Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIBQX (Prudential Balanced Fund) | 7.74% | 20.97% | 15.88% | 7.98% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIBQX (Prudential Balanced Fund) | 11/28/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 20.97 | 15.88 | 7.98 | NA | NA | NA | … | … | 7.74 | 15.95 | 13.60 | 17.16 | -16.00 | 14.88 | 9.31 | 19.65 | -5.07 | 1.39 |
| Sharpe Ratio | NA | 2.38 | 1.39 | 0.54 | NA | NA | NA | … | … | 1.82 | 1.19 | 1.20 | 1.62 | -1.19 | 1.78 | 0.46 | 2.49 | -0.63 | 4.00 |
| Standard Deviation(%) | NA | 8.36 | 9.52 | 10.52 | NA | NA | NA | … | … | 10.17 | 10.99 | 8.30 | 8.41 | 14.73 | 8.34 | 19.63 | 7.31 | 10.36 | 4.04 |
| Draw Down(%) | NA | 6.72 | 11.33 | 21.16 | NA | NA | NA | … | … | 6.72 | 11.33 | 4.86 | 7.88 | 21.11 | 3.36 | 26.48 | 4.10 | 12.78 | 0.38 |
| Yield(%) | 0.00 | 9.85 | 7.55 | 6.51 | 5.42 | 3.61 | 2.71 | … | … | 0.25 | 10.23 | 8.50 | 2.83 | 1.84 | 12.81 | 1.89 | 4.09 | 6.69 | 4.70 |
Data as of 06/04/2026, Common starting date is 11/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIBQX (Prudential Balanced Fund) |
1.70%
Sep 2019 – Sep 2022 |
3.68%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIBQX (Prudential Balanced Fund) |
16.69%
Sep 2022 – Sep 2025 |
10.66%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart