PRUZX Mutual Fund

NAV$15.48

Returns Overview

1 Month
-1.96%
3 Months
-6.24%
6 Months
+3.34%
YTD
+1.11%
1 Year
+14.52%
3 Years (annualized)
+15.10%
5 Years (annualized)
+15.07%
10 Years (annualized)
+11.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRUZX 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)
+1.11%
Peer Avg (YTD)
+10.15%
vs Peers
-9.04%

PRUZX Mutual Fund Performance

PRUZX performance across multiple time periods: 1-month -1.96%, YTD 1.11%, 1-year 14.52%, 3-year 15.10%, 5-year 15.07%, 10-year 11.89%.

PRUZX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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