Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PEIZX (PRUDENTIAL JENNISON VALUE FUND CLASS Z) | 5.40% | 5.59% | 6.77% | 8.41% | 5.99% | 7.93% | 6.30% | 7.38% |
Data as of 08/01/2025, AR inception is 03/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEIZX (PRUDENTIAL JENNISON VALUE FUND CLASS Z) | 03/18/1996 | 08/01/2025 |
| 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.07 | 5.59 | 6.77 | 8.41 | 5.99 | 7.93 | 6.30 | 7.38 | 5.40 | 13.76 | 7.95 | -14.45 | 19.50 | 0.24 | 25.95 | -10.31 | 16.68 | 11.09 | -8.41 | 9.71 | 32.91 | 14.61 | -5.73 | 13.33 | 41.44 | -42.47 | 3.24 | 19.37 | 16.48 | 16.03 | 27.99 | -21.66 | -2.69 | 15.57 | 12.05 | -2.64 | 36.82 | 8.93 |
| Sharpe Ratio | NA | 0.14 | 0.21 | 0.39 | 0.25 | NA | NA | 0.30 | 0.34 | 0.57 | 0.29 | -0.74 | 1.23 | 0.00 | 2.14 | -0.75 | 2.10 | 0.70 | -0.56 | 0.76 | 2.64 | 0.99 | -0.21 | 0.70 | 1.44 | -0.98 | 0.02 | 1.54 | 1.32 | 1.35 | 1.77 | -0.92 | -0.28 | 0.53 | 0.60 | -0.31 | 2.52 | 0.81 |
| Standard Deviation(%) | NA | 17.75 | 15.88 | 16.58 | 18.21 | NA | NA | 19.27 | 19.22 | 12.52 | 13.02 | 21.37 | 15.78 | 35.57 | 11.48 | 15.53 | 7.67 | 15.62 | 15.17 | 12.74 | 12.44 | 14.86 | 27.01 | 18.84 | 28.76 | 44.00 | 16.28 | 10.48 | 10.80 | 11.15 | 15.44 | 24.65 | 18.19 | 21.75 | 14.72 | 18.94 | 13.17 | 9.78 |
| Draw Down(%) | NA | 20.38 | 20.38 | 22.74 | 38.31 | NA | NA | 58.12 | 16.24 | 11.35 | 9.23 | 19.85 | 9.22 | 38.31 | 6.46 | 20.59 | 3.52 | 14.68 | 16.91 | 11.14 | 5.40 | 14.35 | 26.07 | 16.49 | 21.59 | 54.85 | 11.67 | 9.37 | 6.87 | 8.49 | 15.34 | 35.27 | 23.03 | 17.14 | 19.07 | 27.33 | 8.76 | 9.17 |
| Yield(%) | 0.00 | 2.05 | 1.66 | 1.79 | 4.26 | 5.56 | 4.90 | 6.68 | 0.00 | 2.32 | 1.51 | 1.16 | 1.14 | 1.51 | 10.64 | 8.50 | 7.74 | 4.89 | 7.12 | 8.29 | 0.96 | 1.33 | 0.60 | 0.58 | 0.71 | 6.18 | 16.33 | 12.41 | 6.21 | 1.20 | 1.24 | 0.78 | 9.20 | 9.15 | 14.30 | 7.76 | 14.81 | 3.41 |
Data as of 08/01/2025, AR inception is 03/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIZX (PRUDENTIAL JENNISON VALUE FUND CLASS Z) |
-15.00%
Feb 2006 - Feb 2009 |
-4.02%
Mar 1998 - Mar 2003 |
0.67%
Apr 1999 - Apr 2009 |
4.11%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEIZX (PRUDENTIAL JENNISON VALUE FUND CLASS Z) |
25.06%
Mar 2003 - Mar 2006 |
21.08%
Feb 2009 - Feb 2014 |
12.77%
Feb 2009 - Feb 2019 |
10.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart