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PRU: Prudential Financial, Inc. (STOCK)
Basic Info 104.62 1.3(1.26%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/13/2001 |
| Last Dividend Date: | 05/26/2026 |
| 12-Mo. Yield | 5.27% |
| Expenses | - |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/13/2001 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.0 | -3.5 | 7.8 | 14.0 | 4.6 | 7.6 | 8.0 | 5.3 | 8.7 | 0.2 | 19.5 | 10.1 | -3.9 | 45.3 | -11.4 | 20.1 | -26.5 | 12.5 | 32.5 | -7.4 | 0.6 | 77.2 | 9.9 | -12.1 | 20.5 | 66.8 | -66.3 | 9.7 | 18.7 | 34.5 | 33.3 | 33.4 | -3.1 | 13.3 |
| Sharpe Ratio | NA | -0.84 | -0.04 | 0.42 | 0.05 | 0.17 | NA | NA | 0.17 | -0.1 | 0.69 | 0.26 | -0.18 | 1.77 | -0.17 | 0.76 | -1.05 | 0.7 | 1.09 | -0.28 | 0.03 | 3.34 | 0.35 | -0.28 | 0.62 | 0.62 | -0.64 | 0.27 | 0.9 | 1.61 | 1.62 | 1.38 | -0.13 | 98.47 |
| Draw Down(%) | NA | 21.5 | 21.5 | 25.7 | 33.1 | 65.9 | NA | NA | 88.5 | 21.3 | 17.1 | 25.5 | 27.4 | 11.8 | 59.1 | 24.2 | 36.8 | 13.8 | 28.8 | 18.5 | 16.4 | 9.3 | 30.8 | 34.8 | 24.6 | 67.8 | 84.7 | 18.3 | 9.6 | 7.4 | 14.7 | 18.8 | 28.7 | 0.8 |
| Standard Deviation(%) | NA | 26.0 | 22.5 | 24.1 | 25.9 | 32.1 | NA | NA | 41.5 | 26.6 | 23.0 | 24.7 | 29.3 | 25.7 | 68.1 | 24.5 | 26.6 | 16.9 | 29.7 | 26.5 | 22.4 | 23.1 | 27.9 | 42.8 | 32.9 | 108.2 | 104.2 | 24.2 | 17.1 | 20.0 | 20.0 | 23.7 | 33.6 | 16.6 |
| Treynor Ratio | NA | -0.23 | -0.01 | 0.1 | 0.01 | 0.04 | NA | NA | 0.05 | -0.03 | 0.18 | 0.06 | -0.06 | 0.42 | -0.07 | 0.13 | -0.24 | 0.08 | 0.2 | -0.06 | 0.0 | 0.5 | 0.06 | -0.07 | 0.13 | 0.2 | -0.36 | 0.06 | 0.16 | 0.29 | 0.29 | 0.32 | -0.05 | 64.17 |
| Alpha | NA | -0.18 | -0.08 | -0.02 | -0.03 | -0.03 | NA | NA | 0.0 | -0.06 | 0.0 | -0.06 | 0.06 | 0.05 | -0.1 | -0.07 | -0.09 | -0.07 | 0.05 | -0.03 | -0.07 | 0.06 | -0.05 | -0.05 | 0.0 | 0.08 | 0.07 | 0.02 | 0.02 | 0.1 | 0.07 | 0.02 | 0.08 | 1.08 |
| Beta | NA | 0.95 | 0.88 | 0.98 | 0.99 | 1.26 | NA | NA | 1.54 | 1.03 | 0.88 | 1.15 | 0.92 | 1.07 | 1.59 | 1.4 | 1.15 | 1.53 | 1.65 | 1.32 | 1.52 | 1.56 | 1.66 | 1.65 | 1.56 | 3.27 | 1.85 | 1.19 | 0.94 | 1.1 | 1.11 | 1.04 | 0.79 | 0.26 |
| RSquared | NA | 0.25 | 0.22 | 0.37 | 0.42 | 0.51 | NA | NA | 0.5 | 0.53 | 0.24 | 0.38 | 0.57 | 0.3 | 0.66 | 0.52 | 0.55 | 0.37 | 0.53 | 0.6 | 0.6 | 0.55 | 0.59 | 0.81 | 0.74 | 0.67 | 0.51 | 0.62 | 0.31 | 0.32 | 0.38 | 0.56 | 0.37 | 0.03 |
| Yield(%) | N/A | 2.5 | 5.3 | 6.4 | 4.7 | 5.7 | 6.2 | 3.9 | N/A | 4.6 | 5.0 | 5.0 | 4.4 | 6.0 | 4.6 | 4.8 | 3.1 | 2.9 | 3.5 | 2.7 | 2.4 | 3.1 | 3.1 | 2.4 | 2.2 | 2.3 | 0.6 | 1.3 | 1.3 | 1.4 | 1.5 | 1.6 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | -48.1 | 3.8 | 12.8 | 36.4 | 188.5 | N/A | N/A | N/A | 3.8 | 4.0 | 4.2 | 4.3 | 4.5 | 10.0 | 11.1 | 20.0 | 7.1 | 14.8 | 12.4 | 25.4 | 8.1 | 10.3 | 26.1 | 64.3 | 20.7 | -49.6 | 21.1 | 21.8 | 24.8 | 25.0 | 25.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/13/2001
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