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
PTMQX (Prudential QMA Large-Cap Core Equity Fun) 9.32% 27.90% 22.33% 13.66% NA NA NA
Data as of 06/05/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
Name Start Date End Date
PTMQX (Prudential QMA Large-Cap Core Equity Fun) 01/04/2017 06/05/2026
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 (%) -2.36 27.90 22.33 13.66 NA NA NA 9.32 16.78 25.90 26.85 -16.51 29.43 11.33 29.81 -7.41 21.77
Sharpe Ratio NA 1.99 1.24 0.64 NA NA NA 1.42 0.72 1.69 1.77 -0.75 2.18 0.31 2.18 -0.50 2.91
Standard Deviation(%) NA 12.68 15.43 17.23 NA NA NA 14.50 19.36 13.19 13.22 24.07 13.50 35.37 13.01 17.75 7.35
Draw Down(%) NA 8.66 20.60 22.89 NA NA NA 8.66 20.60 9.01 9.52 22.89 4.68 36.18 7.41 21.02 3.05
Yield(%) 0.00 12.18 10.96 9.23 9.98 6.65 4.99 0.00 12.18 12.58 4.47 2.21 18.17 2.68 5.17 17.57 16.50
Data as of 06/05/2026, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PTMQX (Prudential QMA Large-Cap Core Equity Fun) 2.79%
Mar 2017 – Mar 2020
7.66%
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
PTMQX (Prudential QMA Large-Cap Core Equity Fun) 24.54%
Sep 2022 – Sep 2025
18.56%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return