It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
PABFX: PRUDENTIAL BALANCED FUND CLASS Z (MUTUAL FUND)
Basic Info 19.32 0.51(2.57%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 12/23/1993 |
| Last Dividend Date: | 03/06/2026 |
| 12-Mo. Yield | 9.82% |
| Expenses | 1.00% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 4.9 | 18.0 | 14.7 | 5.1 | 7.6 | 8.0 | 6.8 | 7.0 | 15.8 | 13.4 | 17.1 | -16.1 | 3.5 | 8.9 | 19.6 | -5.2 | 14.4 | 8.4 | 1.1 | 15.7 | 12.9 | 13.2 | 2.7 | 12.6 | 19.4 | -26.8 | 4.6 | 12.0 | 4.3 | 11.5 | 25.9 | -12.1 | -5.0 | 0.4 | 10.8 | 16.0 | 15.5 | 11.2 | 21.4 | -2.4 | -0.6 |
| Sharpe Ratio | NA | 0.85 | 1.74 | 1.19 | 0.22 | 0.52 | NA | NA | 0.45 | 1.18 | 1.18 | 1.6 | -1.2 | 0.25 | 0.44 | 2.5 | -0.63 | 3.24 | 1.0 | 0.12 | 1.84 | 1.07 | 1.7 | 0.19 | 1.14 | 1.23 | -1.13 | 0.15 | 1.16 | 0.27 | 1.2 | 2.1 | -0.75 | -0.56 | -0.29 | 0.72 | 1.07 | 1.65 | 1.09 | 3.23 | -0.91 | NA |
| Draw Down(%) | NA | 6.7 | 6.7 | 11.4 | 28.8 | 28.8 | NA | NA | 41.0 | 11.4 | 4.9 | 7.9 | 21.2 | 12.2 | 26.5 | 4.1 | 12.8 | 1.4 | 6.4 | 6.9 | 4.6 | 6.5 | 6.3 | 11.9 | 9.2 | 18.8 | 36.4 | 6.9 | 5.9 | 5.0 | 5.6 | 8.7 | 22.5 | 16.4 | 9.2 | 6.2 | 11.6 | 4.3 | 5.3 | 2.4 | 6.4 | NA |
| Standard Deviation(%) | NA | 10.9 | 8.8 | 9.7 | 11.6 | 11.4 | NA | NA | 11.6 | 11.0 | 8.3 | 8.5 | 14.7 | 13.6 | 19.6 | 7.3 | 10.4 | 4.3 | 8.2 | 8.6 | 8.5 | 12.0 | 7.8 | 14.3 | 11.0 | 15.7 | 24.5 | 10.1 | 7.4 | 7.8 | 8.8 | 12.0 | 17.6 | 13.4 | 13.5 | 10.3 | 11.7 | 7.1 | 6.9 | 5.4 | 6.1 | NA |
| Treynor Ratio | NA | 0.08 | 0.15 | 0.12 | 0.03 | 0.06 | NA | NA | 0.05 | 0.14 | 0.1 | 0.15 | -0.19 | 0.03 | 0.11 | 0.18 | -0.06 | 0.13 | 0.08 | 0.01 | 0.15 | 0.11 | 0.13 | 0.03 | 0.12 | 0.2 | -0.27 | 0.01 | 0.08 | 0.02 | 0.09 | 0.2 | -0.11 | -0.08 | -0.04 | 0.08 | 0.13 | 0.18 | 0.09 | 0.21 | -0.07 | NA |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.04 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.03 | 0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | NA |
| Beta | NA | 1.12 | 1.06 | 0.98 | 0.95 | 0.91 | NA | NA | 0.97 | 0.95 | 0.96 | 0.92 | 0.91 | 1.03 | 0.79 | 1.01 | 1.05 | 1.02 | 1.04 | 0.9 | 1.02 | 1.15 | 1.03 | 1.05 | 1.03 | 0.94 | 1.04 | 1.09 | 1.1 | 1.18 | 1.21 | 1.27 | 1.2 | 1.0 | 0.9 | 0.88 | 0.95 | 0.66 | 0.82 | 0.84 | 0.82 | NA |
| RSquared | NA | 0.96 | 0.96 | 0.97 | 0.83 | 0.81 | NA | NA | 0.87 | 0.98 | 0.97 | 0.97 | 0.98 | 0.42 | 0.7 | 0.98 | 0.97 | 0.93 | 0.98 | 0.82 | 0.63 | 0.43 | 0.94 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 0.97 | 0.98 | 0.93 | 0.97 | 0.89 | 0.87 | 0.91 | 0.93 | 0.91 | 0.88 | 0.9 | 0.72 | 0.88 | NA |
| Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.1 | 8.4 | 2.7 | 1.7 | 1.8 | 1.6 | 4.0 | 6.6 | 6.2 | 5.3 | 7.5 | 11.6 | 1.8 | 2.2 | 1.9 | 2.2 | 2.5 | 2.6 | 10.1 | 8.3 | 6.9 | 1.5 | 1.1 | 2.0 | 2.6 | 6.2 | 7.7 | 15.8 | 11.1 | 9.5 | 3.6 | 2.6 | 1.2 |
| Dividend Growth(%) | N/A | -97.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 27.6 | 252.8 | 28.1 | -1.0 | 21.2 | -54.6 | -47.1 | 15.3 | 23.6 | -35.3 | -35.6 | 618.9 | -3.9 | 11.6 | -5.3 | 3.4 | -30.3 | -75.7 | 23.9 | 21.0 | 388.0 | 63.2 | -50.8 | -26.1 | -61.1 | -17.3 | -51.7 | 48.9 | 18.8 | 216.2 | 27.6 | 107.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/13/1993
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) (98%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) (97%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) (96%)
Best ETFs
* Day change on 06/05/2026.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) 0.08% (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) 0.16% (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) 0.30% (100%)
Latest Articles Related to PABFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
