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PZVAX: Prudential Small Cap Value A (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/24/2002 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.68% |
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Performance Analytics (As of 06/24/2002)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/24/2002 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.1 | 14.6 | 14.7 | 6.0 | 0.0 | -3.5 | 8.8 | 34.8 | 12.4 | -1.0 | 24.6 | 17.4 | -26.6 | -9.3 | 17.3 | 7.5 | 23.4 | 45.4 | 0.0 |
| Sharpe Ratio | NA | 0.01 | 1.01 | 0.73 | 0.2 | 0.35 | -0.46 | 0.6 | 2.4 | 0.79 | -0.03 | 1.0 | 0.47 | -0.61 | -0.6 | 0.99 | 0.38 | 1.65 | 2.82 | -0.69 |
| Draw Down(%) | NA | 9.0 | 11.1 | 25.8 | 60.6 | 0.0 | 6.5 | 11.1 | 6.3 | 12.7 | 25.8 | 20.2 | 36.5 | 45.6 | 19.4 | 11.0 | 9.0 | 8.3 | 13.7 | 0.0 |
| Standard Deviation(%) | NA | 14.5 | 14.4 | 20.0 | 25.5 | 0.0 | 14.2 | 14.7 | 14.5 | 15.6 | 31.6 | 24.6 | 36.8 | 44.6 | 20.5 | 14.2 | 13.8 | 13.6 | 15.9 | 0.0 |
| Treynor Ratio | NA | 0.0 | 0.14 | 0.14 | 0.05 | 1.0 | -0.07 | 0.09 | 0.33 | 0.13 | -0.01 | 0.24 | 0.19 | -0.29 | -0.12 | 0.14 | 0.06 | 0.24 | 0.48 | 1.0 |
| Alpha | NA | -0.03 | -0.02 | -0.02 | -0.03 | 0.0 | -0.05 | -0.01 | -0.01 | -0.02 | 0.01 | 0.0 | -0.04 | 0.02 | -0.01 | -0.01 | 0.01 | 0.01 | 0.03 | 0.05 |
| Beta | NA | 0.92 | 1.01 | 1.01 | 0.97 | 0.96 | 0.87 | 1.03 | 1.05 | 0.98 | 1.01 | 1.01 | 0.92 | 0.95 | 1.07 | 1.0 | 0.93 | 0.92 | 0.93 | 0.89 |
| RSquared | NA | 0.71 | 0.85 | 0.94 | 0.97 | 0.0 | 0.59 | 0.89 | 0.93 | 0.95 | 0.99 | 0.98 | 0.98 | 0.99 | 0.98 | 0.96 | 0.95 | 0.94 | 0.91 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/24/2002
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL VALUE Asset Class Trend Rankings |
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