PJEZX | PRUDENTIAL US REAL ESTATE FUND CLASS Z

Basic Info 13.9 0.04(0.29%)
May 17

PRUDENTIAL US REAL ESTATE FUND CLASS Z started on 12/22/2010

PRUDENTIAL US REAL ESTATE FUND CLASS Z is classified as asset class REAL ESTATE

PRUDENTIAL US REAL ESTATE FUND CLASS Z expense ratio is 1.00%

PRUDENTIAL US REAL ESTATE FUND CLASS Z rating is

(8%)

PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) Dividend Info

PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) dividend growth in the last 12 months is -45.10%

The trailing 12-month yield of PRUDENTIAL US REAL ESTATE FUND CLASS Z is 2.01%. its dividend history:

Date	Dividend
04/18/2024	0.0798
01/18/2024	0.0825
10/19/2023	0.0754
07/13/2023	0.0235
04/13/2023	0.0758
01/19/2023	0.06
12/15/2022	0.17
10/13/2022	0.13
07/14/2022	0.04
04/14/2022	0.045
01/13/2022	0.01
12/15/2021	1.55
10/14/2021	0.05
07/15/2021	0.05
04/15/2021	0.02
12/15/2020	0.062
10/15/2020	0.048
07/16/2020	0.044
04/16/2020	0.047
12/16/2019	0.678
10/17/2019	0.044
07/18/2019	0.064
04/11/2019	0.048
12/14/2018	0.4512
10/18/2018	0.0528
07/19/2018	0.049
04/12/2018	0.043
12/14/2017	0.673
10/19/2017	0.05
07/13/2017	0.033
12/16/2016	1.329
10/21/2016	0.076
07/21/2016	0.345
04/14/2016	0.115
12/11/2015	1.094
10/14/2015	0.082
06/12/2015	0.039
03/13/2015	0.026
12/12/2014	0.84
09/12/2014	0.019
06/13/2014	0.02
03/14/2014	0.009
12/18/2013	0.554
09/13/2013	0.015
06/14/2013	0.024
03/14/2013	0.025
12/14/2012	0.33
09/14/2012	0.024
03/14/2012	0.029
12/14/2011	0.084
09/14/2011	0.005
06/14/2011	0.023
03/16/2011	0.009

Dividend Growth History for PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.2347	1.91%	-40.58%	-
2022	$0.395	2.28%	-76.35%	-40.58%
2021	$1.67	13.40%	730.85%	-62.51%
2020	$0.201	1.48%	-75.90%	5.30%
2019	$0.834	7.71%	39.93%	-27.17%
2018	$0.596	5.00%	-21.16%	-17.00%
2017	$0.756	6.27%	-59.46%	-17.71%
2016	$1.865	14.34%	50.28%	-25.63%
2015	$1.241	8.60%	39.75%	-18.79%
2014	$0.888	7.63%	43.69%	-13.74%
2013	$0.618	5.07%	61.36%	-9.23%
2012	$0.383	3.54%	216.53%	-4.35%
2011	$0.121	1.16%	-	5.68%

Dividend Growth Chart for PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX)

PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) Historical Returns And Risk Info

From 12/22/2010 to 05/17/2024, the compound annualized total return (dividend reinvested) of PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) is 8.316%. Its cumulative total return (dividend reinvested) is 191.14%.

From 12/22/2010 to 05/17/2024, the Maximum Drawdown of PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) is 43.4%.

From 12/22/2010 to 05/17/2024, the Sharpe Ratio of PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) is 0.35.

From 12/22/2010 to 05/17/2024, the Annualized Standard Deviation of PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) is 21.1%.

From 12/22/2010 to 05/17/2024, the Beta of PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) is 0.98.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	Since 12/22/2010	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010
Annualized Return(%)	1.8	0.4	13.2	2.3	5.6	7.1	8.3	15.9	-27.3	48.4	-4.9	33.8	-3.5	5.6	5.6	1.9	29.7	1.9	15.9	6.3	1.6
Sharpe Ratio	NA	-0.44	0.17	-0.05	0.14	0.27	0.35	0.6	-1.16	2.96	-0.11	2.59	-0.3	0.51	0.32	0.1	2.69	0.12	1.14	0.21	9.97
Draw Down(%)	NA	8.3	15.7	34.6	43.4	43.4	43.4	16.1	34.6	6.7	43.4	5.8	13.2	6.1	14.2	16.4	6.9	17.7	9.2	24.6	0.4
Standard Deviation(%)	NA	17.9	18.3	20.6	26.2	21.3	21.1	19.6	24.7	16.4	44.2	12.5	16.4	9.8	16.7	17.7	11.1	15.7	13.9	30.3	9.4
Treynor Ratio	NA	-0.08	0.03	-0.01	0.04	0.06	0.07	0.12	-0.3	0.47	-0.05	0.32	-0.05	0.05	0.06	0.02	0.31	0.02	0.16	0.06	0.98
Alpha	NA	0.04	0.01	0.01	0.01	0.01	0.0	0.02	-0.01	0.02	0.0	0.02	0.01	0.0	-0.01	0.0	0.0	0.0	-0.01	-0.01	0.05
Beta	NA	0.97	0.96	0.97	0.98	0.98	0.98	0.95	0.97	1.03	0.99	1.0	1.0	0.96	0.97	0.93	0.95	1.0	1.02	1.0	0.96
RSquare	NA	0.94	0.96	0.95	0.95	0.95	0.96	0.97	0.96	0.89	0.95	0.95	0.98	0.97	0.98	0.83	0.97	0.99	0.99	0.99	0.98
Yield(%)	N/A	1.1	2.1	5.4	5.2	6.6	N/A	2.0	2.3	13.4	1.5	7.7	4.9	6.2	14.4	8.6	7.6	5.0	3.5	1.1	0.0
Dividend Growth(%)	N/A	-33.3	-45.1	51.9	-36.0	N/A	N/A	-38.5	-76.6	735.0	-75.9	40.7	-21.3	-59.9	50.8	39.3	45.9	60.5	245.5	N/A	N/A

Return Calculator for PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX)

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PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) Historical Return Chart

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PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 12/22/2010 to 05/17/2024, the worst annualized return of 3-year rolling returns for PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) is -0.91%.

From 12/22/2010 to 05/17/2024, the worst annualized return of 5-year rolling returns for PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) is 1.57%.

From 12/22/2010 to 05/17/2024, the worst annualized return of 10-year rolling returns for PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) is 6.21%.

From 12/22/2010 to 05/17/2024, the worst annualized return of 20-year rolling returns for PRUDENTIAL US REAL ESTATE FUND CLASS Z (PJEZX) is NA.

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