Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JDURX (PRUDENTIAL UTILITY FUND D/B/A PRUDENTIAL JENNISON UTILITY FUND CLASS R) | 4.01% | 11.39% | 1.27% | 2.51% | 4.83% | 8.53% | NA | 4.98% |
Data as of 07/01/2025, AR inception is 09/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDURX (PRUDENTIAL UTILITY FUND D/B/A PRUDENTIAL JENNISON UTILITY FUND CLASS R) | 09/14/2006 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 11.39 | 1.27 | 2.51 | 4.83 | 8.53 | NA | 4.98 | 4.01 | 17.61 | -10.99 | -6.76 | 1.20 | 3.39 | 26.59 | 0.95 | 13.58 | 15.40 | -12.96 | 20.32 | 25.92 | 13.02 | 7.73 | 14.35 | 27.29 | -47.08 | 20.27 | -9.41 |
| Sharpe Ratio | NA | 0.32 | -0.07 | 0.07 | 0.17 | NA | NA | 0.18 | 0.24 | 0.65 | -0.86 | -0.37 | 0.07 | 0.09 | 2.48 | -0.03 | 1.61 | 1.09 | -0.90 | 1.66 | 2.32 | 1.25 | 0.38 | 0.81 | 1.13 | -1.10 | 1.06 | -0.78 |
| Standard Deviation(%) | NA | 19.36 | 19.18 | 18.45 | 18.49 | NA | NA | 20.44 | 19.86 | 17.01 | 17.89 | 21.81 | 17.97 | 34.27 | 10.17 | 12.74 | 8.07 | 14.00 | 14.39 | 12.20 | 11.14 | 10.42 | 20.02 | 17.59 | 23.99 | 43.62 | 16.31 | 40.82 |
| Draw Down(%) | NA | 18.98 | 26.68 | 29.45 | 35.56 | NA | NA | 58.77 | 11.16 | 15.74 | 15.95 | 17.00 | 13.33 | 35.56 | 4.79 | 9.14 | 4.91 | 11.24 | 18.93 | 9.37 | 8.61 | 7.77 | 16.78 | 12.17 | 24.40 | 56.62 | 12.45 | 20.64 |
| Yield(%) | 0.00 | 1.38 | 1.28 | 1.32 | 3.98 | 6.93 | 3.94 | 4.38 | 0.31 | 2.03 | 1.61 | 1.09 | 0.83 | 1.31 | 6.56 | 8.24 | 4.36 | 8.05 | 9.07 | 12.82 | 4.74 | 2.56 | 2.25 | 2.22 | 2.20 | 1.13 | 20.43 | 0.73 |
Data as of 07/01/2025, AR inception is 09/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDURX (PRUDENTIAL UTILITY FUND D/B/A PRUDENTIAL JENNISON UTILITY FUND CLASS R) |
-15.16%
Oct 2006 - Oct 2009 |
-4.40%
Nov 2006 - Nov 2011 |
3.04%
Nov 2006 - Nov 2016 |
4.31%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDURX (PRUDENTIAL UTILITY FUND D/B/A PRUDENTIAL JENNISON UTILITY FUND CLASS R) |
23.08%
Sep 2011 - Sep 2014 |
21.61%
Feb 2009 - Feb 2014 |
14.23%
Feb 2009 - Feb 2019 |
9.53%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart