PRUZX Mutual Fund

PRUZX Mutual Fund

NAV$14.87
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Returns Overview

1 Month
-3.67%
3 Months
-6.49%
6 Months
+2.68%
YTD
+3.43%
1 Year
+4.62%
3 Years (annualized)
+12.78%
5 Years (annualized)
+9.38%
10 Years (annualized)
+9.39%

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
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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)
+3.43%
Peer Avg (YTD)
+8.19%
vs Peers
-4.76%

PRUZX Mutual Fund Performance

PRUZX performance across multiple time periods: 1-month -3.67%, YTD 3.43%, 1-year 4.62%, 3-year 12.78%, 5-year 9.38%, 10-year 9.39%.

PRUZX returns trail the peer average of 8.19% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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