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PGIM Jennison Value Z (PEIZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.50+0.09 (+0.40%)
At close: 06:26PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.71%
5-year average return11.01%
Number of years up19
Number of years down8
Best 1-yr total return (15 May 2024)41.44%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return41.44%
Worst 3-yr total return3.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPEIZXCategory
YTD6.83%4.44%
1-month-3.51%-4.04%
3-month5.83%4.09%
1-year20.05%14.37%
3-year7.36%6.04%
5-year9.68%9.20%
10-year7.75%8.57%
Last bull market24.55%22.97%
Last bear market-12.18%-11.27%

Annual total return (%) history

Year
PEIZXCategory
2024
N/AN/A
2023
14.76%11.63%
2022
-8.42%-5.90%
2021
27.12%26.22%
2020
3.03%2.91%
2019
25.97%25.04%
2018
-10.18%-8.53%
2017
16.62%15.94%
2016
11.13%14.81%
2015
-8.52%-4.05%
2014
9.77%10.21%
2013
32.91%31.21%
2012
14.60%14.57%
2011
-5.75%-0.75%
2010
13.33%13.66%
2009
41.44%24.13%
2008
-42.56%-37.09%
2007
2.72%1.42%
2006
19.54%18.15%
2005
16.46%5.95%
2004
16.02%12.97%
2003
27.98%28.44%
2002
-21.65%-18.69%
2001
-2.64%-4.99%
2000
15.38%7.87%
1999
11.91%6.72%
1998
-2.64%12.00%
1997
36.80%26.61%
1996
N/A20.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.72%N/AN/AN/A
20230.21%5.72%-1.10%9.53%
2022-1.70%-12.18%-5.61%12.40%
202111.21%5.64%-0.41%8.65%
2020-27.27%16.15%6.33%14.69%
201912.13%3.82%1.14%6.99%
2018-2.36%0.55%5.41%-13.22%
20174.33%1.38%3.79%6.22%
2016-3.30%1.53%4.06%8.78%
2015-1.01%1.21%-12.37%4.19%
20142.38%6.07%-1.25%2.36%
201310.25%4.82%6.54%7.95%
201212.40%-7.81%7.14%3.22%
20117.06%-0.95%-19.53%10.45%
20106.89%-13.03%9.55%11.28%
2009-3.23%19.02%16.07%5.80%
2008-12.27%5.31%-17.13%-24.97%
20070.71%8.03%-1.35%-4.30%
20066.60%0.05%3.68%8.11%
20051.22%3.02%8.89%2.56%
20044.91%1.09%-0.78%10.26%
2003-5.73%17.04%2.12%13.59%
20021.38%-11.61%-20.41%9.85%
2001-3.53%4.34%-13.03%11.21%
2000-4.83%-0.69%11.79%9.21%
19993.40%14.13%-11.88%7.60%
199811.27%-1.32%-18.26%8.49%
19970.85%16.53%15.98%0.37%
19960.99%2.58%11.10%N/A

Rank in category (by total return)

YTD12
1-month29
3-month14
1-year13
3-year26
5-year40

Load adjusted returns

1-year20.05%
3-year7.36%
5-year9.68%
10-year7.75%