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PURRX: PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS R (MUTUAL FUND)
Basic Info 21.99 0.01(0.05%) June 05
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 06/17/2008 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 1.91% |
| Expenses | 1.47% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 8.2 | 12.3 | 9.3 | -1.4 | 2.6 | 3.9 | 3.4 | 8.5 | 3.0 | 10.6 | -27.2 | 10.9 | -5.1 | 24.1 | -5.3 | 10.8 | 0.3 | -0.4 | 13.8 | 3.7 | 26.7 | -6.0 | 19.7 | 37.9 | -40.8 |
| Sharpe Ratio | NA | 1.3 | 0.79 | 0.41 | -0.22 | 0.05 | NA | 0.11 | 0.38 | -0.05 | 0.42 | -1.34 | 0.57 | -0.15 | 2.45 | -0.22 | 1.38 | 0.01 | -0.03 | 1.51 | 0.27 | 2.18 | -0.24 | 0.9 | 0.96 | -0.97 |
| Draw Down(%) | NA | 10.2 | 10.2 | 18.9 | 42.3 | 42.3 | NA | 61.5 | 13.3 | 12.2 | 18.9 | 35.1 | 15.5 | 41.1 | 4.3 | 21.2 | 4.8 | 13.1 | 13.3 | 7.7 | 15.2 | 9.0 | 22.8 | 13.9 | 36.6 | 57.2 |
| Standard Deviation(%) | NA | 13.7 | 12.1 | 14.8 | 17.4 | 20.0 | NA | 23.2 | 14.8 | 14.0 | 16.8 | 21.4 | 19.0 | 35.3 | 9.2 | 30.3 | 7.4 | 14.5 | 13.4 | 9.1 | 13.7 | 12.4 | 25.1 | 21.7 | 39.2 | 64.8 |
| Treynor Ratio | NA | 0.26 | 0.14 | 0.07 | -0.05 | 0.01 | NA | 0.03 | 0.07 | -0.01 | 0.07 | -0.32 | 0.14 | -0.05 | 0.31 | -0.08 | 0.16 | 0.0 | -0.01 | 0.2 | 0.05 | 0.36 | -0.07 | 0.23 | 0.46 | -0.64 |
| Alpha | NA | 0.1 | 0.04 | 0.02 | 0.01 | 0.01 | NA | 0.01 | -0.05 | 0.05 | 0.02 | -0.04 | 0.02 | 0.02 | 0.03 | 0.02 | 0.0 | 0.0 | 0.01 | 0.04 | 0.0 | 0.0 | 0.03 | 0.0 | 0.04 | 0.07 |
| Beta | NA | 0.67 | 0.7 | 0.83 | 0.86 | 0.87 | NA | 0.87 | 0.87 | 0.82 | 0.94 | 0.89 | 0.8 | 0.97 | 0.73 | 0.84 | 0.64 | 0.68 | 0.73 | 0.69 | 0.82 | 0.74 | 0.87 | 0.87 | 0.82 | 0.97 |
| RSquared | NA | 0.67 | 0.6 | 0.66 | 0.62 | 0.52 | NA | 0.59 | 0.58 | 0.69 | 0.75 | 0.77 | 0.27 | 0.75 | 0.46 | 0.1 | 0.45 | 0.68 | 0.75 | 0.69 | 0.81 | 0.8 | 0.9 | 0.83 | 0.49 | 0.6 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 2.4 | 2.0 | 1.9 | 1.1 | 2.7 | 1.1 | 14.5 | 3.8 | 4.7 | 4.1 | 2.9 | 2.8 | 2.2 | 3.6 | 1.6 | 2.6 | 5.0 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 21.5 | 16.5 | 20.6 | -53.7 | 131.5 | -91.9 | 240.3 | -13.3 | 11.6 | 35.0 | 17.2 | 26.1 | -25.5 | 102.2 | -26.7 | -29.8 | 182.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2008
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Best ETFs
- RWX (SPDR Dow Jones International Real Estate ETF) 1.78% (98%)
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Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) 0.0% (100%)
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