PRUAX Mutual Fund

PRUAX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
-3.69%
3 Months
-6.58%
6 Months
+2.49%
YTD
+3.32%
1 Year
+4.31%
3 Years (annualized)
+12.47%
5 Years (annualized)
+9.07%
10 Years (annualized)
+9.83%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+8.19%
vs Peers
-4.87%

PRUAX Mutual Fund Performance

PRUAX performance across multiple time periods: 1-month -3.69%, YTD 3.32%, 1-year 4.31%, 3-year 12.47%, 5-year 9.07%, 10-year 9.83%.

PRUAX returns trail the peer average of 8.19% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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