Nasdaq USD

PGIM US Real Estate A (PJEAX)

15.31 +0.26 (+1.73%)
At close: 8:00:59 PM EST

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 11.61%
5y Average Return 6.19%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
PJEAXCategory AveragePJEAXCategory AveragePJEAXCategory Average
Alpha -3.76 -0.01 -3.59 -0.05 0.06 0.02
BETA 1.16 0.01 1.05 0.01 0.88 0.01
Mean Annual Return 0.48 0.01 0.77 0.01 0.76 0.01
R-squared 80.14 0.66 76.33 0.55 55.4 0.47
Standard Deviation 21.31 0.2 20.88 0.17 17.5 0.16
Sharpe Ratio 0.08 0.01 0.32 0 0.42 0.01
Treynor Ratio -0.46 0.12 4.43 0.07 6.8 0.11

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