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Nasdaq - Delayed Quote USD

PGIM Balanced A (PIBAX)

16.52
+0.02
+(0.12%)
At close: 8:04:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.15%
5y Average Return 8.28%
Number of Years Up 22
Number of Years Down 6
Best 1Y Total Return (Apr 11, 2025) 19.25%
Worst 1Y Total Return (Apr 11, 2025) --
Best 3Y Total Return 19.25%
Worst 3Y Total Return 1.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PIBAX
Category
YTD
-1.27%
9.69%
1-Month
-3.23%
0.91%
3-Month
-1.27%
5.21%
1-Year
4.69%
27.06%
3-Year
4.66%
11.00%
5-Year
10.28%
10.26%
10-Year
6.44%
8.34%
Last Bull Market
12.38%
15.58%
Last Bear Market
-12.02%
-12.16%

Annual Total Return (%) History

Year
PIBAX
Category
2025
--
--
2024
13.11%
--
2023
16.78%
--
2022
-16.22%
--
2021
14.39%
--
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
2025 -1.27% -- -- --
2024 6.66% 1.93% 5.23% -1.14%
2023 5.00% 4.28% -2.66% 9.57%
2022 -4.70% -12.02% -5.62% 5.86%
2021 3.96% 5.27% -0.39% 4.94%
2020 -16.53% 15.22% 3.99% 8.95%
2019 8.67% 2.84% 1.01% 5.63%
2018 -1.36% 1.82% 3.93% -9.40%
2017 3.52% 2.16% 3.60% 4.10%
2016 1.71% 1.30% 3.25% 1.31%

2015 1.78% -0.83% -3.65% 3.54%
2014 2.33% 4.05% 0.00% 3.00%
2013 6.50% 0.35% 4.03% 6.47%
2012 8.81% -1.77% 4.95% 0.60%
2011 4.40% 0.73% -9.00% 7.02%
2010 4.10% -6.18% 7.92% 6.50%
2009 -7.52% 11.66% 10.97% 3.99%
2008 -6.53% -1.73% -7.36% -14.30%
2007 1.60% 3.57% 0.76% -1.56%
2006 3.38% -1.16% 4.11% 5.02%
2005 -1.17% 1.85% 1.89% 1.50%
2004 2.82% 0.78% -0.23% 7.65%
2003 -1.10% 13.20% 2.87% 8.99%
2002 0.95% -7.01% -11.68% 5.86%
2001 -7.02% 5.92% -10.21% 7.13%
2000 3.22% -0.94% 0.81% -3.20%
1999 1.69% 3.03% -2.65% 8.23%
1998 5.82% 1.52% -5.21% 13.80%
1997 -0.56% 7.95% 7.22% 0.09%

Rank in Category (By Total Return)

YTD 70
1-Month 68
3-Month 70
1-Year 62
3-Year 37
5-Year 42

Load Adjusted Returns

1-Year 1.29%
3-Year 3.51%
5-Year 9.56%
10-Year 6.09%

Performance & Risk

YTD Return -5.15%
5y Average Return 8.28%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family PGIM Investments
Net Assets 971.1M
YTD Return -1.27%
Yield 2.24%
Morningstar Rating
Inception Date Dec 17, 2004

Fund Summary

The fund invests in a portfolio of equity, fixed-income and money market securities that is actively managed to capitalize on opportunities created by perceived misvaluation. It will invest 45% to 70% of its total assets in equity and equity-related securities. Under normal circumstances, 30% to 55% of the fund's total assets are invested in fixed income securities. It may invest up to 15% of its total assets in equity and equity-related securities of small companies.

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