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PAMGX: PRUDENTIAL QMA DEFENSIVE EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/1998 |
| Last Dividend Date: | 12/13/2018 |
| 12-Mo. Yield | 19.42% |
| Expenses | 1.37% |
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Performance Analytics (As of 02/01/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/14/2000 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -7.5 | 7.9 | 7.0 | 9.9 | 6.1 | 5.6 | 5.2 | 0.0 | -3.6 | 16.3 | 8.5 | 0.6 | 10.5 | 19.9 | 12.0 | -1.1 | 11.7 | 20.7 | -28.7 | 7.5 | 12.1 | 6.8 | 11.2 | 26.4 | -13.2 | -4.4 | 0.8 | 15.7 | 1.1 |
| Sharpe Ratio | NA | -0.67 | 0.7 | 0.56 | 0.8 | NA | NA | 0.36 | 0.0 | -0.36 | 2.52 | 0.72 | 0.04 | 0.96 | 2.03 | 1.45 | -0.08 | 0.97 | 1.19 | -1.21 | 0.41 | 1.12 | 0.69 | 1.33 | 2.61 | -0.95 | -0.55 | -0.25 | 1.31 | 19.38 |
| Draw Down(%) | NA | 9.3 | 9.9 | 11.0 | 14.9 | NA | NA | 43.1 | 0.0 | 9.9 | 2.7 | 7.5 | 11.0 | 6.9 | 6.4 | 6.9 | 13.7 | 10.1 | 19.6 | 37.4 | 6.6 | 7.8 | 4.7 | 6.5 | 8.6 | 23.5 | 17.5 | 9.4 | 7.3 | 0.2 |
| Standard Deviation(%) | NA | 13.2 | 10.3 | 11.6 | 12.1 | NA | NA | 12.5 | NA | 13.4 | 6.2 | 11.5 | 14.7 | 10.9 | 9.8 | 8.3 | 15.2 | 11.9 | 17.3 | 24.5 | 11.0 | 7.9 | 6.8 | 7.7 | 9.9 | 15.1 | 12.3 | 13.0 | 9.6 | 7.9 |
| Treynor Ratio | NA | -0.04 | 0.04 | 0.03 | 0.05 | NA | NA | 0.03 | NA | -0.02 | 0.12 | 0.04 | 0.0 | 0.04 | 0.11 | 0.06 | 0.0 | 0.06 | 0.12 | -0.18 | 0.03 | 0.06 | 0.04 | 0.09 | 0.22 | -0.09 | -0.07 | -0.05 | 0.3 | 2.2 |
| Alpha | NA | -0.03 | -0.01 | -0.02 | -0.03 | NA | NA | -0.01 | -0.01 | 0.02 | 0.01 | -0.03 | -0.01 | -0.03 | 0.01 | -0.03 | -0.09 | -0.03 | -0.02 | -0.06 | 0.0 | -0.01 | 0.01 | 0.01 | 0.05 | -0.08 | -0.04 | -0.04 | 0.08 | 0.26 |
| Beta | NA | 2.05 | 1.97 | 2.15 | 1.96 | NA | NA | 1.47 | 0.0 | 2.19 | 1.35 | 2.21 | 2.29 | 2.47 | 1.74 | 1.9 | 2.32 | 1.9 | 1.68 | 1.69 | 1.68 | 1.49 | 1.16 | 1.16 | 1.16 | 1.64 | 0.99 | 0.69 | 0.42 | 0.69 |
| RSquared | NA | 0.63 | 0.62 | 0.65 | 0.7 | NA | NA | 0.57 | 0.0 | 0.68 | 0.33 | 0.76 | 0.69 | 0.68 | 0.7 | 0.66 | 0.77 | 0.77 | 0.79 | 0.85 | 0.73 | 0.66 | 0.63 | 0.54 | 0.45 | 0.63 | 0.27 | 0.14 | 0.19 | 0.49 |
| Yield(%) | N/A | 19.4 | 12.2 | 9.7 | 9.6 | 6.6 | 6.0 | N/A | 0.0 | 20.2 | 4.9 | 8.0 | 2.9 | 7.2 | 6.7 | 2.1 | 1.0 | 0.9 | 2.8 | 3.2 | 9.7 | 5.8 | 10.5 | 1.2 | 1.7 | 1.6 | 1.7 | 7.4 | 1.9 | 0.2 |
| Dividend Growth(%) | N/A | 360.2 | 122.5 | 317.1 | N/A | N/A | N/A | N/A | -100.0 | 360.2 | -37.9 | 163.3 | -57.0 | 17.8 | 257.3 | 103.7 | 18.7 | -61.8 | -37.7 | -68.2 | 73.7 | -45.5 | 826.3 | -8.1 | -11.3 | -11.6 | -78.2 | 331.7 | 1162.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2000
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