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PGIM Target Date 2040 R2 (PDHEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.84-0.03 (-0.23%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.80%
5-Year Average Return8.55%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 14, 2024)22.33%
Worst 1 Yr Total Return (May 14, 2024)N/A
Best 3-Yr Total Return22.33%
Worst 3-Yr Total Return3.46%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPDHEXCategory
YTD2.07%10.80%
1-Month-3.30%1.06%
3-Month2.07%6.14%
1-Year11.42%33.59%
3-Year2.60%12.99%
5-Year7.04%12.87%
10-Year0.00%9.72%
Last Bull Market18.44%19.05%
Last Bear Market-12.86%-17.54%

Annual Total Return (%) History

Year
PDHEXCategory
2024
N/AN/A
2023
15.52%N/A
2022
-14.78%N/A
2021
17.66%N/A
2020
10.45%14.56%
2019
22.33%23.19%
2018
-7.90%-7.74%
2017
18.90%19.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.56%N/AN/AN/A
20235.00%3.79%-2.97%9.25%
2022-3.55%-12.86%-6.13%8.01%
20215.44%6.04%-0.49%5.75%
2020-19.73%16.60%5.50%11.87%
201910.72%3.02%0.43%6.79%
2018-1.04%1.49%3.54%-11.43%
20175.37%2.98%4.30%5.06%

Rank In Category (By Total Return)

YTD76
1-Month19
3-Month82
1-Year82
3-Year26
5-Year81

Load Adjusted Returns

1-Year11.42%
3-Year2.60%
5-Year7.04%
10-YearN/A