PRUAX Mutual Fund

NAV$15.38

Returns Overview

1 Month
-2.04%
3 Months
-6.22%
6 Months
+3.36%
YTD
+1.05%
1 Year
+14.24%
3 Years (annualized)
+14.79%
5 Years (annualized)
+12.00%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRUAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+10.15%
vs Peers
-9.09%

PRUAX Mutual Fund Performance

PRUAX performance across multiple time periods: 1-month -2.04%, YTD 1.05%, 1-year 14.24%, 3-year 14.79%, 5-year 12.00%, 10-year 10.22%.

PRUAX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

PRUAX performance comparison shows side-by-side returns with another fund. PRUAX alternatives are available in the Mutual Fund Screener.