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
SDVRX (PRUDENTIAL QMA MID-CAP VALUE FUND CLASS R) 16.75% 32.52% 18.63% 8.24% 8.24% NA NA
Data as of 06/04/2026, Common starting date is 12/23/2014
More Performance Analytics Comparison
Name Start Date End Date
SDVRX (PRUDENTIAL QMA MID-CAP VALUE FUND CLASS R) 12/23/2014 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 2016 2015 2014
Annualized Return (%) 1.68 32.52 18.63 8.24 8.24 NA NA 16.75 12.40 11.05 10.98 -9.77 33.83 -6.72 19.30 -20.11 12.20 20.78 -7.05 -0.66
Sharpe Ratio NA 2.15 0.94 0.30 0.29 NA NA 2.68 0.52 0.52 0.39 -0.45 1.89 -0.14 1.09 -1.33 1.19 1.20 -0.46 NA
Standard Deviation(%) NA 13.05 16.28 18.82 22.83 NA NA 14.12 18.54 14.15 18.88 24.87 17.87 50.15 16.28 16.21 9.75 17.20 15.31 NA
Draw Down(%) NA 6.28 21.10 22.90 57.04 NA NA 6.28 19.69 7.53 19.46 22.90 9.26 52.67 14.41 27.73 6.73 12.99 12.86 NA
Yield(%) 0.00 0.92 1.43 1.16 3.00 2.25 1.69 0.00 0.91 1.22 1.72 1.13 1.19 1.36 2.19 8.41 6.35 3.27 6.29 0.00
Data as of 06/04/2026, Common starting date is 12/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SDVRX (PRUDENTIAL QMA MID-CAP VALUE FUND CLASS R) -16.61%
Mar 2017 – Mar 2020
-8.16%
Mar 2015 – Mar 2020
4.43%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SDVRX (PRUDENTIAL QMA MID-CAP VALUE FUND CLASS R) 25.83%
Mar 2020 – Mar 2023
19.12%
Mar 2020 – Mar 2025
8.70%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return