Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/20/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| NCBVX (PRUDENTIAL QMA MID-CAP VALUE FUND CLASS C) | 7.75% | 0.25% | 2.87% | 5.01% | 15.85% | 4.28% | 8.24% | 6.43% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCBVX (PRUDENTIAL QMA MID-CAP VALUE FUND CLASS C) | 12/30/1998 | 05/20/2025 |
The return data shown below all have the same latest date: 05/20/2025.
AR inception is since 12/30/1998.
AR inception is since 12/30/1998.
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 2.87 | 5.01 | 15.85 | 4.28 | 8.24 | 6.43 | 7.75 | 0.25 | 9.35 | 10.40 | -10.18 | 33.14 | -7.30 | 18.78 | -20.51 | 11.62 | 20.11 | -7.47 | 13.90 | 36.03 | 13.61 | -1.45 | 19.83 | 36.30 | -35.53 | -1.54 | 9.96 | 11.30 | 20.56 | 35.73 | -12.13 | -2.83 | 25.28 | 14.47 | 0.56 |
| Sharpe Ratio | NA | -0.17 | 0.02 | 0.68 | 0.12 | NA | NA | 0.29 | -0.05 | 0.20 | 0.33 | -0.47 | 1.85 | -0.15 | 1.07 | -1.35 | 1.13 | 1.16 | -0.49 | 1.19 | 2.96 | 1.01 | -0.06 | 0.92 | 1.10 | -0.90 | -0.27 | 0.41 | 0.63 | 1.75 | 2.59 | -0.64 | -0.34 | 1.26 | 0.77 | NA |
| Standard Deviation(%) | NA | 19.37 | 20.32 | 22.49 | 23.11 | NA | NA | 21.30 | 25.63 | 14.09 | 18.86 | 24.85 | 17.87 | 50.15 | 16.28 | 16.17 | 9.74 | 17.18 | 15.31 | 11.70 | 12.17 | 13.51 | 26.16 | 21.47 | 33.07 | 40.22 | 17.17 | 16.26 | 14.39 | 11.19 | 13.54 | 20.56 | 15.50 | 16.81 | 14.53 | 0.00 |
| Draw Down(%) | NA | 22.08 | 22.08 | 23.15 | 57.50 | NA | NA | 60.64 | 19.79 | 7.88 | 19.75 | 23.15 | 9.28 | 52.77 | 14.60 | 28.06 | 6.83 | 13.01 | 13.06 | 9.00 | 5.96 | 11.68 | 24.61 | 18.49 | 32.68 | 51.26 | 16.42 | 15.44 | 9.65 | 7.29 | 11.20 | 25.82 | 19.76 | 8.24 | 18.76 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.91 | 1.69 | 3.19 | 5.86 | 5.09 | 7.70 | 0.00 | 0.00 | 1.72 | 1.03 | 0.99 | 1.47 | 2.23 | 9.52 | 6.91 | 3.33 | 6.78 | 6.81 | 13.27 | 0.93 | 0.12 | 0.00 | 0.34 | 0.93 | 22.81 | 9.66 | 21.76 | 13.05 | 2.28 | 0.00 | 0.00 | 0.69 | 2.03 | 0.09 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCBVX (PRUDENTIAL QMA MID-CAP VALUE FUND CLASS C) |
-18.65%
Feb 2006 - Feb 2009 |
-8.65%
Mar 2015 - Mar 2020 |
2.14%
Feb 1999 - Feb 2009 |
2.43%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCBVX (PRUDENTIAL QMA MID-CAP VALUE FUND CLASS C) |
29.95%
Feb 2009 - Feb 2012 |
26.24%
Feb 2009 - Feb 2014 |
14.92%
Feb 2009 - Feb 2019 |
11.60%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart