PRUQX Mutual Fund

NAV$15.44

Returns Overview

1 Month
+1.97%
3 Months
-0.12%
6 Months
+7.05%
YTD
+5.44%
1 Year
+14.24%
3 Years (annualized)
+15.05%
5 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRUQX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+5.44%
Peer Avg (YTD)
+10.15%
vs Peers
-4.70%

PRUQX Mutual Fund Performance

PRUQX performance across multiple time periods: 1-month 1.97%, YTD 5.44%, 1-year 14.24%, 3-year 15.05%, 5-year 12.31%.

PRUQX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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