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PGIM Jennison Equity Income R (PJERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.34+0.03 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.14%
5-year average return7.28%
Number of years up9
Number of years down3
Best 1-yr total return (26 Jun 2024)30.09%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return30.09%
Worst 3-yr total return3.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPJERXCategory
YTD5.33%12.08%
1-month3.94%0.64%
3-month3.17%6.49%
1-year15.59%38.01%
3-year3.54%12.74%
5-year8.48%12.82%
10-year6.09%9.05%
Last bull market19.18%18.82%
Last bear market-12.22%-20.53%

Annual total return (%) history

Year
PJERXCategory
2024
N/AN/A
2023
10.09%N/A
2022
-11.20%N/A
2021
20.91%N/A
2020
6.19%12.96%
2019
21.55%25.26%
2018
-6.79%-10.06%
2017
15.21%22.28%
2016
6.49%6.93%
2015
-5.87%-0.92%
2014
9.32%3.67%
2013
30.09%24.08%
2012
12.17%14.39%
2011
N/A-7.19%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.33%N/AN/AN/A
20233.00%1.89%-4.46%9.79%
2022-3.09%-12.22%-9.11%14.83%
20216.81%3.69%-1.87%11.26%
2020-22.37%14.70%5.94%12.57%
201910.86%2.57%1.67%5.14%
2018-1.05%0.31%7.04%-12.27%
20173.21%1.68%4.10%5.46%
20161.51%4.31%-1.36%1.95%
20152.42%-2.00%-9.83%4.00%
20141.86%5.16%0.04%2.02%
201310.47%-0.47%6.79%10.80%
20129.16%-3.53%5.04%1.40%
20111.27%-15.21%9.88%N/A

Rank in category (by total return)

YTD79
1-month65
3-month65
1-year79
3-year65
5-year81

Load adjusted returns

1-year15.59%
3-year3.54%
5-year8.48%
10-year6.09%