PRUAX Mutual Fund

NAV$16.35

Returns Overview

1 Month
+10.46%
3 Months
+5.34%
6 Months
+14.30%
YTD
+9.66%
1 Year
+20.38%
3 Years
+20.19%
5 Years
+14.89%
10 Years
+12.48%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+9.66%
Peer Avg (YTD)
+10.42%
vs Peers
-0.76%

PRUAX Mutual Fund Performance

PRUAX performance across multiple time periods: 1-month 10.46%, YTD 9.66%, 1-year 20.38%, 3-year 20.19%, 5-year 14.89%, 10-year 12.48%.

PRUAX returns trail the peer average of 10.42% 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.