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PGIM Global Real Estate Z (PURZX)

19.24 +0.32 (+1.69%)
At close: 8:01:52 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 equity-related securities of real estate companies, principally real estate investment trusts ("REITs"), and other real estate securities. Equity-related securities may also include common stock, convertible securities, nonconvertible preferred stock, American Depositary Receipts (ADRs), warrants and other rights that can be exercised to obtain stock, investments in various types of business ventures and similar securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 38.66%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 6

Performance & Risk

YTD Return 2.62%
5y Average Return 0.99%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
PURZXCategory AveragePURZXCategory AveragePURZXCategory Average
Alpha -8.22 -0.04 -8.44 -0.06 -3.78 -0.02
BETA 1.11 0.01 1.04 0.01 0.89 0.01
Mean Annual Return 0.09 0.01 0.35 0.01 0.45 0.01
R-squared 80.9 0.74 81.38 0.68 67.92 0.66
Standard Deviation 20.27 0.19 20.02 0.16 16.05 0.15
Sharpe Ratio -0.15 0 0.08 0 0.22 0
Treynor Ratio -4.56 0.08 -0.35 0.06 2.57 0.07

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