Nasdaq - Delayed Quote USD
PGIM US Real Estate Z (PJEZX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 19.68% |
| 5y Average Return | 7.39% |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 21, 2024) | 48.13% |
| Worst 1Y Total Return (Nov 21, 2024) | -- |
| Best 3Y Total Return | 48.13% |
| Worst 3Y Total Return | 0.83% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PJEZX
Category
- YTD
- 16.61%
- 20.43%
- 1-Month
- -2.28%
- 2.69%
- 3-Month
- 7.57%
- 11.34%
- 1-Year
- 38.05%
- 36.79%
- 3-Year
- 1.97%
- 10.81%
- 5-Year
- 6.23%
- 7.03%
- 10-Year
- 7.79%
- 9.08%
- Last Bull Market
- 20.74%
- 31.03%
- Last Bear Market
- -19.05%
- -16.60%
Annual Total Return (%) History
Year
PJEZX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.98% | -0.02% | 17.03% | -- |
| 2023 | 4.44% | 3.68% | -5.61% | 13.37% |
| 2022 | -3.99% | -19.05% | -10.97% | 5.14% |
| 2021 | 10.21% | 13.75% | 1.89% | 15.98% |
| 2020 | -23.15% | 11.68% | 1.74% | 8.96% |
| 2019 | 19.85% | 2.42% | 8.02% | 0.84% |
| 2018 | -7.52% | 9.83% | 1.98% | -6.87% |
| 2017 | -0.25% | 2.25% | 1.58% | 1.93% |
| 2016 | 3.86% | 4.91% | -1.45% | -1.80% |
| 2015 | 4.26% | -10.28% | 2.04% | 6.74% |
| 2014 | 9.67% | 6.88% | -2.94% | 14.03% |
| 2013 | 6.93% | -1.37% | -3.12% | -0.24% |
| 2012 | 9.68% | 2.98% | 0.19% | 2.39% |
| 2011 | 5.67% | 3.83% | -16.42% | 15.94% |
Rank in Category (By Total Return)
| YTD | 8 |
| 1-Month | 14 |
| 3-Month | 12 |
| 1-Year | 11 |
| 3-Year | 6 |
| 5-Year | 6 |
Load Adjusted Returns
| 1-Year | 38.05% |
| 3-Year | 1.97% |
| 5-Year | 6.23% |
| 10-Year | 7.79% |
Performance & Risk
| YTD Return | 19.68% |
| 5y Average Return | 7.39% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.15 |
| Morningstar Risk Rating |
Fund Overview
| Category | Real Estate |
| Fund Family | PGIM Investments |
| Net Assets | 126.34M |
| YTD Return | 16.61% |
| Yield | 1.87% |
| Morningstar Rating | |
| Inception Date | May 25, 2017 |
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.
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