Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBFBX (PRUDENTIAL BALANCED FUND CLASS B) | NA | 1.34% | 3.45% | 5.14% | 7.53% | 4.96% | 4.07% | … | … |
Data as of 08/25/2020, Common starting date is 11/22/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBFBX (PRUDENTIAL BALANCED FUND CLASS B) | 11/22/1996 | 08/25/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.34 | 3.45 | 5.14 | 7.53 | 4.96 | 4.07 | … | … | -5.91 | 18.07 | -6.39 | 13.17 | 7.20 | -0.01 | 14.57 | 11.73 | 12.09 | 1.77 | 11.83 | 18.18 | -27.48 | 3.53 | 10.86 | 3.37 | 10.40 | 24.67 | -12.82 | -5.98 | -0.85 | 4.19 | 1.07 | 5.82 | -6.34 |
| Sharpe Ratio | NA | 0.07 | 0.18 | 0.39 | 0.66 | NA | NA | … | … | -0.40 | 2.31 | -0.74 | 2.97 | 0.86 | 0.00 | 1.73 | 0.98 | 1.54 | 0.12 | 1.07 | 1.15 | -1.15 | 0.05 | 1.02 | 0.15 | 1.08 | 2.00 | -0.79 | -0.63 | -0.36 | 0.08 | -0.13 | 0.22 | -2.79 |
| Standard Deviation(%) | NA | 19.08 | 13.17 | 11.25 | 10.86 | NA | NA | … | … | 23.35 | 7.23 | 10.42 | 4.24 | 8.12 | 8.56 | 8.41 | 11.93 | 7.90 | 14.33 | 11.01 | 15.74 | 24.55 | 10.14 | 7.42 | 7.79 | 8.74 | 11.98 | 17.72 | 13.41 | 13.42 | 11.57 | 17.02 | 10.60 | 18.56 |
| Draw Down(%) | NA | 26.60 | 26.60 | 26.60 | 26.60 | NA | NA | … | … | 26.60 | 4.24 | 13.34 | 1.39 | 6.43 | 7.34 | 4.78 | 6.43 | 6.41 | 12.29 | 9.06 | 18.97 | 36.89 | 6.98 | 6.06 | 5.12 | 6.09 | 8.87 | 22.85 | 16.69 | 9.63 | 6.43 | 12.25 | 10.30 | 7.54 |
| Yield(%) | 0.00 | 2.42 | 4.25 | 4.76 | 5.33 | 4.38 | 3.62 | … | … | 0.25 | 2.59 | 5.38 | 5.09 | 4.08 | 6.54 | 10.54 | 0.77 | 1.08 | 0.93 | 1.58 | 1.50 | 1.53 | 9.10 | 7.26 | 5.80 | 0.42 | 0.00 | 1.12 | 1.46 | 5.49 | 1.39 | 1.45 | 1.65 | 2.83 |
Data as of 08/25/2020, Common starting date is 11/22/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBFBX (PRUDENTIAL BALANCED FUND CLASS B) |
-10.74%
Feb 2006 – Feb 2009 |
-5.63%
Sep 1997 – Sep 2002 |
-1.22%
Feb 1999 – Feb 2009 |
2.20%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBFBX (PRUDENTIAL BALANCED FUND CLASS B) |
18.01%
Feb 2009 – Feb 2012 |
15.51%
Feb 2009 – Feb 2014 |
10.38%
Feb 2009 – Feb 2019 |
7.32%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart