9 | -30.8 | 1856.2 | -36.0 | -44.0 | -4.3 | 44.3 | 44.8 | -50.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2000
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