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JDTAX: PRUDENTIAL MODERATE ALLOCATION FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/15/2004 |
| Last Dividend Date: | 06/20/2019 |
| 12-Mo. Yield | 29.45% |
| Expenses | 1.71% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/15/2004 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 3.4 | 5.7 | 6.6 | 5.7 | 12.4 | -7.9 | 15.9 | 6.8 | -2.2 | 4.8 | 16.5 | 11.9 | -1.7 | 11.6 | 30.4 | -29.4 | 6.9 | 11.7 | 7.3 | 1.8 |
| Sharpe Ratio | NA | -0.14 | 0.79 | 0.46 | 0.7 | 0.39 | 2.7 | -0.93 | 3.28 | 0.7 | -0.25 | 0.65 | 2.05 | 1.32 | -0.1 | 0.92 | 1.64 | -1.12 | 0.36 | 1.07 | 0.74 | 12.22 |
| Draw Down(%) | NA | 13.8 | 14.8 | 14.8 | 15.5 | 41.9 | 4.2 | 14.8 | 1.4 | 8.6 | 9.6 | 6.3 | 5.8 | 8.1 | 15.5 | 10.1 | 17.0 | 40.2 | 7.5 | 7.9 | 4.9 | 0.3 |
| Standard Deviation(%) | NA | 8.8 | 7.4 | 8.3 | 10.0 | 12.4 | 6.6 | 10.0 | 4.7 | 9.3 | 9.0 | 7.4 | 8.0 | 9.0 | 16.5 | 12.6 | 18.5 | 27.1 | 10.6 | 7.9 | 6.9 | 3.9 |
| Treynor Ratio | NA | -0.53 | 1.25 | 0.44 | 0.33 | 0.12 | 21.59 | -0.09 | 0.14 | 0.06 | -0.03 | 0.05 | 0.15 | 0.1 | -0.01 | 0.1 | 0.27 | -0.27 | 0.03 | 0.08 | 0.05 | 1.44 |
| Alpha | NA | -0.01 | 0.02 | 0.01 | 0.02 | 0.01 | 0.06 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | 0.03 | -0.02 | 0.0 | 0.0 | 0.01 | 0.14 |
| Beta | NA | 0.02 | 0.05 | 0.09 | 0.21 | 0.4 | 0.01 | 0.99 | 1.07 | 1.09 | 0.81 | 1.02 | 1.11 | 1.19 | 1.17 | 1.17 | 1.1 | 1.13 | 1.13 | 1.09 | 0.98 | 0.33 |
| RSquared | NA | 0.02 | 0.04 | 0.07 | 0.17 | 0.33 | 0.01 | 0.94 | 0.85 | 0.83 | 0.6 | 0.82 | 0.9 | 0.93 | 0.93 | 0.97 | 0.97 | 0.96 | 0.94 | 0.86 | 0.84 | 0.19 |
| Yield(%) | N/A | 29.4 | 13.8 | 9.9 | 8.4 | N/A | 26.3 | 8.5 | 4.9 | 3.6 | 7.5 | 5.7 | 1.2 | 2.1 | 1.3 | 1.3 | 1.2 | 3.8 | 5.2 | 3.1 | 0.5 | 1.0 |
| Dividend Growth(%) | N/A | 585.3 | 175.9 | 844.6 | N/A | N/A | 158.0 | 91.4 | 41.2 | -56.5 | 31.5 | 423.3 | -34.8 | 52.5 | 10.3 | 38.1 | -77.8 | -26.4 | 76.0 | 577.8 | -49.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/2004
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See Moderate Allocation Asset Class Trend Rankings |
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