Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIBAX (PRUDENTIAL BALANCED FUND CLASS A) | 7.27% | 20.68% | 15.38% | 5.47% | 7.54% | 7.82% | 6.63% | … | … |
Data as of 06/03/2026, Common starting date is 11/22/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIBAX (PRUDENTIAL BALANCED FUND CLASS A) | 11/22/1996 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 20.68 | 15.38 | 5.47 | 7.54 | 7.82 | 6.63 | … | … | 7.27 | 15.63 | 12.87 | 17.06 | -16.23 | 3.01 | 8.74 | 19.27 | -5.41 | 14.06 | 7.78 | 0.66 | 15.34 | 12.54 | 12.85 | 2.42 | 12.26 | 19.17 | -27.02 | 4.43 | 11.75 | 4.12 | 11.30 | 25.52 | -12.24 | -5.34 | -0.25 | 4.86 | 1.64 | 6.59 | -6.43 |
| Sharpe Ratio | NA | 2.32 | 1.34 | 0.26 | 0.53 | NA | NA | … | … | 1.77 | 1.16 | 1.09 | 1.60 | -1.21 | 0.22 | 0.43 | 2.45 | -0.65 | 3.15 | 0.93 | 0.07 | 1.81 | 1.05 | 1.65 | 0.17 | 1.11 | 1.21 | -1.14 | 0.13 | 1.13 | 0.24 | 1.18 | 2.06 | -0.76 | -0.59 | -0.33 | 0.13 | -0.11 | 0.27 | -2.80 |
| Standard Deviation(%) | NA | 8.38 | 9.59 | 11.61 | 11.42 | NA | NA | … | … | 10.17 | 11.01 | 8.45 | 8.46 | 14.70 | 13.70 | 19.59 | 7.25 | 10.42 | 4.27 | 8.12 | 8.62 | 8.45 | 11.93 | 7.81 | 14.34 | 11.00 | 15.76 | 24.55 | 10.14 | 7.43 | 7.78 | 8.73 | 12.02 | 17.73 | 13.45 | 13.45 | 11.59 | 17.23 | 10.76 | 18.78 |
| Draw Down(%) | NA | 6.74 | 11.40 | 28.94 | 28.94 | NA | NA | … | … | 6.74 | 11.39 | 4.92 | 7.98 | 21.32 | 12.35 | 26.51 | 4.13 | 12.81 | 1.34 | 6.33 | 6.99 | 4.72 | 6.37 | 6.36 | 12.02 | 9.30 | 18.88 | 36.48 | 6.90 | 5.99 | 5.05 | 5.78 | 8.78 | 22.56 | 16.54 | 9.52 | 6.38 | 12.13 | 10.14 | 7.55 |
| Yield(%) | 0.00 | 9.64 | 7.25 | 4.24 | 4.99 | 5.83 | 5.15 | … | … | 0.20 | 9.97 | 8.20 | 2.48 | 1.55 | 1.55 | 1.36 | 3.73 | 6.40 | 5.94 | 4.71 | 7.28 | 11.33 | 1.53 | 1.85 | 1.65 | 1.95 | 2.22 | 2.34 | 9.86 | 8.10 | 6.62 | 1.28 | 0.87 | 1.80 | 2.27 | 6.06 | 2.16 | 2.26 | 2.53 | 2.83 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PIBAX (PRUDENTIAL BALANCED FUND CLASS A) |
-10.05%
Feb 2006 – Feb 2009 |
-5.03%
Sep 1997 – Sep 2002 |
-0.51%
Feb 1999 – Feb 2009 |
2.89%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIBAX (PRUDENTIAL BALANCED FUND CLASS A) |
18.74%
Feb 2009 – Feb 2012 |
16.26%
Feb 2009 – Feb 2014 |
11.15%
Feb 2009 – Feb 2019 |
8.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart