Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PALRX (PRUDENTIAL BALANCED FUND CLASS R) | 7.29% | 19.95% | 14.93% | 4.89% | 7.06% | 7.51% | 6.28% | … | … |
Data as of 06/04/2026, Common starting date is 11/22/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PALRX (PRUDENTIAL BALANCED FUND CLASS R) | 11/22/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 19.95 | 14.93 | 4.89 | 7.06 | 7.51 | 6.28 | … | … | 7.29 | 15.07 | 12.59 | 16.30 | -16.66 | 2.59 | 8.17 | 18.82 | -6.01 | 13.73 | 7.84 | 0.49 | 15.11 | 12.33 | 12.62 | 2.20 | 11.94 | 18.66 | -27.18 | 4.06 | 11.50 | -5.30 |
| Sharpe Ratio | NA | 2.25 | 1.29 | 0.22 | 0.48 | NA | NA | … | … | 1.70 | 1.11 | 1.09 | 1.51 | -1.23 | 0.19 | 0.40 | 2.38 | -0.72 | 3.12 | 0.94 | 0.05 | 1.79 | 1.03 | 1.62 | 0.15 | 1.07 | 1.17 | -1.14 | 0.09 | 1.10 | -2.86 |
| Standard Deviation(%) | NA | 8.38 | 9.51 | 11.58 | 11.40 | NA | NA | … | … | 10.20 | 10.99 | 8.23 | 8.46 | 14.72 | 13.72 | 19.58 | 7.29 | 10.37 | 4.20 | 8.15 | 8.55 | 8.44 | 11.94 | 7.84 | 14.33 | 11.03 | 15.85 | 24.61 | 10.14 | 7.37 | 15.36 |
| Draw Down(%) | NA | 6.76 | 11.52 | 29.24 | 29.24 | NA | NA | … | … | 6.76 | 11.45 | 4.92 | 8.04 | 21.61 | 12.35 | 26.56 | 4.20 | 13.04 | 1.38 | 6.40 | 7.12 | 4.67 | 6.38 | 6.36 | 12.09 | 9.30 | 18.90 | 36.63 | 6.90 | 5.98 | 5.37 |
| Yield(%) | 0.00 | 9.12 | 6.75 | 3.80 | 4.46 | 5.42 | 4.78 | … | … | 0.12 | 9.46 | 7.67 | 1.98 | 1.13 | 1.04 | 0.90 | 3.28 | 5.84 | 5.65 | 4.69 | 7.07 | 11.12 | 1.32 | 1.63 | 1.43 | 1.75 | 2.01 | 2.09 | 9.54 | 7.81 | 1.30 |
Data as of 06/04/2026, Common starting date is 11/22/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PALRX (PRUDENTIAL BALANCED FUND CLASS R) |
-10.25%
Feb 2006 – Feb 2009 |
0.14%
May 2007 – May 2012 |
4.09%
Oct 2013 – Oct 2023 |
3.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PALRX (PRUDENTIAL BALANCED FUND CLASS R) |
18.34%
Feb 2009 – Feb 2012 |
15.92%
Feb 2009 – Feb 2014 |
10.85%
Feb 2009 – Feb 2019 |
8.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
