Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PABFX (PRUDENTIAL BALANCED FUND CLASS Z) | 7.66% | 20.85% | 15.73% | 5.63% | 7.80% | 8.20% | 6.94% | … | … |
Data as of 06/04/2026, Common starting date is 12/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PABFX (PRUDENTIAL BALANCED FUND CLASS Z) | 12/23/1993 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 20.85 | 15.73 | 5.63 | 7.80 | 8.20 | 6.94 | … | … | 7.66 | 15.82 | 13.38 | 17.08 | -16.12 | 3.45 | 8.90 | 19.63 | -5.19 | 14.36 | 8.42 | 1.07 | 15.66 | 12.89 | 13.19 | 2.71 | 12.62 | 19.40 | -26.80 | 4.62 | 12.03 | 4.34 | 11.52 | 25.93 | -12.12 | -4.97 | 0.36 | 10.81 | 15.96 | 15.47 | 11.20 | 21.37 | -2.45 | -0.62 |
| Sharpe Ratio | NA | 2.35 | 1.37 | 0.28 | 0.55 | NA | NA | … | … | 1.79 | 1.18 | 1.18 | 1.60 | -1.20 | 0.25 | 0.44 | 2.50 | -0.63 | 3.24 | 1.00 | 0.12 | 1.84 | 1.07 | 1.70 | 0.19 | 1.14 | 1.23 | -1.13 | 0.15 | 1.16 | 0.27 | 1.20 | 2.10 | -0.75 | -0.56 | -0.29 | 0.72 | 1.07 | 1.65 | 1.09 | 3.23 | -0.91 | NA |
| Standard Deviation(%) | NA | 8.38 | 9.56 | 11.58 | 11.40 | NA | NA | … | … | 10.24 | 11.04 | 8.28 | 8.47 | 14.71 | 13.61 | 19.56 | 7.27 | 10.41 | 4.25 | 8.18 | 8.57 | 8.50 | 11.99 | 7.79 | 14.32 | 11.00 | 15.68 | 24.53 | 10.10 | 7.44 | 7.80 | 8.76 | 12.01 | 17.65 | 13.36 | 13.48 | 10.34 | 11.70 | 7.12 | 6.88 | 5.38 | 6.07 | NA |
| Draw Down(%) | NA | 6.74 | 11.41 | 28.75 | 28.75 | NA | NA | … | … | 6.74 | 11.41 | 4.87 | 7.92 | 21.24 | 12.23 | 26.46 | 4.10 | 12.77 | 1.41 | 6.36 | 6.88 | 4.63 | 6.46 | 6.25 | 11.95 | 9.18 | 18.82 | 36.39 | 6.86 | 5.89 | 5.03 | 5.61 | 8.66 | 22.53 | 16.38 | 9.16 | 6.18 | 11.61 | 4.35 | 5.26 | 2.41 | 6.45 | NA |
| Yield(%) | 0.00 | 9.73 | 7.41 | 4.39 | 5.17 | 6.19 | 5.43 | … | … | 0.23 | 10.10 | 8.36 | 2.69 | 1.72 | 1.78 | 1.56 | 3.98 | 6.64 | 6.22 | 5.26 | 7.54 | 11.59 | 1.85 | 2.16 | 1.94 | 2.25 | 2.52 | 2.62 | 10.09 | 8.34 | 6.86 | 1.54 | 1.15 | 2.04 | 2.61 | 6.25 | 7.72 | 15.81 | 11.14 | 9.48 | 3.55 | 2.65 | 1.25 |
Data as of 06/04/2026, Common starting date is 12/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PABFX (PRUDENTIAL BALANCED FUND CLASS Z) |
-9.81%
Feb 2006 – Feb 2009 |
-3.23%
Feb 2004 – Feb 2009 |
0.30%
Feb 1999 – Feb 2009 |
3.92%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PABFX (PRUDENTIAL BALANCED FUND CLASS Z) |
19.05%
Feb 2009 – Feb 2012 |
16.58%
Feb 2009 – Feb 2014 |
11.50%
Feb 2009 – Feb 2019 |
9.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart