Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PBQIX (PRUDENTIAL JENNISON VALUE FUND CLASS B) NA -8.84% -0.43% 2.37% 6.50% 3.98% 4.25%
Data as of 08/25/2020, Common starting date is 05/01/1987
More Performance Analytics Comparison
Name Start Date End Date
PBQIX (PRUDENTIAL JENNISON VALUE FUND CLASS B) 05/01/1987 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 1995 1994 1993 1992 1991 1990 1989 1988 1987
Annualized Return (%) 0.00 -8.84 -0.43 2.37 6.50 3.98 4.25 -18.31 24.36 -11.31 15.37 10.00 -9.41 8.64 31.65 13.49 -6.76 12.50 40.02 -43.08 1.68 18.41 15.23 14.90 26.81 -22.51 -3.60 13.86 10.74 -3.57 35.36 21.00 15.18 -4.72 15.93 4.60 20.49 -5.73 20.35 20.89 -17.68
Sharpe Ratio NA -0.25 -0.07 0.08 0.33 NA NA -0.65 1.99 -0.81 1.93 0.63 -0.62 0.68 2.54 0.91 -0.25 0.66 1.39 -0.99 -0.08 1.46 1.21 1.25 1.69 -0.96 -0.33 0.46 0.51 -0.36 2.41 1.89 1.31 -0.79 1.76 0.27 1.59 -0.97 1.72 1.37 -1.17
Standard Deviation(%) NA 33.72 22.36 19.46 18.31 NA NA 41.28 11.52 15.52 7.69 15.60 15.21 12.71 12.47 14.91 27.06 18.87 28.73 44.11 16.19 10.40 10.80 11.19 15.48 24.62 18.26 21.38 14.74 18.91 13.18 9.20 8.65 9.66 7.82 8.04 10.50 11.27 8.52 11.82 25.10
Draw Down(%) NA 38.36 38.36 38.36 38.36 NA NA 38.36 6.59 21.38 3.63 14.75 17.15 11.20 5.42 14.54 26.40 16.54 21.66 55.07 11.89 9.43 7.04 8.76 15.53 35.60 23.29 17.27 19.44 27.72 8.78 9.23 7.77 10.98 6.02 4.24 8.63 15.78 5.94 5.30 30.02
Yield(%) 0.00 8.68 7.49 6.70 6.46 5.25 5.07 0.00 9.64 7.54 6.84 4.03 6.35 7.62 0.00 0.30 0.00 0.24 0.00 5.42 15.58 11.44 5.20 0.06 0.11 0.00 8.43 8.20 13.26 6.82 13.71 7.51 2.79 2.32 2.60 3.19 2.86 2.83 3.06 3.81 1.69
Data as of 08/25/2020, Common starting date is 05/01/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBQIX (PRUDENTIAL JENNISON VALUE FUND CLASS B) -15.98%
Feb 2006 – Feb 2009
-5.09%
Mar 1998 – Mar 2003
-0.44%
Apr 1999 – Apr 2009
3.41%
Jan 2001 – Jan 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PBQIX (PRUDENTIAL JENNISON VALUE FUND CLASS B) 25.52%
Mar 1995 – Mar 1998
19.93%
Feb 2009 – Feb 2014
13.78%
Mar 1988 – Mar 1998
10.10%
May 1992 – May 2007
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return