Prudential Annuities Life Assurance Corp ADVANCED SERIES ADVISORS CHOICE 2000 C SHARES
Investment Model Portfolios
This plan also represents Prudential Annuities Life Assurance Corp ADVANCED SERIES LIFEVEST, Prudential Annuities Life Assurance Corp ADVANCED SERIES PROTECTOR B SHARES。
Investment options of Prudential Annuities Life Assurance Corp ADVANCED SERIES ADVISORS CHOICE 2000 C SHARES
Total Available Funds: 27
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE VALUE |
CBBYX |
Advanced AllianceBern Growth & Income |
| LARGE VALUE |
AMGIX |
Advanced American Century Income & Growth |
| LARGE GROWTH |
GCGAX |
Advanced Goldman Sachs Concentrated Growth |
| SMALL VALUE |
GSSMX |
Advanced Goldman Sachs Small Cap Value |
| LARGE VALUE |
SUVAX |
Advanced Large Cap Value |
| LARGE GROWTH |
MGRIX |
Advanced Marsico Capital Growth |
| Mid-Cap Growth |
NBMTX |
Advanced Neuberger Berman Mid-Cap Growth |
| Small Growth |
NBMOX |
Advanced Neuberger Berman Small Cap Growth |
| LARGE VALUE |
LSVEX |
Advanced NB/LSV Mid Cap Value |
| Small Growth |
PGOAX |
Advanced Small Cap Growth |
| SMALL VALUE |
VSIIX |
Advanced Small Cap Value |
| LARGE GROWTH |
TRLGX |
Advanced T. Rowe Price Large Cap Growth |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
CSRSX |
Advanced Cohen & Steers Realty |
|
| FIXED INCOME |
|
|
| High Yield Bond |
PBHAX |
Advanced High Yield |
| Short-Term Bond |
PDFAX |
Advanced PIMCO Limited Maturity Bond |
| Intermediate-Term Bond |
PRADX |
Advanced PIMCO Total Return Bond |
| WORLD BOND |
PAIBX |
Advanced T. Rowe Price Global Bond |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
PJRAX |
Advanced International Growth |
| Foreign Large Blend |
PJRAX |
Advanced International Value |
| Foreign Large Blend |
JSEAX |
Advanced JPMorgan International Equity |
|
| Others |
|
|
| ROOT |
NoTicker |
Advanced JPMorgan Strategic Opportunities |
| ROOT |
CASH |
Advanced Money Market |
| ROOT |
NoTicker |
Advanced QMA US Equity Alpha |
| World Allocation |
SALAX |
Advanced Sch MA World Strategic |
| Moderate Allocation |
RPBAX |
Advanced T. Rowe Price Asset Allocation |
| Natural Resources |
PRNEX |
Advanced T. Rowe Price Natural Resources |
| ROOT |
NoTicker |
Nationwide VIT Developing Market 2 |
|
Investment model portfolios
We provide two types of investment model portfolios for Prudential Annuities Life Assurance Corp ADVANCED SERIES ADVISORS CHOICE 2000 C SHARES participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Example model portfolios
The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.
Strategic Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.
Tactical Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.
|
Ticker/Portfolio |
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 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
Prudential An... Moderate
|
-1.15 |
16.06 |
0.22 |
4.77 |
4.55 |
5.84 |
6.54 |
7.36 |
NA |
2.65 |
9.01 |
-14.25 |
11.54 |
12.33 |
15.76 |
-3.71 |
9.72 |
5.36 |
-3.92 |
3.12 |
9.67 |
9.26 |
2.77 |
13.21 |
17.82 |
-1.33 |
6.59 |
19.91 |
3.31 |
9.32 |
15.81 |
10.44 |
7.69 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
-1.79 |
37.82 |
8.86 |
15.20 |
12.89 |
14.04 |
10.46 |
8.70 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
-1.02 |
22.89 |
2.25 |
6.63 |
6.01 |
7.19 |
6.10 |
5.79 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
Prudential An... Moderate
|
NA |
-0.22 |
-0.46 |
0.03 |
0.06 |
NA |
NA |
0.22 |
0.07 |
-0.43 |
0.63 |
-1.49 |
0.09 |
1.30 |
2.97 |
-0.63 |
1.77 |
0.95 |
-0.58 |
0.51 |
1.18 |
2.00 |
0.27 |
0.93 |
1.66 |
-0.41 |
0.37 |
2.07 |
0.18 |
1.11 |
2.37 |
2.24 |
1.11 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.60 |
0.95 |
0.80 |
0.65 |
NA |
NA |
0.45 |
0.51 |
1.67 |
1.73 |
-0.82 |
2.17 |
0.53 |
2.39 |
-0.35 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.14 |
1.22 |
0.24 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.60 |
0.97 |
1.23 |
1.61 |
1.62 |
4.31 |
-0.19 |
0.90 |
0.57 |
1.91 |
-0.55 |
1.71 |
0.59 |
-0.01 |
0.30 |
1.47 |
-0.26 |
0.79 |
0.63 |
-1.30 |
1.17 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.62 |
0.74 |
0.50 |
0.48 |
NA |
NA |
0.51 |
0.88 |
0.87 |
1.45 |
-1.22 |
1.32 |
0.70 |
2.77 |
-0.87 |
3.75 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.39 |
1.34 |
0.49 |
1.49 |
2.09 |
-0.75 |
-0.59 |
-0.24 |
1.06 |
1.56 |
1.56 |
0.91 |
4.18 |
4.60 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
Prudential An... Moderate
|
NA |
9.04 |
9.12 |
55.26 |
39.30 |
NA |
NA |
26.10 |
11.78 |
9.08 |
7.57 |
10.47 |
122.29 |
9.29 |
4.83 |
7.98 |
5.13 |
5.40 |
6.86 |
6.08 |
8.16 |
4.61 |
10.27 |
14.11 |
10.69 |
5.57 |
9.62 |
8.04 |
6.21 |
7.55 |
6.39 |
4.17 |
4.85 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
19.74 |
17.13 |
17.38 |
18.46 |
NA |
NA |
18.09 |
23.24 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.45 |
10.08 |
10.06 |
10.41 |
NA |
NA |
11.48 |
11.95 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
Prudential An... Moderate
|
NA |
6.86 |
12.86 |
40.02 |
40.02 |
NA |
NA |
40.02 |
0.87 |
6.86 |
5.88 |
14.84 |
36.44 |
10.34 |
2.67 |
10.96 |
4.37 |
4.09 |
9.13 |
4.28 |
8.30 |
3.61 |
9.29 |
10.80 |
5.53 |
9.13 |
6.60 |
6.07 |
5.30 |
7.33 |
4.37 |
1.99 |
3.74 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
Prudential An... Moderate
|
NA |
3.44 |
4.49 |
5.23 |
4.56 |
NA |
NA |
4.48 |
NA |
0.75 |
3.35 |
4.40 |
4.60 |
4.08 |
9.95 |
3.91 |
0.43 |
3.56 |
4.95 |
6.29 |
0.95 |
5.16 |
1.57 |
2.59 |
4.90 |
5.61 |
7.28 |
6.68 |
4.92 |
3.09 |
2.35 |
2.67 |
8.96 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Data as of 10/31/2024, AR inception is 12/31/2000
