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PGIM US Real Estate A (PJEAX)

15.70 -0.06 (-0.38%)
At close: September 6 at 8:00 PM EDT

Fund Summary

The fund normally invests at least 80% of its investable assets (net assets plus any borrowings made for investment purposes) in the equity-related securities of real estate companies operating in the United States, principally real estate investment trusts (REITs) and other real estate securities. It may invest up to 20% of its investable assets in other securities, including equity-related securities of foreign real estate companies. It is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 47.73%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return 14.78%
5y Average Return 6.66%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
PJEAXCategory AveragePJEAXCategory AveragePJEAXCategory Average
Alpha -3.19 -0.01 -4.58 -0.05 0.46 0.02
BETA 1.16 0.01 1.04 0.01 0.88 0.01
Mean Annual Return 0.36 0.01 0.74 0.01 0.76 0.01
R-squared 80.33 0.66 75.72 0.55 54.14 0.47
Standard Deviation 21.66 0.2 20.77 0.17 17.72 0.16
Sharpe Ratio 0.03 0.01 0.31 0 0.42 0.01
Treynor Ratio -1.42 0.12 4.3 0.07 6.85 0.11

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