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PGIM Balanced A (PIBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.57+0.10 (+0.57%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.85%
5-year average return7.84%
Number of years up21
Number of years down6
Best 1-yr total return (30 May 2024)19.25%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return19.25%
Worst 3-yr total return1.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPIBAXCategory
YTD2.96%9.69%
1-month-3.48%0.91%
3-month2.09%5.21%
1-year13.75%27.06%
3-year2.43%11.00%
5-year6.14%10.26%
10-year6.42%8.34%
Last bull market19.87%15.58%
Last bear market-12.02%-12.16%

Annual total return (%) history

Year
PIBAXCategory
2024
N/AN/A
2023
16.78%N/A
2022
-16.22%N/A
2021
14.39%N/A
2020
8.95%11.72%
2019
19.25%19.23%
2018
-5.43%-5.76%
2017
14.05%13.21%
2016
7.78%7.34%
2015
0.69%-1.93%
2014
9.67%6.21%
2013
18.38%16.48%
2012
12.84%11.72%
2011
2.41%-0.11%
2010
12.26%11.83%
2009
19.17%24.13%
2008
-27.07%-28.00%
2007
4.37%5.99%
2006
11.72%11.29%
2005
4.10%5.13%
2004
11.29%8.86%
2003
25.51%20.35%
2002
-12.24%-12.02%
2001
-5.26%-5.05%
2000
-0.22%1.82%
1999
10.40%10.71%
1998
15.89%13.52%
1997
15.20%19.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.66%N/AN/AN/A
20235.00%4.28%-2.66%9.57%
2022-4.70%-12.02%-5.62%5.86%
20213.96%5.27%-0.39%4.94%
2020-16.53%15.22%3.99%8.95%
20198.67%2.84%1.01%5.63%
2018-1.36%1.82%3.93%-9.40%
20173.52%2.16%3.60%4.10%
20161.71%1.30%3.25%1.31%
20151.78%-0.83%-3.65%3.54%
20142.33%4.05%0.00%3.00%
20136.50%0.35%4.03%6.47%
20128.81%-1.77%4.95%0.60%
20114.40%0.73%-9.00%7.02%
20104.10%-6.18%7.92%6.50%
2009-7.52%11.66%10.97%3.99%
2008-6.53%-1.73%-7.36%-14.30%
20071.60%3.57%0.76%-1.56%
20063.38%-1.16%4.11%5.02%
2005-1.17%1.85%1.89%1.50%
20042.82%0.78%-0.23%7.65%
2003-1.10%13.20%2.87%8.99%
20020.95%-7.01%-11.68%5.86%
2001-7.02%5.92%-10.21%7.13%
20003.22%-0.94%0.81%-3.20%
19991.69%3.03%-2.65%8.23%
19985.82%1.52%-5.21%13.80%
1997-0.56%7.95%7.22%0.09%

Rank in category (by total return)

YTD23
1-month68
3-month23
1-year15
3-year36
5-year51

Load adjusted returns

1-year10.06%
3-year1.31%
5-year5.45%
10-year6.07%